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Adding Notes to Bulk Import

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Posted on by Eko_Jay

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Hello Guys,

I'm bulk importing contacts via [Excel/CSV] into Dynamics 365 Sales Hub. I want each contact to have a Note (under the Timeline/Activity) recording the product purchase date.

My data includes a purchase date column, is there a way to map this during import, or do I need a different approach like Power Automate?

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Microsoft Dynamics CRM

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ManoVerse 1,147 Super User 2026 Season 1 on at

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You cannot add Notes (Timeline entries) directly during a bulk Excel/CSV import in Dynamics 365 Sales. Notes are stored in a separate table and are not supported by the Import Wizard. you should use Power Automate to automatically create a Note (Timeline entry) for each Contact using that date.

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Eko_Jay 5 on at

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Thank You. This was helpful

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