Sub-Grid Entity Records: How to associate with parent entity when importing from excel

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Posted on by wperkinson3

I need some help regarding importing from Excel into a sub-grid

Parent Entity -> Subscription

Child Entity -> Scheduled Items

Sub-Grid for "Scheduled Items" is located on form of "Subscription"

I have the Import from Excel button in place, but when I import the records from Excel into the sub-grid, they are not associated with the parent record.

How do you specify this during the import? I have orphaned records after import in my current configuration.

Thank you in advance for any help you can provide.

Regards,

Will

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Leah Ju Microsoft Employee on at

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Hi，

In the child entity(Scheduled Items), there should be one lookup field related to parent entity(Subscription).

So you need put this field into your imported excel file, like other common fields.

Then you can populate this column with one subscription.

More information:

https://linnzawwin.blogspot.com/2020/05/import-data-behaviour-for-lookup-fields.html

https://devblogs.microsoft.com/premier-developer/how-to-import-related-data-into-dynamics-365/

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

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