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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?

Thanks

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Jerimiah 15 on at

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RE: Using Dataverse with OData Connection to copy Accounts with Parent Accounts

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.
Jerimiah 15 on at

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RE: Using Dataverse with OData Connection to copy Accounts with Parent Accounts

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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Ragnar Hilmarsson 3,427 on at

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RE: Using Dataverse with OData Connection to copy Accounts with Parent Accounts

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.