How to Import Tasks in D365
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2. In the "Settings" dropdown, select "Data Management"
4. Select the "Task" option from the dropdown list and select "Download" to export to Excel
5. Populate the appropriate fields into the import template
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Subject: Open Text field (e.g., Summer 2024 Enrollment confirmation)
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Regarding: Copied from the "Name" field from the class start table
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Owner: Copied from the Owner of the Opportunity
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Due Date: Set as X number of days prior to the start date
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Task Type: Select from dropdown
7. Navigate back to "Data Management" and select "Imports"
9. Choose the recently saved import file and select "Next"
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