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Data Migration entity records from excel using console c# in CRM 365

Posted on by 2,665

Hi All,

I have as of now 1000 of case entity records from source & need to import those records in crm case entity using console c# application.

Is there any code or link available for this in easy way, It would be helpful.

Thanks,

Jharana

  • Jharana Baliyar Singh Profile Picture
    Jharana Baliyar Singh 2,665 on at
    RE: Data Migration entity records from excel using console c# in CRM 365

    Hi Ankit,

    Yes know import feature can use but here there r many fields like around 100's of fields value need to map with particular field schema mapping so need to use console.so that next time if we import record from one env to another then same console would be useful.

    Is there any format for console to map records from one env to another which is little complex as we r going to keep 100's of fields data mapping.

    If anyone has any idea on this it would be helpful.

    Thanks,

    Jharana

  • Suggested answer
    Anks27 Profile Picture
    Anks27 1,083 on at
    RE: Data Migration entity records from excel using console c# in CRM 365

    Hello,

    You can use import data feature of dynamics CRM to accomplish this without writing a code.

    You can refer the following link.

    https://carldesouza.com/how-to-copy-records-from-one-dynamics-365-org-to-another-using-export-and-import/

    Signed, Sealed and Delivered.

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  • Jharana Baliyar Singh Profile Picture
    Jharana Baliyar Singh 2,665 on at
    RE: Data Migration entity records from excel using console c# in CRM 365

    Hi Bipin,

    Thanks for the response. I have chked the above url but need a finalize solution like from other organization need to extract 1000 of records suppose that is a custom entity records including 1: n entity records like subgrid record values & sharepoint documents as well & this excel file need to read from console c# & need to map those records in to target environment in case entity .

    I have already console ready to connect to target crm only need to read excel file which am extracting from source mapp those in to crm. Excel /csv file will have around 100's of field values from custom entity.

    Is there any specific code available for this if any please share here it would be helpful.

    Thanks,

    Jharana

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Data Migration entity records from excel using console c# in CRM 365

    Hi,

    Check below github repo which will help you to connect to CRM using C#.

    github.com/.../WorkWithCsharp

    Once you have made connection to crm. Check below link to create/update record using c#.

    docs.microsoft.com/.../entity-operations-create

    Please mark my answer verified if i were helpful

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