How to map a Lookup Column in a Power Platform Dataflow

 How to map a Lookup Column in a Power Platform Dataflow

Reference


The Scenario

I had a requirement to load product information from an ERP system into Dataverse so that it can be used with the Dynamics 365 Sales app. To be able to create a Product record in Dynamics 365 you must relate the Product to a Unit and Unit Group.


r Product, Unit and Unit Group entities in Dynamics 365
Relationship diagram for Product, Unit and Unit Group tables in Dynamics 365

The Unit and Unit Group lookup columns on the Product table have the following definition in the Power Apps maker portal. It is a good idea to note the names of these columns for later.


Unit and Unit Group columns on the Product table in Dataverse (Dynamics 365 Sales)
Unit and Unit Group columns on the Product table in Dataverse (Dynamics 365 Sales)

For simplicity, I am going to demonstrate this scenario using Excel as the data source (as opposed to an ERP system). The sample data links the Product to the Unit and Unit Group by their respective names. However, instead of using the name column, this could be a unique id value for the Unit and Unit Group instead (recommended).


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