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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / D365 Excel import with...
Customer experience | Sales, Customer Insights,...
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D365 Excel import with multiple possible objects

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Posted on by D365 Learner 365 5

Hi,

Currently I want to import Order and Opportunity objects from one environment to another using Excel importing. I have a question however.

Consider a situation that the Order/Opportunity is related to Contact and this Excel has Lookup.

Now there is a complex issue, because the Contact Names can be duplicated.

Let's assume that we have 2 Contacts named John Doe, but one has custom field identity number named "ContactUniqueNumber" and values are 1 for the first entity and 2 for the second.

I want to import Opportunity with Lookup to John Doe with ContactUniqueNumber equals 2. Additionally I want to mention that these contacts should be already within the target CRM.

How to identify these fields? Is there a way to do that in Excel imports?

Kind regards!

I have the same question (0)
  • Verified answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,397 User Group Leader on at

    Hi,

    I would suggest you to use Configuration Migration Tool for complex migration. It is easy and more efficient.  Please take a look at this link

    carldesouza.com/.../

    learn.microsoft.com/.../configure-and-deploy-tools

  • D365 Learner 365 Profile Picture
    D365 Learner 365 5 on at

    Hi,

    I have two questions:

    1. Will it work from CRM 2013 to D365?

    2. If fields are different, for example: Field on opportunity is named "Test" with id "app_test" on CRM 2013 and on D365 I have "Test migration" with id "app_migrationtest", can I map them somehow with this tool?

  • Suggested answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,397 User Group Leader on at

    Hi D365 Learner 365,

    Yes, you can do it from 2013 to D365 but I am not sure about the 2nd point. Please take a look at MS documentation

    learn.microsoft.com/.../create-schema-export-configuration-data

  • D365 Learner 365 Profile Picture
    D365 Learner 365 5 on at

    Thank you for your help! I will try to analyze it further. :)

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