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Implementing Microsoft Dynamics 365 Customer Engagement

You're reading from   Implementing Microsoft Dynamics 365 Customer Engagement Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
Concepts
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
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Table of Contents (14) Chapters Close

Preface 1. Introduction to Dynamics 365 CE 2. Implementation Methodology FREE CHAPTER 3. Requirement Gathering and Analysis 4. Preparing Functional and Technical Design Documents 5. Configuring Your Dynamics 365 CE Organization 6. Customizing Dynamics 365 CE 7. Extending Dynamics 365 CE 8. Integrating Dynamics 365 CE with Other Applications 9. Business Intelligence and Reporting 10. Testing and User Training Planning 11. Migration and Upgrade 12. Deployment and Go-Live Support 13. Other Books You May Enjoy

Importing data into Dynamics 365 CE

In Chapter 8, Integrating Dynamics 365 CE with Other Applications, we discussed how to use the Dynamics 365 CE SDK to import data into Dynamics 365 CE. Now, let's discuss some more options for feeding data into Dynamics 365 CE. First, we are going to discuss Dynamics 365 CE's out-of-the-box data import wizard.

The Dynamics 365 CE import wizard

The Dynamics 365 CE import wizard is a good option for importing a small amount of data. We can use this wizard to create or update Dynamics 365 CE data. To create new data, we can download data import templates from the Data Management area by taking the following steps:

  1. Navigate to Settings from the top navigation bar and select Data Management...
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