Personalized Community is here!
Quickly customize your community to find the content you seek.
Microsoft Customer Co-creation
Help impact how the tools and services you rely on are developed. Microsoft Customer Co-creation connects you directly with our engineers so you can provide feedback before a single line of code is written. Interested? Learn more at Microsoft Customer Co-creation
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I have been tasked to import Ticket data from another CRM system into D365. I have successfully imported the Core Ticket data into Cases but I now need to import the related Ticket Notes into D365 Case Notes. I do not have access to a 3rd party application do achieve this so I'm hoping it is possible through the standard import tool or Flow? If so can anyone point me in the right direction please.
You can refer following steps:
1.Go to Settings > Templates > Data Management
2.Now, since you don’t have the Regarding field in the Excel you exported from Templates, here’s what you need to do:
Add a column yourself, give it a proper name based on what the Notes’ Parent entity should be. In this example, I’m importing Notes for Case. So, I’m adding a column called ‘Case’, then a new column will be created as below
3.Now, populate your data based on how the Notes should be imported and tagged to which records.
4.Now, by default, this template is exported in Microsoft Excel Worksheet (xlsx) format. You’ll need to Save As in CSV format
5.Go Settings > Data Management > Imports to import the file.
6.Then, you’ll need to manually select the Note entity from the drop-down and then proceed
7.Now, whatever is mapped automatically will be mapped. For the newly created Case field, you’ll need to expand the Not Mapped dropdown and select Regarding (Lookup), then you’ll need to select the entity you want the Notes to appear under. In my example, this is Case, so I have it right there.
8.Since this Regarding fields supports several entities, scroll all the way down to Confirm your selection
9.Now, your Regarding field is set and you are ready to confirm and Import
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
This is great! Thank you so much for taking the time to put this together.
Business Applications communities