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

Notifications

Announcements

No record found.

Community site session details

Community site session details

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

Excel Import fields that do not change in D365

(0) ShareShare
ReportReport
Posted on by 836

I was checking the link of Import and Export https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/export-excel-pivottable

And I found this information which says we\ do changes in composite fields or calculated fields and try importing file, the updates will not take place in D365, later it says the same thing but then it says it can reflect in D365.  I am unable to understand it properly. Can any one help.

If you're going to make changes and import the data file back in to Dynamics 365 Customer Engagement (on-premises), remember that secured, calculated, and composite fields (such as Full Name) are read-only and can't be imported in to Dynamics 365 Customer Engagement (on-premises). You'll be able to edit these fields in Excel but when you import the data back in to Dynamics 365 Customer Engagement (on-premises) these fields won't be updated. If you want to update these fields such as a contact's name, it's recommend that you use that view to export your data, update them in Excel, and import them back to Dynamics 365 Customer Engagement (on-premises) for changes.

I have the same question (0)
  • Suggested answer
    Brandon Sambat Profile Picture
    on at

    Thank you reaching out on the Dynamics communities.  My understanding of the paragraph is that if you try to update a composite field within a Pivot Table excel sheet and try to import that back into CRM the data will not be updated.

    If you use the Export to Excel (Static sheet or Online), this will allow you to update the Names and successfully import back into CRM.

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 70 Super User 2025 Season 2

#2
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 43 Most Valuable Professional

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 32 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans