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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How to link activities...
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

How to link activities to a lead through data import?

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Posted on by EBMRay 905

Hello everyone,

I have an excel sheet that has some phone call/task activities that are related to different leads that already exist in our CRM.
I want to import this excel sheet to CRM and link the activities to their related leads.

In the sheet I have included the Regarding column as below:
ExcelSample.PNG

What should I define for that field? Is it the Lead GUID number that the activity is related to?

Any advice is highly appreciated.

Thank you!

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi EBMRay,

    Yes, you can type GUID of Lead to do this.

    Test:

    pastedimage1637905109864v1.png

    Result:

    pastedimage1637905122621v2.png

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