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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to add columns to ...
Customer experience | Sales, Customer Insights,...
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How to add columns to an import template?

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Posted on by Luxday 3
Hii,

I would like to modify the Imports Prospects and Contacts section in my CRM.
I want to be able to add additional columns compared to what is already there. I have already modified the View, and it added them.
 
But when I look at the Import Prospects and Contacts columns and data part of my table, the columns are not present, and when I try to import into the created contacts, the fields I added in the view and in the Excel are not there.
If I try to modify it there, it doesn't offer me the fields related to contacts.
 
I have the same question (0)
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi,
    We can only add columns of current table in the 'Table columns and data' section.
    Based on your first screenshot, that column(Contact Category) is from another related table(Contact), which can be added in the view.
    Also, we can't update this column through importing current table.
    The columns themselves are located in the table to be imported and cannot span tables.
  • Luxday Profile Picture
    Luxday 3 on at
    So I could not modify the import so that when I do an import there is a Contact Category to put (in Excel) which is then used to create the contact??
    How can I do it?

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