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Microsoft Dynamics 365 CRM – Data Management Settings / Data Import

February 7 @ 10:00 am - 11:30 am

training feb 7-01


  • Introduction
  • Data Management Settings
    What is Data Management Configuration?
  • Duplicate Detection
    How to Configure Duplicate Detection Rules
  • Bulk Record Deletion
    How to Configure Processes for Mass Deletion of Records
  • Data Maps
    How to Perform Data Import Mapping
  • Imports
    How to Carry out the Data Importation Processes
  • Templates for Data Import
    How to Configure Templates for Data Import
  • Field Translations
    How to Upload Custom Field Translations

    After this session you will be able to:
    Carry out configuration processes of the rules, import files through excel and CSV files, carry out file mapping processes, and upload personalized translations to the system.


In order to get enrolled for free, please note certain terms, conditions and steps:

  • This is NOT a sales activity and trainings are only in english
  • RSVP per individual is required.  Seats/connections are limited.  Confirmations will be on a first come, first serve basis.  More than one person per company is allowed
  • Please email for any questions.  Please note that you can now register online with the link under each class
  • Versions of Dynamics and/or Oracle JD Edwards used for the training vary.  Optimus tries and conducts trainings to generically cover the current and past 2 versions of the ERP or CRM system.  If a student has doubts, you may email to confirm a version included in a training
  • Students will be given training by senior Optimus consultants / instructors or industry invitee experts with the goal of teaching usage of the particular functionality or business concepts
  • If a course is for a software system, the course is meant to be used in live client system environments or for customers who may try and activate functionality internally by their own staff.  The training is not meant for customers who are in the middle of an implementation
  • This training is NO SUBSTITUTE for training of an active in progress implementation and/or project
  • If a client takes 10 of these trainings per year, this represents an incentive valued at $4,500 USD.  This ROI is calculated assuming a client would pay 3 hours (1 prep and 2 execution) in consulting fees at regular rates for such a course

For additional questions, please email:

You may find additional information on our company at


February 7
10:00 am - 11:30 am
Event Category:


Zoom Webinar


Optimus Business Transformation
+1 (786) 618-2328
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