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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / MS CRM versions and it...
Customer experience | Sales, Customer Insights,...
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MS CRM versions and its features

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Posted on by Ruheena 5

We are currently using the 'MS Dynamics 365', Enterprise CRM version but below are the challenges which I need help resolving:

  • Bulk upload of data is a complex process as per the current setup
    • It doesn't allow bulk assignment of uploaded entries (E.g. Leads/Accounts). The person who uploads the data becomes its owner by default
    • Error message/issues if any can only be viewed after going to the Class mode of the CRM | Sales | Data Management | Uploads | Select the uploaded entry | View failures for more details.
  • Community setup isn't a Enterprise version feature?
    • We want to set up our 3rd party vendors here so that they can use the extended version of our CRM instance to work on and pass on the details when ready and for that data to seamlessly flow into our CRM via bulk upload feature 
  • Should we level up our CRM instance for the above features to be available?
  • PerezAguiar Profile Picture
    PerezAguiar Microsoft Employee on at

    Hello Ruheena.

    - 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.

    Regards,

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