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Importing Data from Excel onto Dynamics 365 CRM Hub

Posted on by 30

Hello,

I have tried importing data(my customer contacts)  from an excel sheet into Dynamics CRM hub. 

I have been able to upload the contacts successfully but i cannot access it in my contacts.

Is there something i need to do?

  • Suggested answer
    Alok Singh Profile Picture
    Alok Singh 910 on at
    RE: Importing Data from Excel onto Dynamics 365 CRM Hub

    Hi There,

    While importing data you can set who will be the owner of the imported record as shown in below screen

    pastedimage1590779141663v1.png

    In your case since the data has been already imported , you can open import source file and check the Owner as shown below

    pastedimage1590779320937v2.png

    Hope it it will help you.

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: Importing Data from Excel onto Dynamics 365 CRM Hub

    Hello,

    Importing data from an excel sheet,follow this step

    1) Data Import > Browse and Find your File  or drag and drop > Next

    2) Once file is uploaded here, you will see the list of files which will you import.

    3) Select data maps if you have already created.

    4) Map Fields > map your files with Entity and match fields with display name of that entity.

    5) Review Mapping Summary > want to edit the file click on Edit > Next

    6) Import Data

    I hopes It's Helps

    docs.microsoft.com/.../import-contacts

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