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

Notifications

Announcements

Season of Giving Solutions is Here!
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Bulk import: Notes in ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Bulk import: Notes in the new UI

(1) ShareShare
ReportReport
Posted on by Aya Lauron 11
Hi there, we've been having an issue with bulk importing notes as it seems to have removed the mapping to "Regarding" field. Does anyone know a way around it, please? Thank you so much!
 
 
 
I have the same question (0)
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Super User 2025 Season 2 on at
    Hello User,
     
    When you are downloading the Import Template from the CRM it will have limited number of fields.
     
    Just add "annotationid" in the Excel that you will use for the Import. And u will have to add a unique field name of the corresponding Table.
     
    In my case I want to populate Account on the Notes then I will use Account id..so I will mention the Account Id of the account.
     
    So when you are importing the file you will see the annotationid as unmapped..just select it with the respective primary key. In my scenario I will select Account and then Account ID field 
    ​​​​​​​​​​​​​​
    Thank you,
    Amit Katariya
  • Aya Lauron Profile Picture
    Aya Lauron 11 on at
    Thanks Amit.
     
    I tried that however, in the new Power Platform Environment Settings, I'm only limited to these options to map which does not include the Account or Contact ID. Is there a way to get those account or contact ID visible in the drop-down list?
     
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Super User 2025 Season 2 on at
    Hello User,
     
    Can you try to perform same operation using old UI. Please refer below steps which will help you to navigate old UI.

    1. Go to https://admin.powerplatform.microsoft.com/ 
    2. Select your environment and then Select "Settings"
    3. Under the Data Management Select "Data Import Wizard"
     
    Because I have tried to create notes and it is working..
     
    Thank you,
    Amit Katariya

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

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Pallavi Phade Profile Picture

Pallavi Phade 98

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 77 Super User 2025 Season 2

#3
TAHER Mehdi Profile Picture

TAHER Mehdi 46

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans