How can I upload data to the lookup field in Dynamics 365?

İrem Gülmez
2 min readJul 25, 2024

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! ❤

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