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Not able to import Dynamics CRM contacts into CI.

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Posted on by Alexander Kraincuk

Hello, I am trying to import Dynamics CE contacts into CI.

I connected my Dynamics environment via Data Sources
Selected different entities among others the contact entity
I have more than 5000 contacts in Dynamics but only 140 got imported.

What am I doing wrong? To me this seems to be relatively straight forward ?

Best regards

Alex

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Nya 29,060 on at

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Hi Alex,

Have you checked if there is any limit to the count of the imported contacts?

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Alexander Kraincuk 25 on at

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Hi Nya thanks for your prompt reply. Where would I be able to check such a limit ?

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smehta 100 on at

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Alex,

I have run into a similar issue in the past and it was because of newline characters in one or more fields on the contact records. I have seen it mostly in the address fields.

Within Customer Insights, can you go to Admin --> System. Click on the status for your data source under the "Data sources" tab on the System page. For example, if the status for your data source is "Successful", please click on that.

It should open a pane on the right hand side of your screen showing progress details. Expand "Data Sources" and click on "See details" under your data source name. Then click on "Show details" to check for any errors. If you see any errors in there, you can share those details here and Microsoft should be able to help you further.

Thanks

Stuti

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Alexander Kraincuk 25 on at

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Hi Stuti, thanks for the Reply:

The Error I get when following your steps is the following:

Error

Newline characters discovered in the entity 'D365_contact', Try cleaning the data and re-ingest.

So you are right with your assumption of newline characters. How can I clean my CRM data?

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FrancisRomstad 205 on at

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Hi Alexander,

1) You can check out the rows giving you errors under Entities / System and look for the "corrupt" entities

2) The "fast" hammer to fix this is to use the Clean Text function in Power Query.

When you have fixed the errors the "corrupt" entities will continue to be there, but you will see the status is "Not available"

Hope it helps.

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CRMJetty 3,512 on at

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Hello,

pls refer this article,

https://syncratec.com/importing-contacts-into-dynamics-365/

https://softchief.com/2016/02/20/retrieve-more-than-5000-records-in-dynamics-crm/

also refer this video,

https://www.youtube.com/watch?v=3oEFauEQ89Y

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

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Alexander Kraincuk 25 on at

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Hi Francis, thanks for your suggestions.

Referring to your clean text function solution: I am not able to Access power query anymore with CI if I connect to a Microsoft Datavers as a Data Source.

Then I am only able to select certain entities but not specific fields.

Is there a way around it ?

However , my main problem is that I have over 5000 contacts in my Dynamics CRM system and only 140 got Import and 5 appear under the corrupt contacts that you are referring to. Where are the other 4800 +- contacts. CI Doesnot seem to detect them. Someone in the forum referred to a limit of imported contacts that I should be able to set in CI.

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FrancisRomstad 205 on at

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Hi Alexander,

There is no limit in Dataverse contacts import in CI.

1) You have currently created a managed data lake "copy" of your Dataverse, this is the source where you can select entities. You did this by New source -> Microsoft Dataverse. It is confusing that these entities will also show in CI, but have no transformation before ingest.

2) To import this data into CI, with transformation, you need to create a new data source with import method Microsoft Power Query and here select "Dataverse - Data Lake (Preview). Select the Dataverse source from 1 and do the transformations (Clean) here.

Your main problem should be solved by your clean transformation in the "new" source from step 2.

Hope it makes sense.

Francis

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John Wiese on at

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You can also simply remove the fields that are at fault (usually the composite fields, like address) and only pull in the individual fields you need. I am referring to in the MAP phase, you can limit those other fields from being used in unification and then you won't hit this issue.

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FrancisRomstad 205 on at

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Hi Alexander,

Did this resolve your issue?

If yes, please mark as answer. It will then be easier for others to find this solution.

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