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Microsoft Dynamics 365 | Integration, Dataverse...
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how to import data from excel for sales line during order

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when I am going to import data in the sales line from an Excel sheet then it requires 'document no'  but we need to call document no from the sales header automatically
  • Martin Dráb Profile Picture
    Martin Dráb 231,430 Most Valuable Professional on at
    how to import data from excel for sales line during order
    D365 consists of many applications, such as Finance and Operations, Sales or Business Central. You're asking in D365 general forum, therefore it's not clear which product you have in mind. Please add this information.
  • Yasas Profile Picture
    Yasas 55 on at
    how to import data from excel for sales line during order
    Hi,

    Can you share a screenshot with us for better understanding?
     
    BR,
    Yasas.

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