Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition

Scenario 3

Acme Ltd. has been using Excel files to manage its sales contacts, and it now wishes to import its contacts (essential fields) into Dynamics 365 in one go. Dynamics 365 provides out-of-the-box data import files for this purpose:

1. The following is the Excel file that the Acme Ltd. sales team wants to import into its Dynamics 365 contacts:

• The essential fields that Acme Ltd. wants to initially import are as follows:
  • First Name: This is the first name of the contact
  • Last Name: This is the last name of the contact
  • Company: This is the company to which the contact belongs
  • Email: This is the email for communicating with the contact ...