Hi there, I've tried searching through past posts but haven't found a clear answer.
I am trying to import new Accounts into my CRM but struggling to find a method that works. So far:
- I have exported my Account data from my previous CRM into an excel file.
- I've downloaded the "Accounts" template from Dynamics.
This is the part that I'm stuck on - the table format of the data that I exported from my old CRM is not the same as the table format of the template. Is there an easy application I can use to map my fields to the corresponding fields in Dynamics?
I've tried navigating to Settings -> Data Management -> Imports
I've also taken a look at the Data Loader on this page https://integrator.lcs.dynamics.com/DataLoader/Index
Is there an easier way to do this? I thought importing and data mapping would be much more intuitive than this.