Hi Expert,
Our system is a Online D365 CE. I want to bulk import Contact records (which stored in an Excel table) into CRM. All the Contacts are exiting in CRM originally.
Once the specific Contact imported into CRM, in the Contact timeLine, a text Note will be created.
I selected SSIS + KingswaySoft approach. But the key point is how to trigger the Note directly when import the data.
Can you contribute your expert guidance? Thanks in advance.