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Customer Service forum

Importing Sales Orders without data entry work

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Hello,

Does anyone know of a way to import a sales order into D365 without data entry work? The sales orders are PDFs but could also be made into XLM. Any suggestions??

Thanks.

  • Johnny Gong Profile Picture
    6,482 Moderator on at
    RE: Importing Sales Orders without data entry work

    Good day MN365,

    I consider Import Data Wizard to help you to import by XML file.

    You use this tool to import data records from one or more comma-separated values (.csv), XML Spreadsheet 2003 (.xml), or text files as doc mentioned.

    Doc Intro: docs.microsoft.com/.../import-data

    Dynamics 365 Data Import Wizard: crmbook.powerobjects.com/.../the-data-import-wizard-in-dynamics-crm

    Regards

    Johnny

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