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How to import data in N:N relationship using xrmtoolbox

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Posted on by crm plugin

i need help, i have a scenario to upload/import data of N:N relationships in Dynamics 365 CRM, i tried to get help from Google Youtube but did not succeed.I have used xrmtoolbox(Manage NN Relationships) data is exported but error is occurring on import data, error file is attached please find the attachment

Can you help me?

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ACECORP 1,589 on at

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What is the exact error message in its entirety for line 2 in the screen shot?

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Venkatesh Nadar on at

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Hi,

Download and extract the XRM Toolbox. This is a suite of free tools that can make quite a few things easier in CRM. It can be found here: https://xrmtoolbox.codeplex.com/

Launch the XRM Toolbox

Click Connect to your organization

If you have previously used the XRM Toolbox, you can pick your connection from the list, otherwise create a new one (your CRM administrator should be able to provide you with your connection information)

Once connected, scroll down and select the Import/Export NN Relationships tool.

Once it opens, click the Load Metadata button (this may take a minute).
If you get a warning stating “No many to many relationships found for this entity!”, that’s okay. It will default to the first entity it finds (sorted alphabetically). That entity may or may not have N:N relationships.

Select the First Entity value. In this test case, we are going to relate existing Account records to a custom entity called NAICS Code. We will select Account as the First Entity.

Under the Relationship, we will select the appropriate N:N relationship.

Under the Second Entity, it will display the other side of the N:N relationship.

Next, we will change the Mapping Attribute options. Unless you know the list of GUIDs assigned to each record, you will probably want to change this to lookup based on another known value, i.e. Account Number

Repeat this process for the second entity. In the example below, I selected the NAICS Code instead of its GUID

Next, you will need to build your file. This requires a semicolon-delimited list. The first column will be the value that ties to the First Entity. The second column will be tied to the Second Entity.
Our Excel file looks like this:

Remove the column header as the Import/Export NN Relationships utility will attempt to import all of the rows as data

Then convert it to a semicolon-delimited file. In order to convert it to a semicolon-delimited list, we can follow the steps outlined here. In their example, they use the pipe character, you will just need to enter a semicolon instead. Don’t forget to change this setting back once you have exported your file!

If we look at the file we just saved in Notepad (or your favorite text editor), it should look like the image below.

Now that we have our file, click the Browse button and select it.

Then click Import NN Relationships to import your file, the results will be displayed in the Log window.

If we go look in CRM, we can now see that the Account is associated with the NAICS Code! If something goes wrong, it will tell you which line is having a problem and which part of the lookup failed.

Hope this helps!

Regards,

Venkatesh N

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Dynamics CRM Konsul... 25 on at

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Error is: "More than one record (ds_tagsetup) were found with the value specified

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