Quick Preview Importing customer data into Dynamics 365 can be simple and efficient. Whether you’re transitioning from another system or adding a large batch of new customers, Microsoft Excel Online offers a practical way to create multiple records at once—without any technical configuration. In this blog, I’ll walk you through a clear, step-by-step approach to importing customer (or any entity) records directly into your Dynamics 365 environment using Excel Online. By the end, you’ll be able to upload bulk data quickly while maintaining accuracy and data consistency. Let’s get started and see how you can seamlessly import multiple customer records into Dynamics 365 using Excel Online. Step 1: Go to the entity’s home page who’s records you want to create (In my case it is customer entity).   Step 2: On the active accounts view (or any view) click on edit columns and add the columns as per the data you want to be fill in. (Don’t forget to hit apply button at the bottom)  Step 2 : Once your view is ready click on Export to Excel Button on the top left and select Open in excel online.  Step 3: If you are using a system view like in this example you will see existing records on the online excel, you can clear those records or keep them as is. If you change any existing record, it will update the data of that record so you can also use this to update existing records at once (I will write a separate blog post for updating records for now let’s focus on creating records)  Step 4: You can then add the data which you want to create to the online excel sheet, in this example I am transferring data from a local excel sheet to the online excel.  Step 5: Once you have added your data on the online excel, hit apply button.  Step 6: You will get a Popup about your data being submitted for import, hit Track Progress.  Step 7: You will see your data has been submitted and is parsing. (It will take couple of minutes to hours depending upon the amount of data you have submitted keep refreshing to see the progress of the records).  Step 8: Once the import job is completed you will see how many records were created successfully and how many failed or partially failed. You can open the import job and check failed entries, correct the entries and re-import   Failed records  All the successfully parsed records will be created in your system.  Importing customer records in Dynamics 365 becomes incredibly seamless with Excel Online. With just a few steps-preparing your view, exporting to Excel, adding your data, and submitting the import-you can create hundreds or even thousands of records in a fraction of the time. This approach not only speeds up data entry but also ensures consistency and reduces manual errors. Hope this helps! 😊  I Hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudFronts.com.

Introduction: Sometimes a user wants to analyze their SQL query results in Microsoft Excel or import existing Excel data sheets as tables in SQL in order to do various data transformations. In both scenarios we can achieve this goal as: Converting Data from SQL table to Excel sheet: Go to tools option on the toolbar on SSMS and select options. In the window that opens select Query Results. Select Results to Grid from the drop down. Check Include column headers when copying results from the checkbox and click on the ok button. Click on the intersection of first row and first column of the SQL Table to select the entire table and then copy it by pressing ctrl + C or by right clicking and selecting copy . Open a new excel sheet and just paste the contents after selecting the first cell. If some columns show values as ##### , just increase the column width. Converting Data from Excel sheet to SQL Table: Right click on the database where you want to import the excel sheet as table and go to tasks and select import data. Select Microsoft Excel as source from the dialog box Select the version of excel you want to convert into If the system gives error that microsoft.ace.oledb drivers are not found download it from Microsoft website based on what  driver version is required. Choose destination as SQL server Native client and enter the server name and credentials Select the sheet which you want to be converted into SQL as table. Click next Wait for the process to complete The new sheet is created as a table in SQL Conclusion: Thus we saw how we can convert SQL table into Excel sheet and vice versa Thank you very much for reading, hope you enjoyed the article!