Microsoft Dynamics Connection Entity Import

  • 13Views
  • Last Post 2 weeks ago
0
votes
Scott Galloway posted this 3 weeks ago

I have been using this product (awesome by the way) to automate our imports into MS Dynamics CRM specifically for the Account, Customer and Opportunitiy entities. I have run into a speed bump when I try to automate the Relationships, specifically in the Connection entity. I want to create a Stakeholder relationship From an Opportunity to a Contact and then from the Contact to the Opportunity. Have you ever run into this scenario? If so could you provide a sample mapping? 

 

Thanks 

0
votes
Simon Bubnov posted this 2 weeks ago

I have run into a speed bump when I try to automate the Relationships, specifically in the Connection entity.

Your task has a lot of lookups which perform additional queries for each imported record. You can try adding the "Use cache" checkbox in the lookup options for each lookup. For more information, please refer to https://skyvia.com/resources/docs/index.html?lookup_mapping.htm and scroll down to the bottom of the article. If you select the "Use cache" option then we read data to cache and compare data in a cache.

Please note that selecting the "Use cache" option may lead to both, speed up and slow down the work. It depends on many factors. You can select the "Use cache" option for all lookups and compare execution time with this option enabled and disabled.

 

I want to create a Stakeholder relationship From an Opportunity to a Contact and then from the Contact to the Opportunity. Have you ever run into this scenario?

Please describe this scenario in more details. What do you mean by "Stakeholder relationship"?

Close