When importing a CSV file for contacts or leads: How can
I expand the drop down list of field choices under the
Microsoft CRM fields to included fields such as Account,
alternative address information, etc.?

The current limited amount of fields keeps me from
importing information currently contained within our
Outlook based contact system. What I do to expand the
number of fields exported from Outlook is to Export the
contact records from Outlook to MS Access, then export
the access contact table as a CSV file. This process
gives me more information to import (i.e., other
addresses, account field, etc.), but the fields I can map
to within MS CRM is limited. I need to include other
fields within the CRM database and admin customization
does not offer any way (that I can see) to expand the
fields within the inmport wizard.

Hi Jeff -

If its critical to include fields not provided in the Import Wizard - you
may want to look into creating a custom app that does this through the SDK.
There are sections and sample code on how to connect to the CRM data using
Microsoft.CRM.Proxy.dll and create leads.




"JeffQ" <info@dmpinc.com> wrote in message
news:00c001c39332$288d1b90$a301280a@phx.gbl...

Once you add a field to the Form using the Form Editor and publish those
changes, those fields show up in the Bulk Import wizard.

The Form Editor drives what fields are available in Bulk Import as well as
Email Templates.

"JeffQ" <info@dmpinc.com> wrote in message
news:00c001c39332$288d1b90$a301280a@phx.gbl...