web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Dynamics 365 Data Templates - download only specific fields

(0) ShareShare
ReportReport
Posted on by 129

Hi 

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

I have the same question (0)
  • LuHao Profile Picture
    40,892 on at

    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/.../

  • Vness Profile Picture
    129 on at

    Thanks for your response.

    I have made the suggestion.

  • Suggested answer
    Wahaj Rashid Profile Picture
    11,323 on at

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 180 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 123

#3
CU11031447-0 Profile Picture

CU11031447-0 100

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans