Importing Accounts to CRM

Pre-requisites

Performing this provisioning will require the following:

• Access to Dynamics 365

Time required

The provisioning process is expected to take 15 minutes.

Additional Notes

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Make sure to add any Custom required filed

• Red fields are mandatory for import, the other ones are optional
• Relationship Types is recommended to be "Customer"
• Recommend entering data for: "Address 1: Country/Region"
• Do you have custom-required fields? If so, add them
• Please erase these red text cells when preparing your file

Procedure

1. Populate the Excel template. Add the Account names to the “Company Name” column in the “Account Details Import” Excel template.
   • Optional: Add data to the remaining columns in the Excel template (Ex: Main Phone, Company Email, etc…
   1. Relationship Types is recommended to be "Customer"
   2. Recommend entering data for: "Address 1: Country/Region" (Ex: Unites States, Canada, etc….)
2. Remove any columns that do not contain data. Ex: If data is not required in the “Email” column, remove the “Email” Column.
3. Save the file as a “.CSV” file (CSV (Comma Delimited) (*.csv)

4. Navigate to D365 CRM/Accounts

5. From the top right of D365 CRM select “Import from Excel” and select the arrow, select “Import from CSV”. This function may also be found by clicking the 3 vertical dots on the top right

6. Choose the CSV Excel file to be imported by clicking “Choose File”

7. From the bottom of the pop-up window, click “Next”
8. The next window should be set up as follows:

9. From the bottom of the pop-up window, click “Review Mapping”. The view will change to the following. NOTE: You may need to adjust the “Primary Fields/Account Name = Company Name”. Review the mapping and make mapping adjustments if needed.

10. From the bottom of the pop-up window, click “Finish Import”
11. From the bottom of the pop-up window, click “Track Progress”
12. Click “Ok” if a pop-up appears mentioning “Leave this page”
13. The following import progress tracker will appear. Note: Click the “Refresh” button to refresh the “Status Reason”. The goal is to have the number of “Total Processed” to equal “Successes”

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Your accounts have been imported