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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Data Management - Sele...
Finance | Project Operations, Human Resources, ...
Answered

Data Management - Selective Field Mapping for Import

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Posted on by jst223 5

Hello,

I'm looking to perform a data import to just update the Sales District for my Customers V3 table / module.

If I'm looking to safely update these values in a data import without impacting the other field. Is the best route to avoid issues 1) selecting Incremental Push, 2) creating an import table that is just the Customer Account and Sales District (with updated information), both or neither?

Thanks in advance!

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  • Verified answer
    MATTGUO Profile Picture
    MATTGUO 22,349 Moderator on at

    Hi Jst223,

    You can do it without Incremental push, and just use customer account and sales district fields.

    And you can also use excel add-in to update the sales district.

    pastedimage1593573290167v3.png

  • Verified answer
    saurabh bharti Profile Picture
    saurabh bharti 15,045 Moderator on at

    Hi,

    As suggested , please use "Excel Addin" from open in excel option, apart from that you can even try "Data Management > Entity > Import

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