Import data for different business unit

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Posted on by JeffGreenrc

Hello All,

I have a requirement to load data in Account entity for different business unit. There are in total 10k accounts records out of which 3k needs to be imported and visible for specific business units.

Please guide me on how to achieve this.

Thanks

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empath-e CRM 1,136 on at

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RE: Import data for different business unit

Unless I'm misunderstanding your question its very simple to achieve. Here are the steps:

(1) Add an Owner column to your Excel import file populating the Owner column for each Account. The Owner will be the name of the BU Team.

(2) Within the Import Wizard simply map the Account and Contact entity Owner field using the Owner Lookup (Team Name)
JeffGreenrc on at

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RE: Import data for different business unit

Didnt understand it. Please guide in detail
empath-e CRM 1,136 on at

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RE: Import data for different business unit

Hi,

Does this post not answer your question?

community.dynamics.com/.../import-data-by-business-units
JeffGreenrc on at

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RE: Import data for different business unit

Anyone please