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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Create custom Templates

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Create custom Templates

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Posted on by CU27040902-0

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How would I go about creating custom templates that will show up under data management import templates. I have a screenshot of where I want to the templates to be.

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Leah Ju Microsoft Employee on at

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Hi Partner,

This template is generated by System automatically, we cannot customise or modify it in its entirety.

But we can decide which fields can appear on the template.

Which fields are available on it?

The template contains:

The fields available in any active entity form;

All the required fields even though they are not in any entity form;

Each column heading of the template contains the Display Name of every entity field.

More details:

https://community.dynamics.com/blogs/post/?postid=562390c0-7d5d-4131-9940-e36b95ee0b35

https://community.dynamics.com/blogs/post/?postid=4b64e24b-3f6a-41a6-a551-3100f5b1f5d1

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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