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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create mass data with ...
Microsoft Dynamics CRM (Archived)

Create mass data with a worklflow

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Posted on by hidoya 95

Hello everybody,


I want to create a workflow in my CRM and it should create a lot of opportunities at once. Could you help me with creating the workflow?
(I need it to check if we got a bug in our system)


Best Regards and Thanks

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  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,027 Moderator on at
    RE: Create mass data with a worklflow

    Hi hidoya,

    Have you considered exporting an Opportunity Data Import Template, filling it with data, and importing it back into your Dynamics 365 instance? This will give you a lot of control over the Opportunity records you are creating, and will allow you to create records quickly.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Create mass data with a worklflow

    Agree, if you just need to insert data then you can import the data using excel. There is no need to create a workflow and i don't think it would work as it requires a trigger. If you are not aware of the Excel import, you can refer the below links-

    docs.microsoft.com/.../import-accounts-leads-other-data

    crmbook.powerobjects.com/.../the-data-import-wizard-in-dynamics-crm

    Hope this helps.

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