Make sure that the file is in one of the following formats: Put records for each record type in a separate file. Here are some guidelines to help make sure that your file will be imported successfully: More information: Export data to Word or Excel files Excel templates provided by Dynamics 365.You can import data from the following file types: To fix the records that failed to be imported, export them into a separate file, fix them, and then try to import them again (if necessary, you can start over by deleting all records associated with the previous import). After an import is completed, you can review which records were successfully imported, failed to be imported, or were partially imported. You can import data into most record types.ĭynamics 365 processes imports in the background. Bring your customer and sales data quickly into your app by importing it.
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