The sales manager receives a list of leads from a partner company monthly. The field names that are provided do not match the fields in Dynamics 365. A data map does not exist. You need to import…

The correct answer is D. Create a data map on the first import by using the Import Data wizard. The correct answer is D (Create a data map on the first import by using the Import Data wizard). When no data map exists and the source field names do not match Dynamics 365 field names, the Import Data wizard allows you to manually map source columns to destination fields…

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Question

The sales manager receives a list of leads from a partner company monthly. The field names that are provided do not match the fields in Dynamics 365. A data map does not exist. You need to import the leads without changing the data from the partner company. What should you do?

Options

ACreate a data map in Data Management.
BAdd a template for Import Data.
CUse Import Field Translations.
DCreate a data map on the first import by using the Import Data wizard.

How the community answered

(31 responses)

A
3% (1)
C
3% (1)
D
94% (29)

Explanation

The correct answer is D (Create a data map on the first import by using the Import Data wizard). When no data map exists and the source field names do not match Dynamics 365 field names, the Import Data wizard allows you to manually map source columns to destination fields during the import process and optionally save that mapping as a new data map for future use. This satisfies the requirement without altering the partner company's data. Option A requires a pre-existing data map, Option B (import template) requires fields to already match, and Option C (Import Field Translations) is for translating field labels, not remapping data fields.

Topics

#Data Import#Data Mapping#Power Platform Data Management#Lead Entity

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