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Dynamics 365 Data Templates - download only specific fields

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Posted on by Vness

When you download a template for Data import is there anyway that you can download the fields for a specific form only.

I have downloaded the opportunity template and all available fields for a opportunity are downloaded.

We have several forms set up for different business areas and they all have some bespoke field.

It would be great if when you went to the download a data import template area it allowed you to not only select the entity you required but also the form you needed and then only those fields on that form would be downloaded to the template.

.Does anyone know how to only download the form fields i require as i don't want to have to manually remove the not needed fields before i send to the user.

Any help

Thanks

Vanessa

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Wahaj Rashid 11,319 on at

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RE: Dynamics 365 Data Templates - download only specific fields

Hi,

Please note, to import new records (not updates) you can have design different templates. And the create Date Import Maps for each type.

For example:

Retail Accounts - Excel:

Account Name

Revenue

Territory

Supplier Accounts - Excel:

Account Name

Credit Limit

Now you can map both files against 2 data import maps and only map the filed based on file type.
Vness 71 on at

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RE: Dynamics 365 Data Templates - download only specific fields

Thanks for your response.

I have made the suggestion.
LuHao 40,872 on at

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RE: Dynamics 365 Data Templates - download only specific fields

Hi Vanessa,

Unfortunately, currently there is no function in the D365, so I would recommend you share this suggestion in the Ideas.

experience.dynamics.com/.../