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How to Download a template for data import in Dynamics 365 CE

Here is the quick tip on how to download a template for data import in Dynamics 365 CE.

Some of the customers will be storing the data in spreadsheets, databases, or other systems. They need to import the data into Dynamics 365 Customer Engagement so they can keep track of all your customer information in one place.

They can use the templates for importing many types of records, such as accounts, leads, or cases records into Dynamics 365 CE. There is a complete list in the Templates for Data Import wizard.

  1. Make sure you have the System Administrator security role or equivalent permissions.
  2. Go to Settings > Data Management.
  3. Choose Templates for Data Import.

I hope this blog post helps you. If you are interested to know more on this topic then, I encourage you to check out my blog on this.

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