CRM – Migration entity references

The other day I was trying to find information on the Subject Tree, you can read the entry – crm 2011 importing and exporting the Subject Tree, I was dicussing the problem with a colleague and he dug out this document about the relationships of the entities in CRM, he said he thought he had this document from before CRM 4.

I found the document on line and it had some useful information with it

Migration Entity Reference

The link talks about migrating entities from different version of CRM, how to map it and how to use the data migration manager.

This part was interesting

To ensure a successful migration, you need to prepare your source data so that it can be mapped to Microsoft Dynamics CRM. For additional reference, the Data Migration Manager Help file describes specific tasks for each type of entity, and each type of attribute. This article provides information to complement the information in Help. At the end of this article is a link to a Microsoft Office Excel spreadsheet that lists the entities and attributes. For each default entity that can have data migrated to it, the following attributes are listed:

  • Required. Source files should have one column for each required attribute in the Microsoft Dynamics CRM entity. All records must have data in each of these columns.
  • Relationship. If you want to connect one record to a record in another record type, you must have a column in your source file for the data that creates the relationship. If there is no data in a relationship column, the record will not be connected.
  • Calculated. Data in calculated attributes is not migrated. Instead, when the data used for the calculation is migrated, Microsoft Dynamics CRM does the calculation and populates the attribute. You should identify any columns in your source data that map to calculated attributes, so that you can select Ignore


Why am I talking about this I hear you ask, well I initially looked at the  subject and it’s still the same and it helped me work out what the entity references were (e.g. lookups) and what I needed to call them.

You can download the Entity reference for all the default entities in a nice handy excel document by clicking the link below, it’s displayed in an easy to understand format

Entity reference for default (uncustomized) entities

Click to open the Excel spreadsheet that lists the entities and attributes.



3 thoughts on “CRM – Migration entity references

  1. kiquenet October 4, 2016 / 7:50 pm

    not found!

    any guide to migrate CRM 2011 to CRM 2016 ?

    Entities and attributes names changes…any helper code to generate lists the entities and attributes?


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