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Lead Data Import Templates

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Posted on by Dan Barber User Group Leader

Just wondered if anyone else has experienced this behaviour. When generating the Data Import Template for Leads in CRM 2016 or Dynamics 365 it does not appear to contain any of the date fields be they custom or system. I have looked around but no one else seems to have reported this so wanted to put it to the community and see other peoples experiences.

Date fields appear in other templates just not leads and I am aware I can obviously created a custom import template but i was under the impression the data import templates were supposed to contain all fields on an entity.

What are other peoples experience? Is this a bug?

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Community Member Microsoft Employee on at

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RE: Lead Data Import Templates

Hi Dan

You can check out Tenfold, it's a great phone to CRM integration and has all of the features you need and more (click to dial, call pop up, creating new lead and follow up task from pop up, handling multiple matches, etc.). It supports several phone systems and CRMs like MS Dynamics. Here's a list of their integrations: www.tenfold.com/.../dynamics
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TheMarkChristie 10,328 on at

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RE: Lead Data Import Templates

Hi Dan

This is standard behaviour and each time I need to create my own template to do so - You might want to add it to the CRM Ideas Portal

crmideas.dynamics.com/ideas

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