Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I have a requirement to load data in Account entity for different business unit. There are in total 10k accounts records out of which 3k needs to be imported and visible for specific business units.
Please guide me on how to achieve this.
Does this post not answer your question?
Didnt understand it. Please guide in detail
Unless I'm misunderstanding your question its very simple to achieve. Here are the steps:
(1) Add an Owner column to your Excel import file populating the Owner column for each Account. The Owner will be the name of the BU Team.
(2) Within the Import Wizard simply map the Account and Contact entity Owner field using the Owner Lookup (Team Name)
Business Applications communities