Looking to import appointments from a different d365 environment. I have exported them to excel but I am unable to import the appointments with multiple attendees as the lookup field only allows 1 record.
Any ideas how this can be imported?
Step 1: Import Appointments
- Prepare Your Excel File: Ensure your Excel file has all the necessary fields for the appointment entity, such as Subject, Start Time, End Time, and any other required fields.
- Use the Data Import Wizard:
- Navigate to Settings > Data Management > Imports.
- Click on Import Data and select your Excel file.
- Map the columns in your Excel file to the corresponding fields in the appointment entity.
- Complete the import process to create the appointments in Dynamics 365.
Step 2: Prepare Attendees Data
- Create a Separate Excel File for Attendees: This file should include columns for the Appointment ID (or some unique identifier), Attendee ID, and any other relevant fields.
- Export Appointment IDs: After importing the appointments, export the list of appointments from Dynamics 365 to get their unique IDs. You can use Advanced Find or a similar tool to get this list.
Step 3: Import Attendees
- Link Attendees to Appointments:
- In your attendees Excel file, ensure each row links an attendee to an appointment using the Appointment ID.
- Navigate to Settings > Data Management > Imports again.
- Click on Import Data and select your attendees Excel file.
- Map the columns to the appropriate fields in the attendee entity or a custom entity if you created one.
- Complete the import process to link attendees to the appointments.
Step 4: Verify and Adjust
- Verify the Data: Check the imported data to ensure that all attendees are correctly linked to their respective appointments.
- Adjust if Necessary: If there are any issues, you might need to adjust your Excel files and re-import the data.