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How to Prep and Import Sales Data for Microsoft Dynamics 365

A technical guide to preparing and importing your sales data for Microsoft Dynamics 365

Data prep can seem overwhelming at first, but there are a few steps you can take to simplify this critical process.

In this step-by-step guide we cover:

  • Things to consider before importing data
  • How to prep data within Microsoft Dynamics 365 for Sales
  • Data import steps, including creating a new field, creating a new entity, and saving a data map
  • Plus helpful hints and tips

Read this for the step-by-step guide on importing data for Microsoft Dynamics 365 for Sales.

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