What good is a system if we don’t have any data in it?! Today, we start the journey to add some data and we are going to start with the basics of data import within the solution itself.
In this video, we will set the tone for the next portion of the series where will be recording 3 ways to get data in:
- Data Import: This is a great way to deal with our historical data. We are assuming that this data was previously managed in Excel. So we can use this to populate the system we have been creating.
- Forms Processing: As we discussed with Phil Topness, we are going to look at creating a simple Forms Processing model with AI Builder. Then we can build a Power App that will consume that model.
- Dynamics 365 Customer Voice: Finally we will revisit our discussion with Megan V. Walker to show how we can create a webform to gather data and bring in to Common Data Service.
If you are looking to do this in your own environment you can also review these Microsoft Docs:
How do you use Data Import? What data is your business currently managing in Excel that you can or should bring into CDS?
This is part of the Power Baseball League Series with Kylie Kiser (follow her on LinkedIn, Twitter or her Blog). You can follow the series on the Power Baseball League Series Page and the Power Baseball League YouTube Playlist as they are added.
You can find Kylie’s content at the following: