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Jim Bertler

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If you are not using ‘Templates for Data Import’ to assist with your Microsoft Dynamics 365 for Sales data imports, you really should be. Importing data in Dynamics can at times be very cumbersome, and using templates can significantly help. It is not necessary to use a template that you have downloaded from Dynamics though. As long as you have your data organized into columns with headers...

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Jim Bertler

Jim Bertler

In Microsoft Dynamics 365 for Sales, importing data has always been an area of contention. Many people have a false notion that importing data should be as easy as clicking a button and magically seeing all of your data in your Dynamics system. Well, although imports do not have to be complicated, they often are because they are not done correctly. Every system handles data differently so...

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Jim Bertler

Jim Bertler

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