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I have a CSV file as source which has Account information. I need to import the Accounts from the CSV file into Dynamics 365 Account table. One of the column is Primary Contact Lookup in Account table. The source file does not have the Contact GUID to lookup in Dynamics but it has Primary Contact's FullName and ContactNumber (custom column which is also available in Dynamics).
I am using Azure Data Factory to import into Dynamics365. When I do mapping in Copy Data, I don't see an option to map the Primary Contact Lookup column using either FullName or ContactNumber. I remember in SSIS using KingswaySoft, we could map the Lookup using predefine keys or alt key. How do I handle this situation? Any help is highly appreciated.
It is not straight forward in ADF. You will need to use ADF V2 and fetch contact details using fetchxml/query then apply join to get the GUID based on Fullname/ContactNumber. Please see below article for more information -
Please mark my answer verified if this is helpful!
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Thanks for the detail.
I have already went through the article from Power Objects earlier but somehow (as I am new to ADF) I fail to understand or follow the instructions clearly. I can understand what we need to do in order to achieve this but not sure what are those steps and what components will be used for each one of the steps.
I would appreciate if you have anything documented as a step by step instructions with possibly screen shots that can share with me.
Thanks in advance!
Could you please guide me how do you solve this issue, I am having similar situation but unable to flow that article
In order to achieve this, first you will need to extract the list of records from Dynamics which includes the GUID and other columns and sink into a staging file. And then join this staging file with the original file to get the GUID info. Once you have the GUID, you can import by mapping the parent record with the GUID.
For example, lets say you have a file for list of Accounts and during the import, you want to look up primary contact. And obviously, your file doesn't contain primary contact GUID but it contains Full name or some other column data to match the primary contact. Below are the steps I would do:
1. Create a copy activity in ADF to fetch Contacts list from Dynamics and sink into a staging or temporary file. This file will contain Contact GUID, First Name, Last Name, FullName or any other column which will match with Account.
2. Using Data flow, Join Account file and the staging file so that each Account record will have a GUID for the primary contact. And Sink into a file (for example: Account_Final.txt)
3. Using copy activity in ADF, import the "Account_Final.txt" into Dynamics. In mapping, map the Dynamics primary contact column with the GUID column in the file.
Let me know if this helps.
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