Customer Service forum

Case upload - new

(0) Share

Report

Posted on by Community Member

Hello

I would like to know if there is a way we can upload more than 100 new cases on CRM Dynamics

Thanks

Categories:

Other

I have the same question (0)

All responses (9)

Answers (0)

Suggested answer

T.I.A 1,760 on at

Like (0)

Report

Yes. You can use the Import Wizard to upload cases via an excel spreadsheet.

docs.microsoft.com/.../import-accounts-leads-other-data

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/import-data-all-record-types

Check out these links.

Was this reply helpful? Yes No
Sandeep K 30 on at

Like (1)

Report

Yes you can there any many ways including import data wizard.

This also depends on from where (source) you are planning to bring the data and upload, also the format of the source data (mapping) .

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thanks for the quick response. Do you have the template for new case. I tried to update case, this works but not for new cases.

Was this reply helpful? Yes No
Suggested answer

T.I.A 1,760 on at

Like (0)

Report

if you go to settings--->Data Management, click on templates for data import

select case, you will be given a template that you can add data too. Additionally if you want something more specific go to advanced find, select case in the look for: and go to results. Click on excel templates and you can specify what columns you want and create a new template.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thanks T.I.A for this valuable help but am having unauthorized access to same though i have the system admin access.

I also tried login using the admin crm access, the issue still persists.

Was this reply helpful? Yes No
T.I.A 1,760 on at

Like (0)

Report

To what part specifically is the error being thrown on? the template or using advanced find?

Was this reply helpful? Yes No
Suggested answer

Dynamics365 Rocker 7,755 on at

Like (0)

Report

Yes, You can but you have to make sure following:

1. Customer associated with case should be in CRM.

2.Subject associated with case should be in CRM.

You can use OOB import wizard or SSIS to import it.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi T.I.A

i can choose the template but when click on download, we cannot. unauthorized access.

Was this reply helpful? Yes No
Sandeep K 30 on at

Like (0)

Report

Please check your security role.

docs.microsoft.com/.../download-template-data-import

Was this reply helpful? Yes No