Set up mapping fields in FastStats

Mapping the fields¶

To map Microsoft Dynamics fields in FastStats:

1. From FastStats, select File > Tools > Administrative Functions > Setup Microsoft Dynamics Fields.

   

2. The Setup Microsoft Dynamics Fields dialogue opens. Select Add New Microsoft Dynamics Field.

   

3. Enter the Microsoft Dynamics Table Name.

4. Enter the Microsoft Dynamics Field Name. This is the logical name of your column.

5. Select Select to choose the FastStats Unique Reference Number (URN) variable Person URN from the list under the People Table, then select OK.

   

6. Select Codes or Descriptions (depending on your variable) from the Output Style dropdown.

7. Select the Key Field check box to define this as the primary key field.

   Note

   There must be one key field, or the upload won't work.

   

8. Select OK.

9. Repeat steps 2 to 8 for all the fields you created in Dynamics 365:

   • Map new_fstitle with FastStats Title: select Descriptions.

     

   • Map new_fsinitial with FastStats Initial: select Descriptions.

     

   • Map new_fssurname with FastStats Surname: select Descriptions.

     

   • Map new_fsdob with FastStats DOB: select Descriptions.

     

   • Map new_fsemail with FastStats Email Address: select Descriptions.

     

10. Select Close to finish mapping fields.

    

Editing or deleting mappings¶

You can update or delete existing Microsoft Dynamics mapping fields:

• To update a mapping field, select Edit.
• To delete a mapping field, select Delete.

See Upsert to Dynamics 365 from FastStats.