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Microsoft Dynamics CRM (Archived)

Is it possible to maintain a data map via forms?

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Posted on by 45

I am new to Dynamics CRM and have been testing data imports (in 2011 version) using the forms provided.

I have created and saved a data map, and I can export it to XML and re-import the XML, but I cannot find anywhere where I can maintain it within CRM.  There is a form to maintain its name (Settings, Data Management, Data Maps, select) but I cannot get at the mappings from there.  The only method  have found is to run the import wizard and alter the mappings in there, then save the map with a different name.  This works but is clumsy.

Is there a provision for maintaining a data map, or am I missing a necessary permission?

If there is no maintenance form, another option is to edit the exported source XML.  Is there any guidance available for doing this?

Thanks in advance for any advice.

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  • Suggested answer
    Satish Tiwari - CRM Profile Picture
    Microsoft Employee on at

    Hello Simon,

    Does this issue still persist in CRM ?

    Regards,

    Satish

  • Simon Sellick Profile Picture
    45 on at

    Hi Satish,

    I could not find any way to maintain a data map within CRM, so I maintain the XML manually.

    Regards,

    Simon.

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