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Exporting data from Excel for Importing into CRM

On January 11, 2010, in Dynamics CRM, by Mitch Milam

It’s quite common to use Microsoft Excel for the manipulation of data prior to it being imported into CRM.

I have found that the best format for exporting an Excel worksheet to a .CSV file ( comma-separate values ) is:

CSV (MS-DOS) *.csv

This format places extra quotes around string fields and headers and CRM seems to like it much better than the plane CSV format.

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