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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
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.
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.
Import it to D365.
Click Review Mapping.
For the ID column, we will select the lookup field first, then select ID field.
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