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.

To use the Microsoft Dynamics Wizard:

1. Select the icon from the Output Wizards section on the Wizards panel.

   

2. Select the Upload Table and click Next.

   

3. Drag your FastStats selection into the drop zone and click Next.

   

4. 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.

5. Enter your Microsoft Dynamics Username and Password.

6. Add a Description and click Next.

   

7. Click Finish when the upload is finished.

   

8. Login to Microsoft Dynamics to confirm the data uploaded successfully.