Share
Report
100Hey CRM Community,
I have a strategy question I would like to hear how people have solved in the past.
Questions:
I would like to import sales data from our database to CRM. I am trying to figure out the best way to do this so that I can pull up an Account record and see the sales data on the account form. As well as in Power BI - ext.
This would be my first question....
My second would be if I could attach these sales to products and if so the best way to import.
I would like to steer away from importing everything to the opportunity entity which looks like the place to add sales data right from out of the box.
High Level Requirement:
-Import sales
-Ability to set up account form to see account sales data
-Potential requirement : Attach to products.
Thanks for the help.
Cheers!
*This post is locked for comments
I have the same question (0)
All responses (
Answers (
