SpeedyNtoNAssociatePlugin 1.0.1

Speedy N:N Associate

An XrmToolBox plugin for bulk associating records via N:N (many-to-many) relationships in Dynamics 365 / Dataverse.

Features

• Generic N:N support - Works with any N:N relationship, auto-discovered from metadata
• Smart entity filtering - Selecting one entity auto-filters the other to only show entities with matching N:N relationships
• CSV import - Load record pairs from a two-column CSV file (GUID1, GUID2)
• FetchXML pairs - Write a single FetchXML query that returns two ID columns; each row becomes one pair
• SQL query - Execute SQL SELECT via the Dataverse TDS endpoint; auto-detects GUID columns from the result set
• Entity-aware filtering - FetchXML results are filtered to only include GUIDs matching the selected entities, ignoring unrelated columns (e.g., ownerid)
• Syntax highlighting - Color-coded editors for both FetchXML (XML) and SQL with auto-formatting on paste
• Parallel processing - Pooled connections with configurable parallelism
• Tenacious retry - Up to 50 configurable retries with exponential backoff and shared throttle detection
• Auto-reconnect - Broken connections are automatically replaced with fresh clones
• Resume support - Tracks completed pairs so interrupted runs can resume
• Duplicate handling - Gracefully skips already-associated pairs
• Performance optimized - Bypass plugins/workflows option, connection pooling, thread pool tuning

Installation

From XrmToolBox Tool Store

Search for "Speedy N:N Associate" in the XrmToolBox Tool Store.

Manual Installation

1. Build: dotnet build --configuration Release
2. Deploy: .\deploy.ps1 -Force

Usage

1. Connect to your Dataverse environment in XrmToolBox
2. Click Load Entities to populate entity dropdowns
3. Select Entity 1 -- Entity 2 auto-filters to related entities
4. Select the N:N relationship (auto-populated)
5. Load your data:
   • CSV tab: Click "Browse & Load CSV" to select a file with two GUID columns
   • FetchXML tab: Write a query returning two IDs (e.g., via <link-entity>), click "Preview Pairs"
   • SQL tab: Write a SQL SELECT returning two GUID columns, click "Preview Pairs"
6. Configure settings (parallelism, retries, bypass plugins, logging)
7. Click Associate
8. If resuming a previous run, choose to continue or start fresh

Settings

CSV Format

Simple two-column CSV with optional header:

Guid1,Guid2
a1b2c3d4-...,e5f6a7b8-...

Supports both quoted and unquoted GUIDs.

FetchXML Format

Write a single query that returns rows with two GUID attributes. When a relationship is selected, the plugin uses entity-aware filtering to match GUIDs to the correct entities -- extra columns (e.g., ownerid) are safely ignored.

<fetch>
  <entity name="account">
    <attribute name="accountid" />
    <link-entity name="contact" from="parentcustomerid" to="accountid">
      <attribute name="contactid" alias="targetid" />
    </link-entity>
  </entity>
</fetch>

Click Preview Pairs to execute the query and see a resizable preview grid of extracted pairs.

SQL Format

Write a SQL SELECT that returns at least two GUID columns. The TDS endpoint must be enabled in your environment (Power Platform Admin Center > Settings > Features).

SELECT a.accountid, c.contactid
FROM account a
CROSS JOIN contact c
WHERE a.statecode = 0

The plugin auto-detects which columns contain GUIDs and uses the first two as the pair. No additional authentication is needed -- reuses the existing XrmToolBox connection.

Test Data

Run the test data generator to create two custom entities with an N:N relationship, populate them with test records, and export GUID pairs + sample queries for plugin testing.

# Basic usage (creates spdy_testwidget and spdy_testgadget)
.\test\create-test-data.ps1 -EnvironmentUrl "https://your-org.crm.dynamics.com"

# Custom entity names
.\test\create-test-data.ps1 -EnvironmentUrl "https://your-org.crm.dynamics.com" `
    -Entity1Name "project" -Entity2Name "resource" `
    -Entity1DisplayName "Project" -Entity2DisplayName "Resource"

# Custom prefix and record count
.\test\create-test-data.ps1 -EnvironmentUrl "https://your-org.crm.dynamics.com" `
    -PublisherPrefix "dev" -RecordsPerEntity 50

The script is idempotent — it skips entities and relationships that already exist. Output files (CSV pairs, FetchXML queries, SQL query) are saved to your Downloads folder.

To generate a standalone CSV with random GUID pairs (no Dataverse connection needed):

.\test\generate-csv.ps1 -Count 50000

License

MIT