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Microsoft Dynamics CRM (Archived)

Importing orders into CRM dynamics 365

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Posted on by 381

Hi Experts,

   Please guide me how to import orders with products added in it into CRM Dynamics 365.

I have imported Accounts,Contacts ,Products and Price lists successfully.

But I cannot see any out of box entity which is having relationship between Orders and Products in CRM D365.

Thanks in advance.

My requirement is : I have bulk orders with products and pricelists and I need to import those all into CRM D365

Regards,

Parashuram Jadhav

*This post is locked for comments

  • Parashuram  Profile Picture
    381 on at
    RE: Importing orders into CRM dynamics 365

    Thanks Gautam... I will try this...

  • Suggested answer
    gdas Profile Picture
    50,089 Moderator on at
    RE: Importing orders into CRM dynamics 365

    Hi Parshuram,

    Download the data import template for SalesOrder and Order lines entity.

    First import Orders (without products and quantities) and then import your "Order Lines" (with products and quantities), you will need a primary key - foreign key relationship so the import will know what orders to assign the lines to (ie - Order Lines will need a column for the order number field).

    Here is the reference you may check how to create template for data import

    www.powerobjects.com/.../dynamics-crm-2013-data-import-templates

    Hope this helps.

  • Parashuram  Profile Picture
    381 on at
    RE: Importing orders into CRM dynamics 365

    Is there any way to do it in out of box of D365?

    In the above link they have proposed the solution for older versions like CRM4.0 etc.

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    on at
    RE: Importing orders into CRM dynamics 365

    Refer the following:

    community.dynamics.com/.../82342

  • Parashuram  Profile Picture
    381 on at
    RE: Importing orders into CRM dynamics 365

    Thankx for replying RajKumar. But I cannot see product order enitity anymore in CRM Dynamics 365 Customization area.

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    on at
    RE: Importing orders into CRM dynamics 365

    Refer the following thread:

    community.dynamics.com/.../145043

    Hope this helps

    Please mark answer as verified if you found useful

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