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We are currently using the 'MS Dynamics 365', Enterprise CRM version but below are the challenges which I need help resolving:
- You can leverage on using PowerAutomate for example, to read an Excel sheet (or CSV/TXT) File and insert the records into the DB. Because you're creating a workflow, you'll have more control over it: create, update to assign a specific set of users, write information into a log.
- You can use bulk inserts/updates from a file provided by your vendors. Or you can allow your vendors to login to the CRM directly, either using B2C authentication or as Guest Users into your domain. You can read more on learn.microsoft.com/.../share-app-guests
I'm not sure if there's a higher version than enterprise. I know there are Options (for example, linkedin integration) that grant some other functionalities.
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