Microsoft Dynamics 365 | Integration, Dataverse...

Using Dataverse with OData Connection to copy Accounts with Parent Accounts

(0) Share

Report

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?

Thanks

I have the same question (0)

All responses (3)

Answers (0)

Sort by

Suggested answer

Ragnar Hilmarsson 3,427 on at

Like
a
(0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
Jerimiah 15 on at

Like
a
(0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
Suggested answer

Jerimiah 15 on at

Like
a
(0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No