Importing customer data into Dynamics 365 doesn’t have to be complicated. Whether you’re migrating from another system or onboarding a large volume of new customers, using Microsoft Excel Online provides a quick, user-friendly, and efficient way to create multiple records at once-without any technical setup. In this blog, I’ll walk you through a simple step-by-step process to import customer (or any entity) records directly into your Dynamics 365 environment using Excel Online, ensuring clean, fast, and accurate data entry. Let’s say you want to import customer records or any entity records in dynamics CRM in this blog I will show you how you can import multiple customer records into your dynamics 365 environment simply using Microsoft 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.

There are many ways to update multiple records of a dynamics CRM entity, in this blog let’s see one of the easiest and faster way to do it that is by using excel online.  Let’s consider an example, let’s say you have a fixed number of account records and you manually want to update the account number.  Step 1: Go to the entity’s home page who’s records you want to update.  Step 2: On the All-Accounts view (or any view) clicks on edit columns and add the columns as which you want to update in my case it is Account Number.  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:  This will open all your accounts in an excel sheet in a pop-up window.  Step 4: Now you just need to update the columns which you want to update and hit save (I am adding all the account numbers).  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 for updating 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 (All my reports where successfully updates)  Failed records (Sample from some older imports)  All the successfully parsed records will be updated in your system.  Before Update:   After Update:   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.

What Makes Custom Pages Unique? Key Differences Between Custom Pages and Canvas Apps Benefits of Using Custom Pages in D365 Conclusion In conclusion, Custom Pages stand out as a powerful tool for enhancing the functionality and user experience within the D365 ecosystem. By offering seamless integration with Model-Driven Apps, advanced design capabilities, and tailored interactions, Custom Pages provide users with a dynamic, responsive interface that feels native to the D365 environment. While Canvas Apps offer broader cross-platform flexibility, Custom Pages excel in scenarios requiring deep integration and advanced Model-Driven functionalities. Whether you’re looking to improve user engagement or create personalized, context-sensitive workflows, Custom Pages offer a unique advantage, making them an essential tool for any D365 implementation. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com. Reference Links PowerApps Custom Page: Microsoft Documentation – Custom Page

Hi All, Have you ever wondered how to use Dataverse In-App notification that can be helpful in many scenarios, I’ll give an overview of the usage with a use-case. Documentation Link Business Insights in Real-Time – Documentation This is the In-App Notification Let’s see how to create such an In-App notification Step 1: In order to use this In-App notification, we need to enable it. -> Go to Editor of Model-Drivel App -> Click on Settings -> Click on ‘Features’ -> Enable ‘In-App Notification’ Note: This In-App notification creates records in Dataverse, therefore the storage will be consumed. There’s also a time-based auto-deletion that can be configured by Admin. Step 2: Save & Publish your Model-Driven App. You will see a Bell Icon on the top-right of the App. Step 3: Now, we will create the notification. There are 3 ways to create the notification, Using JavaScript -> will be using in this example Using C# Plugins (Dataverse SDK) Using HTTP Request (Web API) Step 4: As example, I will be sending a Notification to me but you can configure it to send to anyone in the organization. Note: You must have the necessary permissions to do so, Admin can configure these privileges by customizing Security Roles for the ‘app notification‘ table Refer what type of format you want to display from the documentation link provided above Step 5: I’ve created a Web-Resource that triggers when I manually close the case, So when I close a case, here’s the output. Note: You can automate these and send to anyone.Some examples are:1. Automatic send Notification of new case created to assigned person.2. Automatic notification to the Team whenever a critical ticket is raised.3. Apart from these, you can have notification whenever a Business critical flow has been failed. Some of the best ways to use is with having rich user experience with Icons and formatting options that are available to use.Icons, font styling and mentioning anyone That’s how we can achieve In-App notifications. Hope this helped you!

Hi Everyone, If you are using Custom Pages in your Model Driven App and would like to have multiple languages as per User’s Personal settings? Here’s a quick helpful method for Custom Pages Step 1: Let’s start by creating a Custom Page Go to PowerApps Maker Studio, in your selected environment outside or inside a solution. Add new Custom Page Step 2: Fill your app as per requirement. I’ll just keep it basic. Note: OOTB Tables/Entities will show translated values except custom text/tooltip/custom tables, etc. Below, for my custom Title Label. I have used Language() function to detect the User’s language set in Personal Settings applied on Browser Level. Step 3: Save, Add and Publish the Page on Site Map (Edit in Preview) section. Reload your Model Driven App to see the effect User’s Language set as English User’s Language set as Spanish Select Spanish in Personal Settings That’s how simple it is to set Language in your Custom Page. Note: If you are working with Custom Entities, BPFs you need to add translation for the Language in Data verse manually. Please follow the steps mentioned in this Blog: Enable language translation on Custom solutions in Dynamics CRM. Hope this helps 🙂