milestone
Importing completed
Whew. Lessons learned:
Leave that friggin’ first checkbox UNCHECKED. damn.
Do things in the smallest possible increments so that you don’t invest a lot of time only to find out it’s not working.
If possible, do all the manipulation on your end before you import. e.g.: I had “M/F” for gender in my db but MS wants 1/2. [...]
Success! How to import entity relationships into Microsoft CRM
Yeah! Nothing quite like success with tech stuff. There’s a magic moment that all us geeks go through and it’s when you press the “go” button and hold your breath to see if your latest attempt worked, and then seeing proof that “it works!”.
So here’s how you import entity relationships via Microsoft CRM Data Migration [...]
Reimporting Building via MM done
OK, I imported buildings like a charm. Now lets see if I can import PAUs and create a N:1 link between PAU & Buildings…
Reading through the docs, I can see that it can be done but it doesn’t precisely say how. So lets just do it.
I’ve not defined the N:1 relationship in CRM so lets [...]
Ready to export both lists
PAU working. Member working. Both are linked and the relationship is the way I want it. Now to export both and see if I can import a relationship.
Read Full Post | Make a Comment ( None so far )Setup for new entity & relationship
I’ve got members (contacts) that need a N:1 relationship to PAUs. Here’s my plan:
Create PAU entity
Map a relationship to members.
Test.
Figure out how to import members to auto-link to their proper PAU entity.
How the key fields match up here will be really interesting…here we go.
Read Full Post | Make a Comment ( None so far )Entity relationships next
OK, looks like I’m importing the contact table the way I want it to. Next up is setting other entity relationships to this table AND MOST IMPORTANTLY (at least for me right now) is to see if I can import those other tables AND have them properly link to the contact table.
I know that I’ll [...]
