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Using Dynamics 365 CRM. I can't seem to find the following site map, select Sales Settings. Under Standard settings, select Import data.
Could you provide the source article for this?
Are you using the web client (classic interface) or Unified Interface?
If you would import data, please refer to the steps below.
Go to Advanced Settings, under System, click Data Management.
Then click Imports, click IMPORT DATA to upload your file.
Also, if you go to one view, you can also import data there.
For example, there is an 'Import form Excel' button in the command bar of the Account view, which can also be used to upload your import file.
Thank you, I appreciate your help.
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