Views:

Applies to Dynamics 365 (online), version 9.x
Applies to Dynamics 365 (online), version 8.x

Whether your data is stored in spreadsheets, databases, or other systems, you'll want to import the data into Dynamics 365 so you can keep track of all your customer information in one place. You use templates for importing many types of records, such as accounts, leads or cases. There is a complete list in the Templates for Data Import wizard.

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Data Management.

  3. Choose Templates for Data Import.

  4. In the Templates for Data Import dialog box, choose the record type that you want to download the template for, and then select Download.

  5. In the file download box, click Save or Save as and navigate to a location for the file.

  6. Choose Close.