Create Dynamics365 Opportunity from An Excel Spreadsheet

[Tomiam]

HI 

I am trying to create a flow that creates a new Oppourtunity from an Excel Spreadsheet.

The error i get is Invalid lookup_type value, so I have figured I have a problem  with the mapping, The Mandatory fields for an Create a new Record are -

Organization Name -

Entity Name

External Qualification Completed

Int or Ext Qualification Required

Potential Customer

Potential Customer Type

Currency

Project Reference

I think the problem is coming from the mapping of Potential Customer Type - How can I find what the lookup values for this field are?

Thanks

Tom

[v-micsh-msft]

Hi @Tomiam,

Would you please share more details about the flow input here?

To create a new record in the Opportunity entity, we need at least provide the following information:

Organization Name -

Entity Name

Potential Customer

Potential Customer Type

Currency

Topic

Here the top two could be selected from the Action, for the other four, 

Potential Customer and Currency is defined as lookup field, those two fields would need to be inputted with the corresponding GUID,

For Potential Customer Type, the value should be "accounts" or "contacts",

Topic is the string value.

So here if your Excel data only contains string value for customer and the currency, then please first create a new record in Account or Contacts entity, then use the GUID as a reference in the Opportunity new record action.

Currency is alos an entity defined already, we should use the corresponding Id in the currency field.

For example, for US Dollar, the corresponding GUID is: 0a3df533-eeef-e611-80ed-c4346bad45e0

The workaround in your situation, assume the customer account is not added under Dynamics 365 Account entity, or contacts entity, then we could take use of the following steps to create opportunity record:

Example:

If you need the other currency GUID reference, please let me know.

Regards,

Michael

[Tomiam]

Hi Michael,

Thanks for responding -

This is what my table looks like -

https://ibb.co/kHhvA5

I have entered the GUID for Pounds Sterling and a GUID of one of our accounts just for test purposes.

In regards to 

External Qualification Completed

Int or Ext Qualification Required 

These are customisations we have made to our system and I have entered the value from the opportunity form.is this correct?

Thanks

Tom