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Dynamics 365 general forum

Migrate goal and goal metrics using SSIS to crm

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Posted on by 550

Hello,

How can I migrate the goals, goal metrics, roll up fields from an on premise system to online system.

Currently, I am using ssis to migrate data. Is there any method or any ways to migrate these entities using ssis.. Or is there any specific oder in which they have to be migrated..

using SSIS I am receiving generic error messages, without any details.

Thanks,

Hajira

  • HajiraRoshan Profile Picture
    550 on at
    RE: Migrate goal and goal metrics using SSIS to crm

    Hello Adrian,

    I have already the entities schema name as the destination entity in the Crm Destination Components.

    Unbenannt.PNG

    You mean in the destination entity field here .

    By reading all the columns from the source goal entity. (I undestand following differences between source and destination crm )

    1)There is business unit id , which is different from crm source and destination System.

    2)There is currency symbol in each money field , which can equal to some special chaaracter . Does SSIS does not allow special characters like $ to be imported ?

    Thanks ,

    Hajira

    actualdecimal actualinteger actualmoney actualmoney_base actualstring amountdatatype amountdatatypename computedtargetasoftodaydecimal computedtargetasoftodayinteger computedtargetasoftodaymoney computedtargetasoftodaymoney_base computedtargetasoftodaypercentageachieved consideronlygoalownersrecords consideronlygoalownersrecordsname createdby createdbyname createdon createdonbehalfby createdonbehalfbyname createdonbehalfbyyominame customrollupfielddecimal customrollupfieldinteger customrollupfieldmoney customrollupfieldmoney_base customrollupfieldstring depth entityimage entityimage_timestamp entityimage_url entityimageid exchangerate fiscalperiod fiscalperiodname fiscalyear fiscalyearname goalenddate goalid goalownerid goalowneridname goalowneridtype goalowneridyominame goalstartdate goalwitherrorid goalwitherroridname importsequencenumber inprogressdecimal inprogressinteger inprogressmoney inprogressmoney_base inprogressstring isamount isamountname isfiscalperiodgoal isfiscalperiodgoalname isoverridden isoverriddenname isoverride isoverridename kkit_actualmoneycomulated kkit_actualmoneycomulated_base kkit_actualpercentagecomulated kkit_businessunitid kkit_businessunitidname kkit_competencecenterid kkit_competencecenteridname kkit_competenceteamid kkit_competenceteamidname kkit_delta kkit_delta_base kkit_inberichtverwenden kkit_inberichtverwendenname kkit_prognose kkit_prognose_base kkit_targetmoneycomulated kkit_targetmoneycomulated_base kkit_zielnummer lastrolledupdate metricid metricidname modifiedby modifiedbyname modifiedon modifiedonbehalfby modifiedonbehalfbyname modifiedonbehalfbyyominame overriddencreatedon ownerid owneridname owneridtype owneridyominame owningbusinessunit owningteam owninguser parentgoalid parentgoalidname percentage rolluperrorcode rolluponlyfromchildgoals rolluponlyfromchildgoalsname rollupqueryactualdecimalid rollupqueryactualdecimalidname rollupqueryactualintegerid rollupqueryactualintegeridname rollupqueryactualmoneyid rollupqueryactualmoneyidname rollupquerycustomdecimalid rollupquerycustomdecimalidname rollupquerycustomintegerid rollupquerycustomintegeridname rollupquerycustommoneyid rollupquerycustommoneyidname rollupqueryinprogressdecimalid rollupqueryinprogressdecimalidname rollupqueryinprogressintegerid rollupqueryinprogressintegeridname rollupqueryinprogressmoneyid rollupqueryinprogressmoneyidname statecode statecodename statuscode statuscodename stretchtargetdecimal stretchtargetinteger stretchtargetmoney stretchtargetmoney_base stretchtargetstring targetdecimal targetinteger targetmoney targetmoney_base targetstring timezoneruleversionnumber title transactioncurrencyid transactioncurrencyidname treeid utcconversiontimezonecode versionnumber ErrorCode ErrorColumn* CrmErrorMessage ErrorCode - Beschreibung ErrorColumn – Beschreibung
