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Microsoft Dynamics’ Data Import tool will help to save you a ton of time when you need to add a lot of new data to CRM.
The steps shared in this post should be used when you are mapping or saving mapping while importing data into Dynamics using the Dynamics Import tool.
Keep in mind, the process to use the Data Import Tool to update existing records is a different process with a spreadsheet.
The steps shared in this post are for New Records only.
The key here is that the CSV file is for new import records.
These are the steps for creating a Data Import Mapping, also known as Data Import.
Congrats, you’ve done it!
If you still need help with this process or any other function in your Microsoft Dynamics 365/CRM system, reach out to Ledgeview for help.
Our CRM Support Consultant team is ready to help.
Learn more when you attend any of our upcoming Microsoft Dynamics 365/CRM user group webinars.
Register for the next one here.
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