Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dataimport with relate...
Customer experience | Sales, Customer Insights,...
Unanswered

Dataimport with related data

(0) ShareShare
ReportReport
Posted on by CRSW 623

Hi I have to import Sales figure Plan Data into D365 CE. There is a field SalesGroup which should be filled from the sales group attached to the customer the sales figure plan record belongs to. How can I manage this?

  • Esteban Coto Alfaro Profile Picture
    Esteban Coto Alfaro on at
    RE: Dataimport with related data

    Hello, I found this tutorial: devblogs.microsoft.com/.../

    I hope it works!

    Thanks!

    Community Support Team - Esteban

    If this Post helps, then please consider Accept as solution to help the other members find it more quickly.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Kudos to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Daivat Vartak (v-9davar) Profile Picture

Daivat Vartak (v-9d... 225 Super User 2025 Season 1

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 106

#3
Vahid Ghafarpour Profile Picture

Vahid Ghafarpour 82 Super User 2025 Season 1

Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans