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While I am importing my invoice file in crm I got this error . This unmapped fields are not shown in the list to map . what shall I do?
Just click on the field beside the exclamation mark and it'll give you the options to choose from.
You can generally choose to ignore any fields you haven't got data for.
Ya I also select that Ignore option. but after importing its shows 0 .00 only in the field which I ignored. I cant import my invoice file Correctly.
It is going to show 0.00 (or null) in any field that isn't mapped/brought in.
You should include it in your spreadsheet if you need the information to appear in CRM.
What is the name of the field that is the issue for you?
wait I will show you by showing some screen shots
I have this much fields in my crm account . Acutally I itself create all fields using "Create personal View" option and export these fields into excel sheet. Then fill some datas in that excel sheet and try to import again into crm. while I importing invoice file into crm, only I got that Unmapped error.
The issue you've got is that it appears in your import file, but you are trying to import into fields that are auto-calculated by CRM.
If you remember from a previous forum thread of yours - and our long discussions - you can't actually do that. You can't import into a calculated field.
What you should do is bring in the fields you can (that are not calculated) and then you import another file e.g. of Invoice Products which hold all the details of the products sold as part of each invoice. Then once those details have been brought into CRM, CRM will automatically calculate those fields at the Invoice level for you.
The alternative is to create custom fields like we did to capture the Total Invoice amount (see the previous forum thread/discussion).
I cant Understand can you please explain me clearly.
A person may buy more than one product and pay for them all under the one invoice. E.g. I go to the shop and I get 1 bucket and 1 mop. I pay for them with one transaction. The shop gives me one invoice/receipt that lists the 2 items I have bought. It also shows the total amount that was due / I paid.
That is how Invoices work in CRM.
An invoice is a parent level record.
An invoice can have one or more invoice products (e.g. 1 mop, 1 bucket).
At the invoice level there is a total amount, a total amount of tax etc which is the sum of the prices for the mop and the bucket. These are automatically calculated by CRM from the 2 invoice product records that have been created.
So you need to:
1. Import your Invoice records. (dates, customer name etc)
2. Then you need to import your Invoice Product records that show exactly which products they have purchased and how many items of each. These records need to include a lookup to the Invoice they relate to.
Once you do the second step, CRM should automatically populate the total fields at the Invoice level with the totals of the associated Invoice Product (child level) records.
The fields on your spreadsheet are not ones you can import into CRM.
You cannot import calculated fields into the Invoice record.
ok mscrmba how to import invoice product records? where Should I get Invoice product record through crm?
Go to Advanced Find
Select Invoice Products
Edit Columns to add in any that you need.
Click on Results
Export for Reimport
ok wait I have a check.
I think you guide me in a corrct way. I have created new Invoice Product record In Advance Find option . Now I have to add Detail amount Field , Discount , Total tax, Freight amount fields in that new Invoice product record . Is it possible. Then please tell me how to export the New Invoice product record Which I have create where I can get.?
Hai Mscrmba I created "New Invoice product" record in Advance Find option. and I export that file and added some values in that file . Now I want to import that Invoice product file in crm . where I go and import that file again. then I need to add some more fields in that invoice product record . Is it possible? please guide me. After importing Invoice product record , next what shall I do ? I am waiting for your reply....
You can use the Import Template
Go to Settings -> Data management -> Templates for Data Import
Then, choose your entity: Invoice Product and then you download it
To know more about Import Template you can check here
Hope this helps.
Sorry - had gone to sleep...
Simpler to make sure the file format you export initially has all the fields you need to import on it already - e.g. quantity, product etc.
Import just like you've done for the other files you've imported.
Once both files are imported the Invoice will calculate the amounts it needs to display (including the totals of the associated Invoice Products).
Note: You need to make sure you have the setting set to auto-calculate:
Go to Settings>Administration>System Settings>Sales>Set Pricing Calculation Preference = Use System Pricing Calculation = 'Yes'
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