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Customer experience | Sales, Customer Insights,...
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Import functionality deprecated following April22 update?

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Posted on by 156

Hi! It seem like the XML import functionality has been removed following the latest update although was unable to find any reference to this. It was a useful feature for our users to add long lists of products to an existing quote - can someone explain how we can do this now?

cheers

  • Moximox Profile Picture
    Moximox 2 on at
    RE: Import functionality deprecated following April22 update?

    You find it either through powerportal or via the excel import dropdown in the app. 

  • Guido Preite Profile Picture
    Guido Preite 54,073 Moderator on at
    RE: Import functionality deprecated following April22 update?

    which is the OOB app containing this functionality?

  • Suggested answer
    Moximox Profile Picture
    Moximox 2 on at
    RE: Import functionality deprecated following April22 update?

    Import from XML works in 2022 Wave 1 - I just tested it in my sandbox environment. What exactly is the error you getting or are you missing the feature all toghether?

  • Guido Preite Profile Picture
    Guido Preite 54,073 Moderator on at
    RE: Import functionality deprecated following April22 update?

    EDIT:
    maybe that is not a standard function, has someone built that process for your company inside that instance?

    can you share the exact app you are using from the Apps menu

    https://[instancename].crm[x].dynamics.com/main.aspx?forceUCI=1&pagetype=apps

  • jaybeegee Profile Picture
    jaybeegee 156 on at
    RE: Import functionality deprecated following April22 update?

    Sorry can I just double check whether that option is also used to import product items into an existing quote?

  • jaybeegee Profile Picture
    jaybeegee 156 on at
    RE: Import functionality deprecated following April22 update?

    Hi and thanks for taking the time to respond.

    That is not quite the functionality I am looking for - I want the XML import!

    We used to access it from the app setting (see screenshot below):

    pastedimage1650488116767v1.png

    Here are the details of our version:

    Microsoft Dynamics 365

    2022 release wave 1 enabled

    App name: Sales
    Server version: 9.2.22033.00152
    Client version: 1.4.4053-2203.3
  • Nya Profile Picture
    Nya 29,058 on at
    RE: Import functionality deprecated following April22 update?

    Hi,

    Would you please specify the version you are using now?

    Here is the "Import from XML" in my side.

    pastedimage1650437997493v1.png

    And here is my version:

    pastedimage1650438142554v2.png

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