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Customer experience | Sales, Customer Insights,...
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Data import

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Posted on by 5

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Any idea about it? someone already had this kind of experience?

 

  

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  • Suggested answer
    MikeC282 Profile Picture
    2,175 on at

    Hey bud.

    If you're looking to import things into Dynamics via a spreadsheet. I'd highly recommend this tool from the XRM toolbox called Data Import++.

    This works much better than the out of the box import method and allows you to specify keys for matching.

    pastedimage1612936552412v1.png

    Below are instructions on how to use it.

    https://www.d365tips.com/post/xrmtoolbox-dataimport#:~:text=Data%20Import%2B%2B%20is%20an,exploring%20all%20of%20its%20functionalities.

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