Dynamics Community Forum Thread Details

Unable to map Company Name and custom Contact field during CSV import in Dynamics 365 Sales

Hi everyone,

I’m new to Dynamics 365 Sales and currently migrating data from a third-party CRM.

Here’s what I’ve done so far:

Exported data from the existing CRM to CSV
Cleaned and validated the CSV
Created a custom field on the Contact table in Dynamics 365
Confirmed that both Company Name and the custom field:
- Exist on the Contact form
- Are published
- Are marked as Business Required

Issue:
When I import the CSV and reach the field mapping step, I’m unable to find:

Company Name
My custom custom field

These fields do not appear in the list of available fields for mapping, even though they clearly exist on the Contact table and are visible on the form.

What I’ve already checked:

Fields are added to the Contact form
Fields are published
Field-level security is not enabled
Fields are set to Business Required
Correct table (Contact) is selected during import

Questions:

Why would Company Name and a custom Contact field not appear during CSV field mapping?
Are there specific field types or settings that prevent fields from being available for import?
Do I need to use a different import method (Data Import Wizard vs Power Platform Dataflows)?
Is there a delay or additional publish step required after creating new fields?

Any guidance or best practices for CRM-to-Dynamics migration would be greatly appreciated.

Thanks in advance!

Sounds like an interesting issue. A few things about imports.

1) The field does not need to be required or on a form to allow for importing, it simply needs to exist on the table.

2) Fields with Column-Level-Security are also fine for import, provided you are logged in as a user with the proper permissions.

You briefly mention dataflows in your post. Is that the primary way you are attempting to import the records? Dataflows are great for large number of records but can have a few quirks. If you are under 10,000 records you would be fine to use the classic import tool (it will be slower, but it also pretty dependable).

Import data and control how duplicate records are identified - Dynamics 365 Customer Insights | Microsoft Learn

Quick Links

Subscribe to this forum!