Q&A

Q. Is it necessary to use Lead entities? Or can we bypass that feature?

A. You can bypass Lead entities, but you might want to add a Source field to either the account or contact to capture where your new accounts or contacts came from. Traditionally, Source is part of the Lead entity.

Q. I uploaded a spreadsheet into a Leads entity incorrectly, and I now want to delete everything I uploaded. Is there an easy way to do this?

A. Yes. In Microsoft Dynamics CRM, if you have the right security you can select the first lead and the last lead you want to delete and then click the black X.

Q. I did a data import, but all the data in my Excel spreadsheet is not in the Leads entity. What happened?

A. Microsoft Dynamics CRM keeps track of which leads were uploaded and which were failures. Under Imports in the left navigation pane, you can change your view to Completed Imports. Then you can double-click an import to choose it and show more details, including documented failures.