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Import cases/incidents to CRM365 with Notes

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  • 1.  Import cases/incidents to CRM365 with Notes

    SILVER CONTRIBUTOR
    Posted Jul 09, 2019 02:37 PM
    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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    Conference-CRMUG_200x200


  • 2.  RE: Import cases/incidents to CRM365 with Notes
    Best Answer

    TOP CONTRIBUTOR
    Posted Jul 09, 2019 08:18 PM
    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

    TOP CONTRIBUTOR
    Posted Jul 09, 2019 10:44 PM
    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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