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

Export/Import of N:N Relations

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Posted on by 2

Hi,

what is the best approach to export N:N relations from 2011 on-premise to Dynamics in the cloud?

Thanks in advance!

I have the same question (0)
  • Suggested answer
    Pradeep Rai Profile Picture
    5,489 Moderator on at

    Hi,

    The best approach is using Kingway soft tools because in this tool you can directly migrate the data to middle entity table (i.e. N:N table).

    for example in CRM,

    Account and lead have N:N relation and middle entity is accountleads entity as shown below:

    pastedimage1630002201039v1.png

    Now in Kingwwaysoft we will get the above entity and we can directly map the Lead and Account lookup fields.

    Thanks,
    Pradeep.

    Please mark this as VERIFIED if it helps.

  • Newmayer2384 Profile Picture
    2 on at

    Thanks for the answer! Could you help me out with an step-by-step process? Like what exactly should I download and e.g. what do I need to configure?

    Much appreciated! Thanks!

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Partner,

    You can use “Manage NN relationships” plugin, which is part of XrmToolbox.

    Note: Download XRM ToolBox. https://www.xrmtoolbox.com/

    You can refer following links for detailed steps:

    How to import N:N relationships in Microsoft Dynamics CRM (lbmc.com)

    Data Migration for Many to Many Relationship Entities in D365 PSA | CloudFronts

    Regards,

    Leah Ju

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

  • Suggested answer
    Pradeep Rai Profile Picture
    5,489 Moderator on at

    Hi

    1. Download Visual 2012,2015, 2017 or 2019

    2. Kingsway soft download link

    www.kingswaysoft.com/.../download

    3. Once Setup is ready please watch below video link this will help you to setup SSIS package

    4. Now, consider example to migrate Account and Leads. So, First you need to migrate all Accounts/Leads into Target CRM system

    5. Once above step done then you need to Migrate Middle entity. In our case it will be AccountLeads entity.

    Regarding mapping you can check below links as well

    Thanks,

    Pradeep.

    Please mark this as VERIFIED if it helps.

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