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In CRM 2016, when I go into Settings, Data Management, and click on Templates for Data Import. One of the drop down options I have is Client Hierarchy. I have a request from a user to change this import spreadsheet that gets generated here. Can I do this and if so, how?
Thank you.
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Hi USA80,
If you just want few columns from the entity and not all then you can use the below approach. As per your requirement, you could have just used the view you have created.
1. Run an advance find, add the columns you want in your template.
2. In the query condition, select a condition which will never be true like created on tomorrow. This to ensure that advance find doesn't return any record and just generate the layout
3. Run the query, because of the condition, there will be no record. From here, click download excel button. This will download the excel file.
4) Now you have an excel template with just your columns. You can add values and then import it in crm in the normal way.
Hope this helps.
No you can not , its default behavior . However you can delete the field from the template and also without fill the data you can import the template, in that case field should not be mandatory.
Hi ,
All the fields that are part of published forms and all the required fields of an Entity will be included when you click on the "download template for import" . So make sure the fields are included in the form or should be mandatory in that case import template will change accordingly.
Hope this helps.
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Mohamed Amine Mahmoudi
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