Copying the value of a Lookup field to a second Lookup field which is on the same form

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I am using CRM 2015 On Premise.

I have a form that uses FIELD A, which is a lookup field. It contains 3 options.

Due to business requirements, I need to create a new lookup field, FIELD B, which will contain 5 options...three of which are the same (both label & value) as the 3 that are in FIELD A. Once I have copied the fields on all records, I plan to remove FIELD A from the form.

Is there any way to automatically (thru a workflow) copy the value from one field to the other without having to actually open each record? In other words, when I run an advanced find to list all of the records that I want to modify, I would then like to be able to bulk run a workflow to copy the values. I know that it is fairly easy to copy a "text" value from one field over to a lookup field, but I have been unable to find a way to copy the value of one lookup field to another lookup field.

I have written JavaScript code to handle this copying process, which fires as an onLoad event...but this requires each record to be opened in order for the code to fire.

Thanks for your help,

Michelle

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a33ik 84,331 Most Valuable Professional on at

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Hello Michelle,

I would suggest you to use SSIS and KingswaySoft adapter.

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Mr Ramzy GHRIBI 345 on at

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you can create a plugin to retrieve the record to be updated and set the lookup fields

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Ramzi, I have never written a plugin, so I would not have any idea of how to go about making & running one.

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ashlega 34,477 on at

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Hi Michelle,

have you tried excel export/import?

Add both fields to the view, export, then copy values from the old column to the new column in Excelt, then import back to CRM..

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Mr Ramzy GHRIBI 345 on at

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so you can create a JS to retrieve record and update it .

This is an exemple :

community.dynamics.com/.../ms-crm-2016-web-api-operations-retrieve-single-or-multiple-records

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Alex

This is a great idea - and the fact that it can be quickly implemented makes it even better, as I will need to make these changes to data in our Production system in one evening - so all is ready to be up-and-running the next day! Thanks for the suggestion!

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Ramzi

I still plan to check out this link - it's just that I need to be able to modify 2000+ recs in a few hours, and it seems like the easiest way would be to just quickly do an export/import process. Thanks for your response!!

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