Import data into Dynamics 365 Sales

Bring customer and sales data quickly into your app by importing it. Dynamics 365 Sales processes import in the background. After an import completes, you can review which records succeeded, failed to import, or were partially imported. To fix the records that failed to import, export them into a separate file, fix them, and then try to import them again. You can delete all records associated with an import.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
Security roles Sales Manager, Sales Professional Manager, or Vice President of Sales
More information: Predefined security roles for Sales

Supported file types and sources

You can import data from the following file types and sources:

  • Comma-separated value (CSV) files.

  • Microsoft Excel templates available in Dynamics 365 Sales.

  • XML (Supported only for Sales Premium and Sales Enterprise)

  • Exchange

Import data

Depending on the Dynamics 365 Sales license you have, select one of the following tabs for specific information:

  1. From the Sales Hub app, select the Settings icon Settings icon., and then Advanced settings.

  2. Follow the instructions in How to import data to import data into Dynamics 365.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

See also

Export data to Excel
Export sales records to PDF