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.
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.
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