I have an xml of a CRM 3.0 personal entity (with all its fields, etc), what I want to do an import into the Dynamics 365 CRM.
As far as I was reading, there is not an import, but an intermediate process of coding (C #) that reads the entity and its fields, and inserts them in that way to the Dynamics 365 CRM
Could someone support me with the process?
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There are several personalized entities and I would like to know how to do that process
Could you tell me as examples what are the input parameters of the method
public void CreateAttribute (atributo AttributeMetadata, cadena targetEntity)
{...}
You have to read the entity metadata from your XML one by one and create the corresponding entities/fields.
See here how to creaty an entity programatically: docs.microsoft.com/.../sample-create-update-entity-metadata
Here are a few snippets to create attributes(fields) from one of my projects that could save you some time:
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public void CreateAttribute(AttributeMetadata attribute, string targetEntity)
{
dynamic newattribute = null;
switch (attribute.AttributeType.Value)
{
case AttributeTypeCode.Boolean:
newattribute = CreateBoolAttribute(attribute);
break;
case AttributeTypeCode.DateTime:
newattribute = CreateDateTimeAttribute(attribute);
break;
case AttributeTypeCode.Decimal:
newattribute = CreateDecimalAttribute(attribute);
break;
case AttributeTypeCode.Integer:
newattribute = CreateIntegerAttribute(attribute);
break;
case AttributeTypeCode.String:
newattribute = CreateStringAttribute(attribute);
break;
case AttributeTypeCode.Picklist:
newattribute = CreatePickListAttribute(attribute);
break;
case AttributeTypeCode.Memo:
newattribute = CreateMemoAttribute(attribute);
break;
case AttributeTypeCode.Money:
newattribute = CreateMoneyAttribute(attribute);
break;
default:
break;
}
if (newattribute != null)
{
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = string.IsNullOrEmpty(targetEntity) ? attribute.EntityLogicalName : targetEntity,
Attribute = newattribute
};
Service.Execute(createAttributeRequest);
}
}
private MoneyAttributeMetadata CreateMoneyAttribute(AttributeMetadata oldattribute)
{
var attribute = (MoneyAttributeMetadata)oldattribute;
MoneyAttributeMetadata moneyAttribute = new MoneyAttributeMetadata
{
LogicalName = attribute.LogicalName,
SchemaName = attribute.LogicalName,
DisplayName = attribute.DisplayName,
RequiredLevel = attribute.RequiredLevel,
Description = attribute.Description,
ImeMode = attribute.ImeMode,
MaxValue = attribute.MaxValue,
MinValue = attribute.MinValue,
Precision = attribute.Precision,
PrecisionSource = attribute.PrecisionSource
};
return moneyAttribute;
}
private MemoAttributeMetadata CreateMemoAttribute(AttributeMetadata oldattribute)
{
var attribute = (MemoAttributeMetadata)oldattribute;
MemoAttributeMetadata memoAttribute = new MemoAttributeMetadata
{
LogicalName = attribute.LogicalName,
SchemaName = attribute.LogicalName,
DisplayName = attribute.DisplayName,
RequiredLevel = attribute.RequiredLevel,
Description = attribute.Description,
Format = StringFormat.TextArea,
ImeMode = attribute.ImeMode,
MaxLength = attribute.MaxLength
};
return memoAttribute;
}
private PicklistAttributeMetadata CreatePickListAttribute(AttributeMetadata oldattribute)
{
var attribute = (PicklistAttributeMetadata)oldattribute;
PicklistAttributeMetadata picklistAttribute = new PicklistAttributeMetadata
{
LogicalName = attribute.LogicalName,
SchemaName = attribute.LogicalName,
DisplayName = attribute.DisplayName,
RequiredLevel = attribute.RequiredLevel,
Description = attribute.Description,
OptionSet = attribute.OptionSet,
DefaultFormValue = attribute.DefaultFormValue
};
return picklistAttribute;
}
private StringAttributeMetadata CreateStringAttribute(AttributeMetadata oldattribute)
{
var attribute = (StringAttributeMetadata)oldattribute;
StringAttributeMetadata stringAttribute = new StringAttributeMetadata
{
LogicalName = attribute.LogicalName,
SchemaName = attribute.LogicalName,
DisplayName = attribute.DisplayName,
RequiredLevel = attribute.RequiredLevel,
Description = attribute.Description,
Format = attribute.Format,
ImeMode = attribute.ImeMode,
MaxLength = attribute.MaxLength
};
return stringAttribute;
}
private IntegerAttributeMetadata CreateIntegerAttribute(AttributeMetadata oldattribute)
{
var attribute = (IntegerAttributeMetadata)oldattribute;
IntegerAttributeMetadata integerAttribute = new IntegerAttributeMetadata
{
LogicalName = attribute.LogicalName,
SchemaName = attribute.LogicalName,
DisplayName = attribute.DisplayName,
RequiredLevel = attribute.RequiredLevel,
Description = attribute.Description,
Format = attribute.Format,
MaxValue = attribute.MaxValue,
MinValue = attribute.MinValue
};
return integerAttribute;
}
private DecimalAttributeMetadata CreateDecimalAttribute(AttributeMetadata oldattribute)
{
var attribute = (DecimalAttributeMetadata)oldattribute;
DecimalAttributeMetadata decimalAttribute = new DecimalAttributeMetadata
{
LogicalName = attribute.LogicalName,
SchemaName = attribute.LogicalName,
DisplayName = attribute.DisplayName,
RequiredLevel = attribute.RequiredLevel,
Description = attribute.Description,
MaxValue = attribute.MaxValue,
MinValue = attribute.MinValue,
Precision = attribute.Precision
};
return decimalAttribute;
}
private DateTimeAttributeMetadata CreateDateTimeAttribute(AttributeMetadata oldattribute)
{
var attribute = (DateTimeAttributeMetadata)oldattribute;
DateTimeAttributeMetadata dtAttribute = new DateTimeAttributeMetadata
{
LogicalName = attribute.LogicalName,
SchemaName = attribute.LogicalName,
DisplayName = attribute.DisplayName,
RequiredLevel = attribute.RequiredLevel,
Description = attribute.Description,
Format = attribute.Format,
ImeMode = attribute.ImeMode
};
return dtAttribute;
}
private BooleanAttributeMetadata CreateBoolAttribute(AttributeMetadata oldattribute)
{
var attribute = (BooleanAttributeMetadata)oldattribute;
BooleanAttributeMetadata boolAttribute = new BooleanAttributeMetadata
{
LogicalName = attribute.LogicalName,
SchemaName = attribute.LogicalName,
DisplayName = attribute.DisplayName,
RequiredLevel = attribute.RequiredLevel,
Description = attribute.Description,
OptionSet = attribute.OptionSet
};
return boolAttribute;
}
private LookupAttributeMetadata CreateLookupAttribute(AttributeMetadata oldattribute)
{
var attribute = (LookupAttributeMetadata)oldattribute;
LookupAttributeMetadata lookupAttribute = new LookupAttributeMetadata
{
LogicalName = attribute.LogicalName,
SchemaName = attribute.LogicalName,
DisplayName = attribute.DisplayName,
RequiredLevel = attribute.RequiredLevel,
Description = attribute.Description,
Targets = attribute.Targets,
IsValidForAdvancedFind = attribute.IsValidForAdvancedFind,
SourceType = attribute.SourceType
};
return lookupAttribute;
}
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