User guide

Please follow the instructions to generate the appropriate sorted list of entities:
  • Double click on the entry named Dependencies Sorter from the homepage of the Toolbox for Dynamics CRM. A popup window appears, asking to connect to an organization. Click Yes to continue.
step1.png
  • Select the connection you wish to connect to. This organization represents the left side of the comparison. The plugin tab is displayed and looks like the following:
step2.png
  • Click on Detect circular dependencies button for an first analysis of the entities relationships. The status label displays the number of circular dependencies identified:
step3.png

Important: you must left the systemuser entity ticked
  • In order to solve the circular dependencies, you can tick the incriminated N:1 relationships from the Ignored dependencies section and click again on the Detect circular dependencies button:
step4.png

In the example above, I choose to ignore the N:1 relationships related to the lead entity. This means that the data migration process won't rely on the lead entity while importing the account, contact and opportunity entities. The corresponding Lookup field won't be filled, at least during the first run. This relationship may need to be filled later in the migration process.

step5.png

As we can see in the Ignored dependencies section, the previous circular dependencies ignored are displayed in a new node at the top of the tree. The previous section does not break the circular dependency and it is necessary to reiterate the task by ignoring more entities or N:1 relationships.
  • You can ignore all N:1 relationships implying an entity by ticking the entity logical name in the Ignored entities section and clicking again on the Detect circular dependencies button:
step6.png
  • All green! The Sort entities button is now enabled. Click on the Sort entities button in order to export the sorted list of entities in a CSV format.
step7.png

Last edited Mar 17, 2015 at 2:33 PM by ThomasCanaple, version 4