Create custom fields during import

You can create custom fields only if the target record type for this field is customizable and if you have the appropriate privileges in Microsoft Dynamics CRM. More information: Customize and publish during import in Permissions required for customization tasks.

1. In the Import Data Wizard, navigate to the Map Fields page.
2. For the source column header for which you want to create a custom field in Microsoft Dynamics CRM, click Create New from the corresponding CRM Fields list.
3. In Field Name, type the display name for the custom field in Microsoft Dynamics CRM. By default, the name of the column header displays in the box.

   If a field already exists in Microsoft Dynamics CRM with the name that you entered, Microsoft Dynamics CRM prompts you to type a new name.

4. In the Type list, click the type for the custom field. The available options are Single Line of Text, Option Set, Two Options, Whole Number, Decimal Number, Date and Time, and Lookup.
5. If you selected Lookup, specify the following:
   • Related Record Types. Select a record type that contains the field that the new field should reference in order to search for the record.
   • Referred Field. Select an existing Microsoft Dynamics CRM field that the new field should reference in order to search for the record.

     If a record is related to another record, that record has a field that points to a field in the related record. The field that points to another field is called a lookup field.

6. If you selected Option Set, click a value from the CRM Option Values list for each column of the source file.

   By default, Microsoft Dynamics CRM temporarily adds each value from the set of values in the column of the source file to the CRM Option Values list, and maps these values automatically. If you do not want to include a particular value from the source file in Microsoft Dynamics CRM, click Ignore in the CRM Option Values list next to that value from the source file.

   For example, a "Rating" column in a source file contains three values: "Hot," "Warm," "Cold." You want to create a custom field in Microsoft Dynamics CRM for the Rating column including only "Hot" and "Warm" while excluding "Cold." do this, in the CRM Option Values list, for "Cold," click Ignore. The completed import will only include the values "Hot" and "Warm" for the Rating field in Microsoft Dynamics CRM.

7. Click OK.

   Note

   When you create custom fields for any existing or for new custom record type, Microsoft Dynamics CRM creates and publishes the custom fields and adds the imported data to these fields. However, Microsoft Dynamics CRM does not automatically add these fields to the record type form. To see the data imported in these fields on the record type form, navigate to Customizations after completing the import, and then add the fields created during the import to their respective record type forms.