29 Dec’17

Dynamics 365, EnterpriseData Migration for Many to Many Relationship Entities in D365 PSA


This blog explains how to migrate data for Many to Many or N:N relationship records.


Client always demand configuration records to be migrated from Test Env to a Production Environment.We can migrate data for Entity records and Entities with 1:N relationships records however we cannot directly migrate data for N:N relationship( intermediate entity) which is not exposed in D365 PSA. This can be achieved by using XRM Tool Box plugin – Manage NN relationships.


· XRM Tool Box with “Manage NN relationships” plugin installed.
· Both entities having alternate key with data – This is required as a cleaner approach.

Below steps explains how to achieve requirement.

Steps of Implementation:

1. Open “Manage NN relationships” plugin in XRM tool box with Source Organization as connected.

2. Click Load Metadata button and then select First Entity with Specific attribute as alternate Key and same for Second Entity as shown below.

manage n-n relationship

3. Click button Export button and save file.

specifying the entities in plugin

4. Open exported file Column A is OrgUnitID and Column B is PriceLevelID data.

export data in csv fomat

5. Change connection to target organization of Manage NN relationship plugin in XRM toolbox and then follow the step 1 and 2.

6. Click Import button and select the file exported in step 3.

7. Data migrated is been tracked in log section of plugin.


N:N relationship or Many to Many relationship entity records cannot be migrated from D365 PSA as they are not been exposed however this can be achieved by using third party tool like XRM Tool Box – “Manage NN relationship”.


Written by

Shailesh Wath

ERP Consultant

Leave a Reply

Your email address will not be published. Required fields are marked *

Time limit is exhausted. Please reload the CAPTCHA.

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • Commands to Import .bacpac file to D3FOE SQL Server

    14 May’ 2018

    Introduction: This blog article will explain how to import a .bacpac file to Microsoft SQL Server which is created from ...

    Read more
  • [Solved] – Backspace not working in HTML Web Resources

    11 May’ 2018

    Issue: When we use a HTML web resource in Dynamics 365 CRM forms or even as a separate navigation, we sometimes face is...

    Read more
  • Dynamics 365 Tip: Sending Emails using Unified Interface

    10 May’ 2018

    Introduction: The unified client which was released D365 V9 had a very refreshing UI and lots of features. One of the b...

    Read more
  • Filtering Records on BPF unlike on Form – D365

    10 May’ 2018

    Introduction: Working with D365 is best when you’re trying to use as much OOB stuff as possible. Simplest configurati...

    Read more
  • Filter records in gallery control based on value selected in other gallery control in PowerApps.

    10 May’ 2018

    Introduction: This blog explains how to Filter records in gallery control based on value selected in other gallery cont...

    Read more