How can I upload data to the lookup field in Dynamics 365?
Hi folks!
Today, I’m going to talk about loading lookup data without a primary key. Imagine you have data in an Excel sheet that you want to load into a system. You receive an error code because your data and lookup fields don’t match. Let’s solve this problem!
You only know a code about the data. Your primary key is product name but you only know the code.
1- You should go to the excel and save your excel sheet as a csv.
2- You go to the CRM system and click advanced settings. Then go to data management and click the imports button.
3- Your created on the csv file that drag and drop on the import data wizard.
4- You must choose which table you want to create on.
5- You must choose which field you want to match each other.
6- Finally you upload your data to the system with succesfully.
Thanks for reading.
See you soon in other articles! ❤