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Customer experience | Sales, Customer Insights,...
Suggested Answer

Are there any recommended methods for importing two "many to many" tables (Accounts & Contacts) into the default solution?

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I am migrating to Dynamics 365.  I have two tables: Accounts & Contacts.  These tables come from a database that related them with a "many to many" relationship.

Since my old CRM could associate multiple accounts to a contact (& vice versa), I would like to see if I can replicate this functionality AND have them imported into the default Account and Contact table.

I know that this is possible by creating two custom tables and then using the XRM Toolbox to related the N-N records, however it's a very time consuming process.  Dos anybody know of a more effective alternative that works "out of the box"?

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  • Suggested answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    Please look at below article to export and import N:N relationship without creating custom entity using XRMToolbox plugin.

    www.lbmc.com/.../

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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