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Using Dataverse with OData Connection to copy Accounts with Parent Accounts

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Posted on by Jerimiah

I am trying to migrate data from one Dynamics 365 instance into another, that has the same tables.

We have Accounts, and an Account may or may not have a Parent Account association. I've gone through and tried to use dataflows with an OData connection. This loads a table with the ParentAccountID column that has a link to a record. I then proceed to the mappings, but I don't see any way to map a field to the ParentAccountID column. I've created an alternate key in both CRM environments for the Account record, using the same columns to generate this key. I am able to see the destination field for this new key that I created, but I still don't have a way to hook that to the source field ParentAccountID.

Does anyone have any idea how I can map over these Accounts and make sure they have the proper Parent Account association?

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Ragnar Hilmarsson 3,427 on at

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Hi

If i understand you issue:

I think you need to do it in two steps, first copy account with parentaccountid = null

then copy account with parentaccountid.

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Jerimiah 15 on at

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Unfortunately I can't do any filtering using the parentaccountid column because it links to a record.

I can't seem to get the Dataflow to recognize that as a field I want to populate with a lookup.

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Jerimiah 15 on at

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I was able to figure this out by expanding the ParentAccountID column in Power Query. This allowed me to map the alternate key values to the fields under the ParentAccountID Record.

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