How to Mass Upload an Opportunity in CRM

Overview:

This article provides a step-by-step process on how to upload opportunities in bulk in CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates(X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM sidebar menu, navigate to Sales and select Opportunities.

6. From the command tool bar, click the ellipsis (⋮) and select Import from Excel.

7. A side panel will appear on the right.

8. Click the Choose File button to select and upload the opportunity file in Excel format.

   • Ensure that the fields in the file are mapped correctly to the corresponding fields in Dynamics 365 opportunity records. If the mapping is incorrect or incomplete, the import will not proceed.

9. The field for Select Owner For Imported Records is automatically filled with your name.

10. Once the mapping for all fields is set, click Finish Import to complete the process and import the opportunities.