Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
Our company recently started using Dynamic NAV, We have a lot of past quotations in excels with customer information to enter into the NAV system.
My role is to create a quotation with customer details, equipment details, application specifications, etc.
Not every quote turns into a customer so I've been creating these from Create new contacts, then create a sales quote manually.
My question is, how do I use an excel file to bulk create quotations that are connected to contact in NAV? Do I have to bulk create contacts first? then import an excel with all the quotation info matching the contacts? or is there a way to bulk create contact + quotes in one sheet.
You may want to explore RapidStart (search for Config Package) and use that instead. Edit in Excel is very helpfull but does not multiple tables all at once.
We have to bulk create contacts first
then import an excel with all the quotation(Sales header Table and Sales Line Table) info matching the contacts
Business Applications communities