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JamesDavid
New Member

Import Contacts from Excel Into Dynamics 365 Using Flow

I am able to successfully import contacts from Excel into Dynamics 365 using Flow.  I am not, however, able to bring in lookup field types (account) from Excel.  I only have an Account name and would like to be able to bring that into the contact linked to the account dynamically.  The Scribe connector handles this.  I can bring it in if you hardcode the guid for the lookup, but that is not very fllexiible.  Does anyone know how to handle lookup field types in Dynamics using Flow?

 

Thanks,

1 REPLY 1
v-xida-msft
Community Support
Community Support

Hi @JamesDavid,

 

Could you please share a screenshot of your flow's configuration?

Do you want to fill the Primary Contact property of an Account with the data from the Excel file?

 

Actually, the Primary Contact property (which is a Lookup type field) of an account find the specific contact within Contacts Entity via a series of GUID string (e.g. 'c1b11a5c-adbe-e711-8107-c4346bada540') within Dynamics 365.

 

If you want to fill the Primary Contact property of an Account with the data from the Excel file, you must store the GUID string (e.g. 'c1b11a5c-adbe-e711-8107-c4346bada540') within your Excel file.

 

I afraid that there is no way to handle Lookup field types in Dynamics 365 using Microsoft Flow currently, if you would like this feature to be added in Microsoft Flow, please submit an idea to Flow Ideas Forum:

https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas

 

 

Best regards,

Kris

 

Community Support Team _ Kris Dai
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