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Currently I want to import Order and Opportunity objects from one environment to another using Excel importing. I have a question however.
Consider a situation that the Order/Opportunity is related to Contact and this Excel has Lookup.
Now there is a complex issue, because the Contact Names can be duplicated.
Let's assume that we have 2 Contacts named John Doe, but one has custom field identity number named "ContactUniqueNumber" and values are 1 for the first entity and 2 for the second.
I want to import Opportunity with Lookup to John Doe with ContactUniqueNumber equals 2. Additionally I want to mention that these contacts should be already within the target CRM.
How to identify these fields? Is there a way to do that in Excel imports?
I would suggest you to use Configuration Migration Tool for complex migration. It is easy and more efficient. Please take a look at this link
I have two questions:
1. Will it work from CRM 2013 to D365?
2. If fields are different, for example: Field on opportunity is named "Test" with id "app_test" on CRM 2013 and on D365 I have "Test migration" with id "app_migrationtest", can I map them somehow with this tool?
Hi D365 Learner 365,
Yes, you can do it from 2013 to D365 but I am not sure about the 2nd point. Please take a look at MS documentation
Thank you for your help! I will try to analyze it further. :)
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