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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.

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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!

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JoeCRM

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