Using a Data Map to Map Data

A data map maps data from your source system to Microsoft Dynamics CRM. If a data map is available for your source system, use it to save time.

There are several ways to create a data map:

Differences Between Using the Import Data Wizard and Manually Editing a Data Map

The following table shows the tasks that can be done in each method.

Task

Import Data Wizard

Manual Editing of Data Map

Map existing files, columns, and users.

Yes

Yes

Create new record types, fields, or users as part of the migration process.

Yes

No

Map list values, bit values, and Status and Status Reason values.

No

Yes

Use transformations.

No

Yes

Use the display name for target record types and fields.

Yes

No. Uses the logical name instead. For example, the wizard uses Case as the name of the record type, and the data map uses incident. To look up names, use the Customize Entities area in Microsoft Dynamics CRM.

Related Topics

How Custom Fields Are Imported

How Option Set Values Are Imported

Work with Data Maps

Work with Imports

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