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Small and medium business | Business Central, N...
Answered

Starting fresh with business central: How do I import data from Dynamics CRM?

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Posted on by 145

As per the title, I'm starting fresh with a business central account and am trying to figure out how, or if it's even possible, to auto populate the items/customers/employees, etc that already exist within the dynamics CRM, into business central? All I can find online is that you have to create excel sheets manually or something and then copy and past entries one by one? That can't be correct. I thought this platform was supposed to tie into the other products seamlessly?

Thanks.

  • Suggested answer
    Amit Baru Profile Picture
    3,029 on at
    RE: Starting fresh with business central: How do I import data from Dynamics CRM?

    Hi,

    Import data by using Configuration Packages. Feature available in BC D365

    Regards

    Amit Sharma

    www.erpconsultors.com

    https://www.linkedin.com/in/amit-sharma-94542440/

    Press yes if info is useful.

  • Verified answer
    YUN ZHU Profile Picture
    85,764 Super User 2025 Season 1 on at
    RE: Starting fresh with business central: How do I import data from Dynamics CRM?

    Hi, hope the following helps.

    https://yzhums.com/8566/

    https://yzhums.com/17065/

    Thanks.

    ZHU

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