Importing Connections in Dynamics 365

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Posted on by Marc Longtin

Hi Guys,

We have created Connections between accounts (Parent and Child accounts) in the customer's Sandbox organisation. We now want to import those Connections in their Live organisation. We have a file that contains these columns.
Type (from), Connected From, Role (From), Type (To), Connected To, Role (To), Description.

When we try to import we the imports fail saying " The connection cannot be saved. The selected record types are not defined for use with the selected connection roles. Select a different set of records or change the connection roles.". The problem is that the "Type" field does not Exist in the field list of Connections. Seing this we ignored the two "Type" fields in the mapping but it still doesn't work. I did find this blog https://community.dynamics.com/crm/b/playingaroundwithmscrm2011/archive/2014/03/05/how-to-bulk-import-connections on the community but it looks like something for CRM 2011 and there is no mention of the "Type" fields in this blog.

Has anyone come across this situation? If so, how did you solve it?

Any input would be appreciated.

Thanks,

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Seenivasan M 307 on at

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RE: Importing Connections in Dynamics 365

Dear Marc Longtin,

I tried importing the data without the 2 "Type" columns and it not worked.

Below the columns i have in my sheet,

Connected From, Role (From), Connected To, Role (To)

Error message:

" The connection cannot be saved. The selected record types are not defined for use with the selected connection roles. Select a different set of records or change the connection roles."

More Information:

The Record Type 1 is not defined for use with the connection role 'Guid'

Please help me on this.

Thanks,

Seenivas

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Marc Longtin on at

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RE: Importing Connections in Dynamics 365

Hi Alex,

I tried importing the data without the 2 "Type" columns and it worked. The connection Roles where already mapped to these type of records so they where not required.

Thanks for taking the time to answer me anyway.

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ashlega 34,477 on at

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RE: Importing Connections in Dynamics 365

Hi Marc,

it seems that you may have changed connection role properties in the SandBox and not in production, so the connections you are trying to import are using a role that's not set up to allow connections between accounts in production. I'd have a look at the properties of those roles in Sandbox and, then, in production to see if there is a difference:

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