The process of D365 export to Excel and reimport in Dynamics 365 Sales typically involves exporting data from the system, making changes or updates to the exported data, and then re-importing the modified data back into the system.
Please note that the exact steps and features may change, so it’s essential to refer to the most recent documentation or contact Microsoft support for the latest guidance.
Here is a general overview of how the data export, cleanse with DQ for Excel and re-import process typically works in Dynamics 365 Sales:
1. D365 Export to Excel:
- Navigate to the appropriate module in Dynamics 365 Sales, such as Accounts, Contacts, Leads, or Opportunities.
- Select the records you want to export. You can use filters and views to narrow down the selection.
- Click on the export option, which may be in the toolbar or a menu. The export function typically allows you to choose the format in which you want to export the data, such as Excel or CSV.
Follow the prompts to configure the export settings, including selecting the specific fields you want to export.
2. Modify Data:
- Open the exported file in your chosen format (e.g., Excel or CSV).
- Make the necessary changes or updates to the data in the file. You can add, edit, or delete records as needed.
- Using the DQ for Excel™ will allow you to: validate, format, verify, authenticate, suppress, and enrich data with ease.
- Ensure that you follow any data formatting guidelines to prevent import errors.
3. Save the Modified Data:
- After making the required changes, save the file in the same format (e.g., Excel or CSV) without changing the file structure.
4. Re-Import Data:
- Return to Dynamics 365 Sales and navigate to the module where you exported the data.
- Look for the import option, which is typically located in the toolbar or a menu.
- Start the import process by selecting the modified data file you saved earlier.
- Follow the import wizard or steps provided by Dynamics 365 Sales. You may need to map the fields in your data file to the corresponding fields in the CRM system during this process.
- Review the import summary and resolve any issues or errors that may occur during the import process.
5. Complete the Import:
- Once the import is successful, you will typically receive a confirmation message.
- Verify that the imported data appears correctly in Dynamics 365 Sales.
6. Validation and Cleanup:
- After importing, it’s essential to validate that the data is accurate and complete. You may need to perform additional cleanup or data reconciliation if necessary.
Please note that the exact steps and options for data export and import may vary depending on the version of Dynamics 365 Sales you are using, and Microsoft may have introduced new features or changes since this was written. Therefore, I recommend consulting the official Microsoft Dynamics 365 Sales documentation or seeking assistance from Microsoft support for the most up-to-date information and guidance on data export and re-import processes.
Using this approach, it is simple to cleanse and maintain D365 Sales customer data, without the help of your busy I.T. Department.