If you feel you’re at the advanced admin stage of managing your Microsoft Dynamics 365/CRM training, this post will help improve your skills and give you the key insight you need to succeed with data mapping, specifically with how to set up a Data Map the correct way to ensure a successful data transfer.
How will your newly-found knowledge of data mapping affect you as an admin?
Before you dive into setting a data map up, it’s important that you understand the concept and functionality of data mapping within Microsoft Dynamics 365/CRM, itself.
That in mind, let’s dive into definitions first, before the how-tos …
Data mapping, in Dynamics, is used to copy data over from a field on one entity to a field on another entity.
It only works when a record for the second entity is created from a record of the original entity. For example, if you qualify a Lead record, certain fields are mapped to the Account, Contact, and Opportunity from the Lead.
Data mapping helps to reduce the need to enter the same data twice, across multiple entities.
To set up a data map in Microsoft Dynamics 365/CRM and take advantage of its full capabilities, follow these steps …
Congrats, you’ve done it!
If you still need help with this process or any other function in your Microsoft Dynamics 365/CRM system, reach out to Ledgeview for help.
Our CRM Support Consultant team is ready to help.
Learn more when you attend any of our upcoming Microsoft Dynamics 365/CRM user group webinars.
Register for the next one here.