Home > Uncategorized > MS CRM 2011 Import Wizard, modify lookup reference

MS CRM 2011 Import Wizard, modify lookup reference

June 5th, 2012 DynamicsMSCRM

At times when using the Import Wizard it may be necessary to modify the lookup reference when importing data to a parent or related record. Using the view below we can modify the lookup reference for the data by changing the values in the lookup field. The new lookup value do not have to be a lookup field and can instead be a text value.

In the example below we will be removing the check next to the Primary Key and the Account Name field and substituting another field.

https://lh3.googleusercontent.com/-mmJuUD97k34/T84YIGVMWuI/AAAAAAAAGtY/1bL2HkywuY4/s576/Lookup%2520Reference.jpg

Sourced From: Leon’s CRM Musings

  • Share/Bookmark
Categories: Uncategorized Tags:
Comments are closed.