To keep track of all your customer data in one place, you may want to import contacts, leads, or other record types into Dynamics 365 Customer Engagement (on-premises) from other sources, such as from an email program, a spreadsheet, or your phone. In this blog we will be looking on how to import bulk data from excel and populating it in Microsoft Dynamics 365 CRM. Use Case: Importing Bulk amount of Leads into Microsoft Dynamics CRM. Solution: Step 1 : How to download a template for data import Go to Settings > Data Management > Templates for Data Import. Select the entity that you want to import the data for from the drop down list, then click Download. (Note) You can use a text file, a compressed zip file, an Excel spreadsheet, or Excel workbook to do the data import. The template will have the fields of that particular entity as the columns to be filled by the user. Adding all the details for the lead to be imported. Step 2 : How to import leads with a template Go to Settings > Data Management > Imports. Click on Import Data > Browse. Choose the file you’d like to upload, then click Next. In this example, I used Lead.xls. (Note) If you used a template for the lead upload, your data will automatically be mapped. If not, see Above for how to get a template for the upload. 4.) Set the owner on the Review Settings and Import Data screen, then click Submit. Once submitted, your lead will show up on the My Imports leads screen. When the upload is completed, the status will show as “Submitted.” 5.) Open Dynamics CRM to see whether the data has been imported or not as in the excel sheet. You can further use this according to your requirement either to import Accounts, Contacts and for many other Entities related customizations. Hope this helps !

Introduction: In this blog article, we will see how we can track changes in data made since last export using Data Entities in D365 Operations. It is basically an SQL Change Tracking feature. Steps: Go to Data Management -> Data Entities. Select the Entity for which you want to enable Change Tracking. In the Action Pane, go to Change Tracking. There are 3 options: Enable primary table – It will only track changes made on root table. Enable entire entity – It will enable tracking for all Writable Datasource used in the entities. Enable custom Query – You can create a custom query to track changes on the required tables. You can also disable the change Tracking by clicking on ‘Disable Change Tracking’ option. You should be careful while enabling change tracking as it will require additional processing for maintaining data for changed records.