Implementing Microsoft Dynamics 365 Customer Engagement

The Dynamics 365 CE import wizard

The Dynamics 365 CE import wizard is a good option for importing a small amount of data. We can use this wizard to create or update Dynamics 365 CE data. To create new data, we can download data import templates from the Data Management area by taking the following steps:

1. Navigate to Settings from the top navigation bar and select Data Management, or log in to admin.powerplatform.microsoft.com. Select your environment, then click Settings | Templates for Data Import templates. 
2. When you click on Templates for Data Import, a dialog window will open, as in the following screenshot, where we can select our entity name from the drop-down list:

3. When we click on the Download button, it will download an Excel ...