Microsoft Dynamics CRM (Archived)

Data migration and workflows

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Posted on by Mounir

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Hi experts,

I am preparing to migrate data from zoho crm to a newly created crm online organisation.

The crm online contains some complex workflows ( with task completion, emails...)

The data to migrate are currently in use, and After migration, the users should be able to have all the " in progress" contact in the right step of workflows processus.

How Can i proceed to migrate data with starting workflows instances for each migrated contact and put workflows in the correct stage/step depending on their currently states in zoho crm ?

Thanks you !

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Elijah Stownton 192 on at

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RE: Data migration and workflows

Try the Skyvia app. It can migrate Zoho CRM data to Dynamics 365 with advanced mapping and transformation features without coding. Read more here.
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razdynamics 17,304 User Group Leader on at

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RE: Data migration and workflows

Hi Moinir, The workflows will fire as soon as the imported data triggers the workflow requirement, such as the Workflows entity field /status Triggers + Conditions. so as long as the imported data satisfies the condition and workflow triggers it will set the workflow into the relevant stages.

Hope that helps?
TheMarkChristie 10,328 on at

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RE: Data migration and workflows

Hi

You can import a record into a state or stage by getting these from the form, However I would say that contacts and accounts do not have a stage so you might need to look at that requirement first