Upsert to Dynamics 365 from FastStats
To test the upsert, first create a selection in FastStats.
Tip
Create a limited test sample as a selection in FastStats before running a full upsert.
Running the wizard¶
To use the Microsoft Dynamics Wizard:
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Select the icon from the Output Wizards section on the Wizards panel.
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Select the Upload Table and click Next.
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Drag your FastStats selection into the drop zone and click Next.
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Enter a value for any additional fields and click Next.
Note
This step is skipped if you don't have any additional fields.
Note
The additional field value is uploaded to the corresponding field for each record.
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Enter your Microsoft Dynamics Username and Password.
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Add a Description and click Next.
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Click Finish when the upload is complete.
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Log in to Microsoft Dynamics to confirm the data uploaded successfully.
