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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Data migration - inclu...
Microsoft Dynamics 365 | Integration, Dataverse...
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Data migration - including users who are no more with the organization

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Posted on by Community member
Dears, 
 
We are upgrading from 2016 to MSDYN365 , alll tables will be replicated. However, the developer has just indicated that the cases in old version that were created by users who are not part of the organization will not be moved rather we have to buy additional licenses just ot keep the field/ created by / user name. That does not make any sense , users you can create as many as u want however, licenses you can have a limit. 
 
Please share your thoughts on this. 
 
Thanks,
Faraz
 
  • Guy Boswell Profile Picture
    Guy Boswell 35 on at
    Data migration - including users who are no more with the organization
    Faraz,
    In our situation we imported all records as owned / created by our CRM admin account.  We lost information about who had owned / created the record in our legacy account but decided that didn't matter.  For us it was the contact details that mattered, not who had historically owned them.
    I guess a compromise would be to migrate those records owned by a current employee as owned by that employee and to import all records owned by a former employee as owned by CRM Admin
    Guy
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Data migration - including users who are no more with the organization
    Hi Partner,
    Did that answer your question?
    Any updates? Please feel free to ask me any questions you may have!
    If someone answered your question, can you check this box to mark that response as an answer?
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Data migration - including users who are no more with the organization
    Hi Partner,
    Yes.
    When you try to add users into the environment, license is one requirement:
    It is when a user is added to the environment that he or she becomes the creator or owner of the record.
    As a mitigation measure:
    You can create corresponding contact records for these out-of-organization users.
    Then create a 1:N relationship between the contact entity and the entity where the current record resides.
    The Contact Lookup field on the current record displays the corresponding contact.
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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