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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Data Import issue usin...
Microsoft Dynamics CRM (Archived)

Data Import issue using OOB template

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Posted on by yesyesvee07 235

Hello All,

I am facing a weird issue in CRM 2015 Production, when i do an data import in Lead using OOB template, CRM is not recognizing the actual owner field(full name) which is specified in the template.

In other environments, it is getting recognized properly and the owner field is filled appropriately.

Also, if we convert the same template to CSV file, it is getting recognized properly.

Any idea what is the reason behind this? Also, do we have control on that to map the field manually?

Regards,

Srini

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  • Community Member Profile Picture
    Community Member on at

    Hmm.. I always love using the downloaded template since it maps (usually) perfectly. What you could do is just use your own excel file and on import, tell it which fields map to what. This does sound like a really bizarre issue since it is working in other environments. I would create a ticket with Microsoft to get more support on this.

  • Community Member Profile Picture
    Community Member on at

    Can you please clarify 'CRM is not recognizing the actual owner field(full name)'.

    Do you mean that CRM maps all other fields automatically except Owner?

    Or does this mean that the data imports but the Owner field in CRM is not updated to the owner in the import file?

    I think it is likely that you mean the first case. If that is so, I can only suggest the obvious step of re-downloading the import template to make sure you have the very latest version from the correct environment (which, no doubt you have already done).

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