resolving related entities in dynamics create or update a record

Question

Is there a way to simply resolve related entities in a dynamics create or update a record activity? My inbound data source contains text data that are resident in various lookup entities in D365 CRM, is there a way to provide the text value for the 'name attribute' and have either the guid returned to the update statement or simply provide the text value for the 'name attribute' and have D365 CRM resolve the guid on the back end...

Answer 1

Hi,

You need to do a lookup on the related entity and find the guid value,there is no way around as far as know .

For example creating a account record within CRM you might require city ,country ,suburb values which are lookup against another entities like city ,suburb and country . you need to do a lookup with OData query against city ,suburb and country to find the matching record guid .

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Answer 2

That's where we're at right now, the issue is with data migration and 100 of 1000's of rows this isn't real efficient.  We're dropping back to extracting the reference data to sql and merging with the master dataset.  Ideally the connector would resolve the reference values rather than the guids...

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Matt