Data Import Issues and It's resolution points

  Hi friends , I am back here to present you the solutions for Data Import Issues we usually face in Microsoft Dynamics CRM application.Hope it will help you while working with the application.

Data Import:

Out of Box Data Import feature allows us to upload data from various customer relationship management systems and data sources (like Excel, Xml...) into Microsoft Dynamics 365. Data will be imported into standard and customized attributes of most business and custom entities .Notes and Attachments can also be included in data import.

    

Data Import Issues:

                While importing the Excel and Xml data into CRM, by following the Microsoft suggested guidelines most of the errors can be avoided. But in some scenarios the following issues may occur during data import.

The Issues which we may face during Data Import are:

1.    Update Field/Attribute Issues

2.     Insert Value to Attribute Issues

3.     Duplication of Records Issues

1.     Update Field/Attribute Issues:

                                                        While importing data into Microsoft Dynamics CRM using Data Import wizard, Attributes/Fields data is not updated in the CRM instead a new record will be created which will lead to duplication. A couple of approaches are provided below to resolve this issue and to successfully update the attribute.

                Updating records in Microsoft Dynamics CRM can be done using following functions:

1.   UpdateExisting records by Export to Excel
2.   Using Export to Excel Online feature

2.     Insert Value to Attribute Issues:

 The list of records which are not exported from CRM, but if we want them to update to CRM or add those records as newly created records in CRM, the below approaches are suggested.   We can add new rows in excel with the details mentioned in respective columns. Refer Solution1 for the same.

3.     Duplication of Records Issues:

When we are trying to import the records into the Dynamics CRM with the records or data which already exists in CRM, then it may lead to duplication of records. The below are the suggested approaches to avoid this duplication of records.

1.     Select ‘No’ Radio button for Allow Duplicates option in the Import Data wizard.

 Approach:

Steps to Select No Option:

1.     Open Import Data wizard in Entity Records Page and click on Import Data option.

2.     Open Import Data wizard, and click on browse option to upload the file which need to be uploaded.

3.     Select No Radio button in the Allow Duplicates option in order to not allow duplicates importing into the CRM.

                            

è Click on No radio button in order to not allow duplicates.

4.     Click on submit to proceed further and import data into CRM without any duplicate data inserted into CRM.

Hope this article helps you in successfully importing data into the Dynamics 365 without any duplication of records.

Hence, data can be uploaded into Dynamics 365 without any issues by following the approaches mentioned above for all the possible issues which may occur for Importing Data using Data Import wizard.