5 ways to import and update data in Dynamics 365 using Excel

In this video we look at 5 ways to import and update data in Dynamics 365 using Excel.

We'll see how to use: 

* Data Import Wizard
* Export/Import
* Excel Online
* Excel Add/In

[camillep]

Samuel, merci beaucoup!
3 years later and your tutorial is still very much in use. I have spent maybe 3 hours trying to successfully update records in the CRM and have not been able to do so. I watched your video again and following your instructions, it worked!

[isabelbarnard]

Thank you! Spent an hour searching the internet for help and this was literally everything I needed and more :) Keep up the great work!

[invictuz]

Great breakdown of all the options, very thorough walkthrough!

[HemalTalaviya]

Hey Samuel, your video rocks! I've recently started using Dynamics 365, and I'm loving it. But here's the thing: I want to connect an Exported Excel file to our sales data in D365. So, whenever a new project is added to our sales opportunities, it automatically updates in this Exported Excel file I've got saved in a specific spot. That way, I can analyze everything for different products at the end of each month without needing to export a new Excel sheet every single time. Any advice on how to do this seamlessly?

[_JuliaLauren]

This was extremely helpful, thank you!

[userunknozn]

Samuel thanks a lot! This video is a life saver. I'm a very basic user of the Microsoft Dynamics CRM and updating a database of 2000 contacts is very time consuming if you do it one by one through the contact form. Could you please release a video on how to manage campaigns (and campaigns' responses) the right way? I would also love a tutorial on how to create associated fields in forms such as "interested in subject A" or "interested in subject B".
Thanks a lot!

[swnyonh]

Hi, I tried the export stated, edit, and re-import, but I keep getting the "a record was not created or updated because a duplicate..." error. How do I fix this? Other reports say unchecking duplication detection result in duplicate records being created.

[userunknozn]

I have been testing the PowerApps in Excel method you showed at the end of the video to update contacts but I have noticed that the Company field/column is missing. That field is visible on the contact form in Dynamics CRM. Why isn't it showing in the Excel file?

[AFSB]

Hi Samuel. Very, very helpful video! I am interested in the Import/Export Excel method you talked about. Is this only limited to System Admins, or can this be delegated to other roles with less privileges? Could you briefly show how it can be done?

[Pentadrian]

when moving data across environments, how do you keep the "Owner" (ownerid) fields the same? usually find that the importing user is set as the owner of the records

[snowballtingting]

Thank you for the breakdown
I wonder what if we have more than 2 contacts to share the same company and company has more than two locations will be like, when importing. Or contacts have more than one accounts of company.

[RicardoFilho-fefs]

Is it possible to automate this process?
every time a new entry is made on the CRM Dynamics 365 an excel online instance is updated?

[sayedmostafaalem]

I have a question about the excel add-in. Is it possible to add a new row to the table via Macro? Or is it only possible through clicking on the "+ New". I want to import the new rows from a user-form and publish them at the end. Thank you.

[salvadorprimo]

Hi. For instance, if I Import Contacd data, if I fill out the "Company name", the contact is not imported if the Compay still does not exist in the Accounts. Similar situation occurs when I import Accounts (Companys) with a Principal contact name filled out with a Contact name that still does not exist in the Contacts table. Please, Are there any way to solve this kind of relationated tables imports?

[newkidintown]

Great video ❤️ .... I have a question though..is there any way of fetching the data automatically using power automate. As I have to download to excel everyday....any advice would be appreciated ..thanks

[accountingspb]

Just starting D365 this week. We are trying to figure out how to import data that has a discount that needs to be deferred. We have deferral codes set up and are calling them in the import, but in order to get them into the correct posting period, we need access to the Start Date as part of the import. We are using Table ID 81 in our import and the Start Date is not one of the fields that can be called and set. How would I get around this? Thank you for any guidance or direction you can offer.

[ajayv]

Hi, can we update data in Crm fields using Power Automate, when Varing column Excel having data is uploaded into sharepoint folder, suppose there are 10 fields in Dynamics entity.
The Excel can have column only 1 or all 10 or in between 1-10. When Excel is uploaded it should trigger the flow and fetch data from Excel and update those columns in crm which are present is Excel and other columns have to be left as it is with out update.
There is no fixed template for Excel, the number of columns and order of columns in Excel can vary. So how to map the columns from Excel to crm as on each update we will have different Excel template.

[jeffreylumanas]

Hi, I found this so helpfull. If you mind, how do you import multiple SKUs in Dynamic 365 from QB?

[isabelahurduzea]

How can I import multiple contacts for one company?

[jeromeleonardalmario]

Can this be implemented to manipulate data from excel, save the file and automatically update Dynamics data?