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Customer experience | Sales, Customer Insights,...
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Importing Issues

Posted on by 45

Hello i am having an issue with importing leads ( Contacts ) into my dynamics 365. When a single lead is manually created, The system via process flow creates the following when lead is created, HQ account, and 3 child accounts. This is not happening when I do this action via import. Here is the file I'm trying to import so if anyone could help me out I would appreciate it. drive.google.com/.../view

  • RE: Importing Issues

    Hello Addison, 

    Thank you for your post. 

    You will have the answer to this post.  you will have to create a plugin for the data import:

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/167017/triggering-a-workflow-upon-import/411780

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