Customer Engagement & Dynamics CRM Forum

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#Marketing

  • 1.  #Marketing

    Posted 14 days ago
    Edited by Sophie Marsh 14 days ago
    #CustomerEngagement; #Admin

    Hi
    I'm a System Admin newbie (coming from a background of Super User/Project Manager) just got 260 users live with D365 Customer Engagement using the Unified Interface and Dynamics for Marketing for our event.  Now I have a challenge.......

    Our Training Manager has just confirmed the 2020 schedule of our training courses, nicely and neatly in an Excel spreadsheet, there's circa 200 events.  My question is can i bulk create events from an excel spreadsheet and if i can - how the heck do I do it?

    I want to learn and know how to do it myself but I'm struggling on where to start with this.
    Any links to how to guides would be greatly appreciated.
    Many thanks
    Sophie

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    Sophie Marsh
    Campden BRI
    Chipping Campden
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    Conference-CRMUG_200x200


  • 2.  RE: #Marketing

    Posted 12 days ago
    Hi Sophie
    What information is in the spreadsheet?   You should be able to Import directly from Excel (probably save first as a supported type) - but it will depend if all the info in the spreadsheet is in one entity or not.  Are you using the Marketing App or the marketing within CE (ie the traditional, Sales, Service and Marketing)?

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    Pam Mannell
    PowerObjects, an HCL Company
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    Conference-CRMUG_200x200


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