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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / N:1 Import/Update for ...
Microsoft Dynamics 365 | Integration, Dataverse...
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N:1 Import/Update for Existing Custom Records

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Posted on by Michael Vertolli 5

Hi all,

I'm wondering if there is a way to create one-to-many relationships between existing custom records as a bulk action.

I tried saving from an N:1 view in Excel Online. It succeeds but there is no update. I also tried using the Import Wizard, but it throws ISV errors.

Any and all help would be greatly appreciated!

Thank you for your time,

M

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,888 on at
    RE: N:1 Import/Update for Existing Custom Records

    Hi Michael,

    You mean, you want to update the lookup fields for existing custom records with another existing custom record, right?

    If so, we had better export to Excel static worksheet instead of Excel online.

    First we need to find a field which is unique of the primary (parent) entity, like the ID field, or the name field if there is no duplicate names.

    Then add this field as a column on the view, then in the related (child) entity view, export to static worksheet.

    pastedimage1619168887904v1.png

    Open the downloaded Excel, enter the data of the primary (parent) entity into the lookup field or the field which is unique. I will take ID field as an example.

    • If the names of the primary (parent) entity are not repeated, then we only need to fill in the lookup field column.
    • If the name may be repeated, then we need to fill in ID column.

    pastedimage1619169327515v2.png

    Import it to D365.

    pastedimage1619169354404v3.png

    Click Review Mapping.

    pastedimage1619169390044v4.png

    For the ID column, we will select the lookup field first, then select ID field.

    pastedimage1619169496637v5.png

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