In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Microsoft Dynamics CRM 2011 has come up with cool new features and enhancements to the Data Import Wizard. (See CRM 2011 Data Import Wizard post from October 2010)
Another cool capability the Wizard has come up with is simplifying the process of importing lookups to CRM records. No longer do we need to rely upon extracting the GUIDs of the Lookups or beg at the mercy of busy developers to code an SSIS package!
All you need is a simple unique field to look up to in the related entity!!!!!
Let me elaborate……..
Scenario – We want to do an import of opportunities and associate them with existing accounts in CRM.
Solution – Highlighted below are the solution steps:
Wow, wasn't that easy? Let us know if you ever need help with data migration or need a Microsoft CRM Partner to work assist in your project.
Happy CRM'ing!
Cool! However is it possible to select only certain fields to map to for the import job and keep existing content of others. I guess you may consider it more of a Merge than an Import??? Would like to use the Data Import function.
Can we restrict blank lookup import. like if no look up value it should not import (In CRM 2016)