web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Import Regarding Looku...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Import Regarding Lookup Mapping lists every entity

(1) ShareShare
ReportReport
Posted on by J Coad 72
Hello!
 
When doing imports into CRM, I always have to uncheck every other entity except for Account in the mapping for Regarding. I would like to have this list only contain Account, as it takes a while to go in and uncheck the boxes for each import. 
 
 
Does anyone know how to reduce this lookup list?
 
Thanks for any help!
I have the same question (0)
  • Suggested answer
    Sachin Jadhav Profile Picture
    Sachin Jadhav 157 on at
    I think the entity that you are importing to is custom activity type of entity.
     
    If that's the case, maybe above behavior on import screen cannot be altered as it is out of the box non extendable feature.
     
    You can try and do following workaround if you have customizations hands on.
    1. Create lookup field in above mentioned entity to "Account" entity directly
    2. Create pre-plugin to copy the value of "Account" field into the "Regarding" field and wipe it out from "Account" field  (You can also do this using real time post create workflow as well however you need to update the record in that case. In Pre-create plugin you can simply play with the context)
    3. When the plugin is working as expected map your new "Account" lookup field on import screen instead of "Regarding" field while importing records 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 69 Most Valuable Professional

#2
ManoVerse Profile Picture

ManoVerse 62 Super User 2026 Season 1

#3
11manish Profile Picture

11manish 43

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans