Customer Engagement & Dynamics CRM Forum

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  • 1.  #Marketing

    Posted Oct 05, 2019 05:38 AM
    Edited by Sophie Marsh Oct 05, 2019 05:45 AM
    #CustomerEngagement; #Admin

    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 Marsh
    Campden BRI
    Chipping Campden
    Academy - Online Interactive Learning from Experts

  • 2.  RE: #Marketing

    Posted Oct 07, 2019 03:44 AM
    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)?

    Pam Mannell
    PowerObjects, an HCL Company

    Academy - Online Interactive Learning from Experts

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