In Dynamics 365 CRM, by using Out of Box Features one can easily import data with the use of excel spread sheets. In this post , I am going to show how one can easily import contacts as an example in Dynamics 365 CRM with the help of templates.
Step 1 :
Login to the trial / D365 CRM Environment by giving username and password, if you want to know about how to create a trial environment you can refer to my earlier blogs as shown below .
Step 2 :
Now navigate to entity Contact and select My Active Contacts view and click on download template as shown below.
Step 3 :
In the Step 2, when user clicks on Download template a new popup will open like below as shown below and select on download which will download an predefined excel template corresponding to My Active Contacts View as shown below.
Step 4 :
Open spread sheet which is downloaded from step 3 and open it ,it will look like below
Step 5 : As we are trying to create new contacts, delete existing rows and shown below
Step 6 : After deleting rows from the step 5, enter some contact information, here in the example I gave 2 contacts and save it as shown below.
Step 7 : Now again go to the CRM Environment like in Step 3 , and select 3 dots at the right and then select option Import from Excel as shown below.
Step 8 : After Step 7, a new quick import from excel shows and click on Choose file and select contact spread sheet which filled in Step 6 and click on open as shown below.
Step 9 : After Step 8, click on Next button as shown below .
Step 10 : After Step 9, click on Finish Import as shown below .
Step 11: After Step 10, a message will be shown your data has been submitted for import,click on Done as shown below
Step 12: After Step 11, Navigate to Settings -> Data Management as shown below
Step 13: After Step 12, Select Imports as shown below
Step 14: After Step 13, Select Imports and you can see 2 records that we have imported with status reason completed as shown below
Step 15: After Step 14, Go to My active contacts screen and you could observe 2 new records created as shown below
- In case if there are any mandatory fields then those fields to needs to be mapped
- Don’t change any column names of the Downloaded Excel Template of step 2.
In this way , one can easily do simple data import of contacts into Dynamics CRM with Out of Box features of Dynamics CRM.