Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 release wave 1Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
Hello All, We have a scenario where in we feed the data to our CRM systems manually. We get the required data from multiple Excel Sheets, filter them to one using Microsoft Access and upload it to our CRM system. Is there a way where in we can do this filtering in CRM. PS: No access to AD is given . Thanks..
Hi Jyothi, You can filter import/export data for specific Entities/ Tables in CRM but not if the Dataset contains data from multiple entities. If you want to remove the manual steps the best approach is use an ETL data integration tool such as Kingswaysoft which provides CRM adapters which are free and you can use SSIS in SQL Server to read the data from your Excel and perform the cleansing and filtering for you and directyly imports into CRM without manual labour?
Best Wishes, Raz
Thank you for your response Raz. But we are not having any SQL Server to run ETL jobs. We do not want another server to perform the filtering. Is there anything in CRM to get this achieved? Or should we have a plugin to perform this task?
Actually there is a new Data loader Service for Dynamics CRM which is also available for you to use instead of relying on custom code or third party apps;
Business Applications communities