This month in Total CRM Bites, we covered Data Management & Importing.
You can view the key topics covered through the links below.
How to import data into Power Apps – Total CRM
When importing data into Power Apps, it is important to make sure your document is formatted correctly. In this video, you will learn best practices and how to make importing data into Power Apps as easy as possible.
Export data from Power Apps – Total CRM
In this video, you will learn the easiest way to export data from Power Apps into Excel.
Export and Re-Import in Power Apps – Total CRM
Export and Re-Import is a helpful tool when you need to bulk update records. In this video, you will be taken through the steps and best practices to successfully update your data.
Configure Duplicate Detection in Power Apps – Total CRM
Ideally when you initially import your data, you confirm that there are no duplicate records. However, sometimes this can slip through the cracks. This video takes you through how you can stop duplicate records from being created in Power Apps.
How to merge records in Power Apps – Total CRM
In time it is inevitable that duplicate records will be created in Power Apps. This video takes you through the steps to merge records without losing your data.
