Using the Excel Workbook Designer to Create Data Import Templates

In the past importing data into Microsoft Dynamics has been a little bit of work. The Data Management tools within Dynamics 365 for Operations makes it a little easier to package data up into data sets.

But if we want an easier way to import in data then there is a second option which is the Excel Workbook Designer which allows us to create Excel templates directly from the data entities and then use them to access and even import data within minutes.

In this walkthrough we will show how yo...