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the lookup should be recognize existed name ,is existed or not before importing into crm

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Posted on by jadduchandrasek

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Hi

I want to know is there any validation we can keep for a lookup column field , so that it enters only the existing account names presented in the dataverse , or else if i enter company name as IRIS , it is not there in the database or dataverse , it should give me an error or notification or clear the given value at that time only , not after importing excel in to crm .is there any way to do like that. Please let me know if anyone knows about it. Thanks in advance.

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Microsoft Dynamics CRM

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Amit Katariya007 8,655 Super User 2024 Season 1 on at

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the lookup should be recognize existed name ,is existed or not before importing into crm

Hello User can you elaborate your requirement in some more details ?
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Jimmy Passeti | MVP 280 on at

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the lookup should be recognize existed name ,is existed or not before importing into crm

Hello,

When you try to import an Excel file with a lookup column, if the name does not match exactly with a record that already exist in Dynamics 365 (the lookup table), that will cause an error.

Dynamics 365does not create automatically records if it does not exist.

Regards,
Jimmy Passeti | Microsoft MVP
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