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Migrating Dropdown Values into CRM with Scribe

Post Author: Joe D365 |

While migrating data from a legacy system to Microsoft Dynamics CRM, you might run into a situation where you need to migrate dropdown values from a source system to CRM using Scribe. This task may take some time given the fact that in Scribe, you can use "if" conditions to accomplish the task. It can become tedious to write "if" statements for a long list of dropdown values.

To overcome this, you can use the DBLOOKUP2 formula. You can query on the stringmap table which stores all the mapping between dropdown text and values.

Here are the steps to accomplish this:

  1. You need to use Scribe Workbench.
  2. Open up the Scribe package.
  3. Configure the target as CRM.

    Migrating Dropdown Values into CRM

  4. Place the following code in the formula and click Ok: DBLOOKUP2( "Your CRM SchemaName of optionset attribute ", " Your Source Field (S11)", "Your Connection Name", "StringMap", "AttributeName", "Value", "AttributeValue" )

    dropdown values with scribe img 2

  5. Now you can test the Scribe job.

Scribe is a powerful tool to migrate /integrate data to Microsoft Dynamics CRM and make your migrations a lot less cumbersome. If you found this blog valuable, check out our other blogs about migrating data into CRM with Scribe!

Happy CRM'ing!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

One comment on “Migrating Dropdown Values into CRM with Scribe”

  1. If you want to map a source field to a CRM picklist field, you can map the source string directly to the CRM picklist (integer) field. Scribe will understand what you're trying to do and convert this to a picklist value automatically. No need for the dblookup.

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