Review settings and import data
Applies to Dynamics 365 for Customer Engagement apps version 9.x
Set whether the Import Data wizard checks for and handles duplicate data on import, decide who can edit or share the imported data, and save the settings you used for this import so you can use them again later.
Check for duplicate data
Make sure there is a duplicate detection rule for the type of information you’re importing. By default, the system includes rules for contacts, accounts, and leads. If you’re importing a different type of data and need to set up duplicate detection rules, follow the steps in Set up duplicate detection rules to keep your data clean.
If it’s okay for the Import Data wizard to import duplicate records, in the Allow Duplicates section, select Yes.
In most cases, to avoid importing duplicate information, you should keep this option set to No.
Set who owns the imported data
To set who owns the imported records, in the Select Owner for the Imported Records section, click or tap the Lookup button .
Who should “own” the imported data? Most security roles allow people to view the data. However, the owner is also allowed to edit and share it. Here’s an example: If your import file contains contacts you collected at a trade show and you want to assign a user to follow up with these contacts, select that person for the owner.
To assign someone other than yourself as the owner of the imported records, your security role must include permissions to create records for the user. If you don’t have sufficient permissions, the wizard assigns you as the owner of the imported records by default.
Also, if applicable, ownership is assigned to the person defined in the data map metadata and users.csv file.
In the search box, type the person’s name, then click or tap the Lookup button .
Select the name, then click or tap Add.
Save these import settings to use again
To save these import settings so you can use them again, enter a name for the settings (called a “data map”).
The next time you run the Import Data wizard, you’ll see the new data map listed under Custom Maps.
To import the data, click or tap Submit.
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