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We have an existing canvas app that is built on top of SharePoint, and we are in the process of migrating that app into a model-driven app that is built on top of the Dataverse.
We are using Power Platform Dataflows to migrate the data from SharePoint into the Dataverse. We are 90% complete with this process, but we have the need to migrate the existing notes from the old app into the Note (schema name annotation) table in the Dataverse. We want the notes to be associated with one of our custom Dataverse tables. But I can't find any documentation on how to associate each note record with our custom table.
I see 3 columns that might suit my purposes:
I'm assuming that I need to do the following:
Anyone out there who has done this successfully via a Dataverse dataflow? Or is this even possible?
Of all the fields, the regarding is the most important, it is the one that associates the note with a record, that is, you can have a contact record and a note associated with this contact, since the regarding is the contact's GUID.
Doing it with Power Automate is not easy, but you must know who you should associate each note with, otherwise the note will be orphaned and will not belong to any record.
Maybe you have a way to identify which record the note belongs to, and you can work on it in an Excel where you can enter the GUID of the record and import it with the Excel file.
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