Import Manager for Microsoft Dynamics 365
Import manager can import from CSV, EXCEL and even copy and paste from a section of an excel sheet (useful if you only want to import from a part of a supplier quote).
Import Manager is easy for end users to Import records into Sub-grids without systems admin knowledge. End users can use it quickly and easily without special access to the systems admin IMPORT function.
Key Benefits
- Identifies errors in the import
- Works from subgrids i.e imports into a parent entity
- Uses standard Dynamics Actions
- Ensure only key fields can be selected
- Mandatory fields are identified in the Action
- Additional record processing & import checking can be built into the Action.
Simple data imports for any entity in Microsoft Dynamics CE :