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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Upload Records and relate
Microsoft Dynamics 365 | Integration, Dataverse...
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Upload Records and relate

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Posted on by Community Member

Hello,

I am wondering if anyone could help me here...

I want to upload data in Dynamics online (Contact, Transactions, Campaigns). I do have separate data ready for each table. 

However i want that records to be related after they are uploaded...

Can anyone give any guidance of this.

Can I do that if I have upload data in all three tables and then relate? (if possible)

using, 

1. Power Automate

2. Dataflow 

OR

I have to define a process/approach before uploading?


Thank you

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Upload Records and relate

    Hi gujjar,

    The best and the most simple way is to import this together! 

    So you can create another file to store three files, Zip them together, then import the zipped file to CRM and do mapping.

    Maybe you can refer following link to know more details about it:

    Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import] | D365 Demystified

    Import Related Entity Records using Data Import in Dynamics 365 CE (Importing Lookup fields) | Softchief Learn

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