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Customer experience | Sales, Customer Insights,...
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Import notes on accounts in Dynamics Sales

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Posted on by 29

Dear community,

I try to import notes via cvs file. The cvs file is ver simple just inclding "owner"; "titel" ; "description" ; "Account name".

The mapping to the notes entity looks fine. However I'm receiving the following error. 

Do you have any idea what cloud be the error source? 

0083.error.png

I have the same question (0)
  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at
    RE: Import notes on accounts in Dynamics Sales

    Hi Ralf_WiFa,

    This article explains how to import note records that are attached to account records.

  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    RE: Import notes on accounts in Dynamics Sales

    Hi Ralf_WiFa,

    What entity record did you open? And then this error pop-up appears?

    As this error says, the error appears when you try to open some entity record that does not have a main form, which is by design.

    You mentioned that you are trying to import records, I'm reasonably guessing that you are trying to open importLog records?

    For example:

    pastedimage1683181885704v1.png

    This is by-design that this entity(importLog) doesn't have any form and isn't allowed to be customized.

    pastedimage1683182164285v2.png

    End user can view the log from the default view only.

  • Ralf_WiFa Profile Picture
    29 on at
    RE: Import notes on accounts in Dynamics Sales

    Thanks for your reply - now I understood the error. It was my mistake interpreating the error message.

    Unfortunately the root cause of my issue is not solved. Trying to import the notes is causing an error as the Lookup can  not be resolved.  

    Maybe someone can share some best practive in connection with a "Lookup resolving problems".  

    THANKS

  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    RE: Import notes on accounts in Dynamics Sales

    Hi Partner,

    You mentioned that there is one column--Account name, it should map to regarding field of the note entity when you import records.

    Firstly, you need ensure that the account exist in the CRM before the import.

    Then you need ensure that the value of mapping column you select is unique:

    --If you select account name, it shouldn't have duplicate account name in your CRM.

    pastedimage1683271979522v1.png

    https://mydynamicscrmblog.wordpress.com/2015/06/05/solving-bulk-import-problem-the-lookup-reference-could-not-be-resolved-in-crm-import-wizard/ 

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