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I can see that there is a Metadata Diagram Builder for Dynamics CRM, but does something similar exist for Finance and Operations? If nothing else, is there a view where I can download the relationships between entities, so that I can see what is linked to what?
My role is in data migration and I am new to Dynamics. I would like to be able to speak to a topic on the lines of "If you want to migrate to this entity, then you will need to have migrated these". I have been struggling to find a way to find this information.
There's no such documentation. But a sort of documentation you can find in System administration - Data management - Templates. If you don't already have the default templates showing, click "Load default templates". There you can see templates (= bunch of entities) that can be used to migrate data into the system.
The entities inside templates are set up in dependency order. And the templates are numbered in dependency order. So actually this is exactly the information that you need.
I see what you mean, and had found that. It gives some of what I would need, but it still contains a lot of "noise", entities which are present in the list, but don't really need to be included. I wanted a very explicit type list if such a thing is possible.
Thank you for making the suggestion
You can create your own template and add entities which you want and order them. On the same template form discover dependencies button is present , that can help you to find out dependencies. For example , if you look at workers template , if you select entity employment and click on dependencies you see multiple entities which are needed to import employment but the most important one is worker . As HcmEmployment hold recid of worker , you have to import workers first .
Hi - Many thanks for this. It pointed me in the right direction. I should be able to work out what I need from there.
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