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Microsoft Dynamics 365 | Integration, Dataverse...
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Create duplicate text field based on lookup field

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Hello, 

I am pushing some data from Dynamics 365 to PowerBI and one of the fields is a lookup field so is not working as hoped. I think the solution would be to duplicate the field and copy the text into a text field. Is this possible at all?

Thank you 

  • RE: Create duplicate text field based on lookup field

    Hi Ttaylors,

    You can try to use workflow to bulk copy lookup field name to thet ext.

    1.Go Settings > Process to create a new workflow.

    2.check 'As on-demand process'

     pastedimage1608704313658v1.png

    3.add ‘check condition’ step to check lookup field is null or not.

    pastedimage1608704407007v2.png

    4.add ‘update record’ step.

    pastedimage1608704488528v3.png

    5.clcik 'Set Properties' to fill text with lookup field name.

    pastedimage1608704613144v4.png

    then save and active the workflow.

    6.Test.

    Select records that you want to update and expand flow to run the workflow you just created.

    pastedimage1608704708648v5.png

    before:

    pastedimage1608693374116v1.png

    After:

    pastedimage1608693382834v2.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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