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Problem Importing Case (incident) data to From one Dataverse environment to another using Dataflows

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Posted on by Fabricio

Hello,

I'm trying to import Case data from one Dynamics 365 environment to another using Dataflows, but now it is saying that the CustomerId is required, but I cannot map the CustomerID in the mapping stage. I have already created Alternate Keys in the target environment.

There is a note in the documentation stating that polymorphic relationships are not yet supported, could that be the issue? That means I cannot import cases using Dataflows, since the Customer field is required? Any alternative in Dataflows, or just SSIS?

Thank you!

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Fabricio 11 on at

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Re: Problem Importing Case (incident) data to From one Dataverse environment to another using Dataflows

Hello @Mira_Ghaly,

Thank you for your answer and confirming my hypothesis and providing an alternative.

I wish you a great week!

Fabrício
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Mira Ghaly 11,409 Super User 2025 Season 1 on at

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Re: Problem Importing Case (incident) data to From one Dataverse environment to another using Dataflows

@fnunes

As you have mentioned polymorphic lookups are not yet supported in data flows so the alternative will be SSIS package and you can easily do this using king waysoft and you will not need a license if this is a once off task and you can execute packages directly from visual studio.