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Import cases/incidents to CRM365 with Notes

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  • 1.  Import cases/incidents to CRM365 with Notes

    Posted 8 days ago
    Hello All,

    I have CRM365 online 9.0 PRODUCTION.
    I want to import cases/incident data from excel to CRM including Notes to each case.
    Any Advise ?

    Thanks

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    Mohamad Idlepi
    CRM Development Manager
    Cineplex Inc.
    Toronto ON
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  • 2.  RE: Import cases/incidents to CRM365 with Notes
    Best Answer

    TOP CONTRIBUTOR
    Posted 8 days ago
    is it a one-time import (aka data migration) or are you looking for a repeatable process, or a full integration?

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    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
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  • 3.  RE: Import cases/incidents to CRM365 with Notes

    GOLD CONTRIBUTOR
    Posted 8 days ago
    Mohamad, Notes is a separate entity(Annotation) and it should be migrated separately by linking the records to the original case record.

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    Sunil Raheja
    Aha Apps
    Glen Allen VA
    https://www.ahaapps.com/microsoft-dynamics-crm/
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