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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Issue Importing New Re...

Customer experience | Sales, Customer Insights,...

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Issue Importing New Records into D365 Sales Professional Due to System-Generated Fields

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Posted on by AL-27120333

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I attempted several methods to import data into Dynamics 365 Sales Professional but consistently encountered error messages, even when using Dataverse to upload the file to the Account table. The issue arises because the first three columns contain system-generated data and record IDs. While I can update existing records, I am unable to import new ones, as the system prompts that some required fields are missing—specifically those first three system-only fields.

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Microsoft Dynamics CRM

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CU10101310-0 4 on at

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Are you using "Templates for data import" under "Data Management" in "Advanced Settings"? If not, try that. Otherwise, import new data from a CSV. If you are attempting to import using an Excel file downloaded from a view, you won't be successful.

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