CODEWITHSUNDEEP
dynamics-crm-2011dynamics-crm
Richard Butterwood
Richard Butterwood

Reputation: 745

Dynamics CRM: Export relationships

CRM Online 2014.

Through the Dynamics CRM UI, is it possible to import/export relationships in the same way it is possible to import/export entity data?

I have a custom geographic entity that has a N:N relationship with the territory entity. I need to export the relationship data between these two entities for importing into a different environment.

I know I can do it programmatic ally but I was hoping to do it through the CRM UI.

Thanks in advance,

Richard

Upvotes: 0

Views: 2042

Answers (2)

Sxntk
Sxntk

Reputation: 846

Whenever it's possible, create manual N:N relationships, because this allow you to customize the entity, export data, create new fields and a lot of stuff.

Offcourse, you may need javascripts o plug-in to tune up this entity but they are usually easy to make and the N:N manual has more potencial than the native one.

Export data from a N:N native it is not possible by the UI.

Hope this can help you.

Upvotes: 0

Guido Preite
Guido Preite

Reputation: 15128

It's not possible to do with the CRM UI, but there is a plugin for XrmToolbox:

New XrmToolBox plugin : Import/Export NN relationships

Upvotes: 2

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