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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Mass Import Products t...
Microsoft Dynamics RMS (Archived)

Mass Import Products to Accounts

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Posted on by Community Member

We recently moved to Dynamics and it appears Products were not imported for existing accounts. We need to be able to track which Accounts have which Customer Products. I know can manually add a Customer Product, and can mass update data regarding those CPs that have been added, but we have 4-5k Accounts that need this data.

Is there a way to mass import these CPs the Accounts? I've tried tackling this from the CP side as well as from the Account side, but have not been able to find a way to do this. 

Thanks!

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  • Nataliia Profile Picture
    Nataliia 15 on at
    RE: Mass Import Products to Accounts

    Hello, you can try an automated migration service Data2CRM. The SaaS offers the valuable capabilities like moules mapping and a free Demo migration. You can move the required information swift and securely, as well as without any programming or copy/pasting.

  • Community Member Profile Picture
    Community Member on at
    RE: Mass Import Products to Accounts

    Finally getting back to this. We're on CRM 2016 v8.1.

    I may not be using the proper terms as some elements were setup by a previous team and I'm still getting my barrings around some parts. I'm trying to add "Customer Product" here www.screencast.com/.../gpZVKg10xihJ which come from the price book.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Mass Import Products to Accounts

    which Dynamics product are you running and which version?  RMS does not link products to specific customers.

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