    0 0 1788918,09 1788918,09 ########### 0 Zahlung NULL NULL 2000000 2000000 100 True Im Besitz des Zielbesitzers c8fec4d5-f2a5-df11-819f-000c29b7b1d1 Administrator, KK 2015-11-25 07:48:07.000 NULL NULL NULL 0 0 0 0 NULL 0 NULL NULL NULL NULL 1 301 P1 2015 GJ2015 2015-12-31 10:59:00.000 3e517add-4893-e511-80c3-000c2961e674 0abeace0-70e3-df11-9e50-000c29b7b1db Nitsch, Daniel systemuser NULL 2015-01-01 10:59:00.000 NULL NULL NULL 0 0 31394 31394 31.394,00 € True Betrag True Buchhaltungsperiode False Nein True Ja NULL NULL NULL NULL NULL NULL NULL NULL NULL -211081,91 -211081,91 NULL NULL 1820312,09 1820312,09 NULL NULL NULL 2016-01-29 23:00:22.000 05a6a822-b892-e511-80c3-000c2961e674 Umsatz ITSM 68072468-d48e-e511-80c1-000c2961e674 Podyma, Romuald 2016-12-14 15:06:37.000 NULL NULL NULL NULL 0db5d1cd-7a95-e411-81bc-000c29b7b1db Röhr, Thomas systemuser NULL 195be7e9-f2a5-df11-819f-000c29b7b1d1 NULL 0db5d1cd-7a95-e411-81bc-000c29b7b1db NULL NULL 89 -1 False Nein NULL NULL NULL NULL 4355151f-ba92-e511-80c3-000c2961e674 BusinessUnit Education NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL 4355151f-ba92-e511-80c3-000c2961e674 BusinessUnit Education 1 Inaktiv 1 Geschlossen 0 0 0 0 0,00 € 0 0 2000000 2000000 ########### 0 Daniel Nitsch - Jahresziel (Education) 2f1ddd7f-a946-dd11-a03f-000c291644f7 Euro db3b7d96-c1df-4001-9e34-92501fde18e9 NULL 9628112 1 -1 CRM service call returned an error: CRM service call returned an error: The server was unable to process the request due to an internal error.  For more information about the error, either turn on IncludeExceptionDetailInFaults (either from ServiceBehaviorAttribute or from the <serviceDebug> configuration behavior) on the server in order to send the exception information back to the client, or turn on tracing as per the Microsoft .NET Framework SDK documentation and inspect the server trace logs. Die Komponente stellt keine Fehlercodebeschreibungen bereit.   NULL
    0 0 29138,8 29138,8 29.138,80 € 0 Zahlung NULL NULL 17250 17250 100 False Alle c8fec4d5-f2a5-df11-819f-000c29b7b1d1 Administrator, KK 2016-12-14 21:16:00.000 NULL NULL NULL 0 0 0 0 NULL 3 NULL NULL NULL NULL 1 NULL NULL NULL NULL 2017-12-31 10:59:00.000 d0fb3e7f-d5e3-e611-80dd-000c2961e674 0db5d1cd-7a95-e411-81bc-000c29b7b1db Röhr, Thomas systemuser NULL 2017-01-01 10:59:00.000 NULL NULL 334 0 0 0 0 0,00 € True Betrag False Benutzerdefinierte Periode False Nein True Ja NULL NULL NULL NULL NULL 4ce2e1d4-352e-e611-80d2-000c2961e674 CC HEAT NULL NULL 11888,8 11888,8 False Nein 29138,8 29138,8 NULL NULL 337 2018-02-22 12:58:00.000 ad8356cd-8142-e611-80d5-000c2961e674 Umsatz VC-Positionen 30a206dc-f2a5-df11-819f-000c29b7b1d1 SYSTEM 2018-02-22 12:58:08.000 68072468-d48e-e511-80c1-000c2961e674 Podyma, Romuald NULL 2017-01-26 14:41:46.000 68072468-d48e-e511-80c1-000c2961e674 Podyma, Romuald systemuser NULL 125be7e9-f2a5-df11-819f-000c29b7b1d1 NULL 68072468-d48e-e511-80c1-000c2961e674 a6fb3e7f-d5e3-e611-80dd-000c2961e674 CC HEAT 169 -1 False Nein NULL NULL NULL NULL 81a3addc-59e6-e611-80dd-000c2961e674 CC HEAT_NEW NULL NULL NULL NULL 81a3addc-59e6-e611-80dd-000c2961e674 CC HEAT_NEW NULL NULL NULL NULL 81a3addc-59e6-e611-80dd-000c2961e674 CC HEAT_NEW 0 Aktiv 0 Offen NULL NULL NULL NULL NULL NULL NULL 17250 17250 17.250,00 € 0 CC HEAT_NEW 2f1ddd7f-a946-dd11-a03f-000c291644f7 Euro d0d945ba-9d38-4392-b256-39348af092bc NULL 11454272 1 -1 CRM service call returned an error: CRM service call returned an error: The server was unable to process the request due to an internal error.  For more information about the error, either turn on IncludeExceptionDetailInFaults (either from ServiceBehaviorAttribute or from the <serviceDebug> configuration behavior) on the server in order to send the exception information back to the client, or turn on tracing as per the Microsoft .NET Framework SDK documentation and inspect the server trace logs. Die Komponente stellt keine Fehlercodebeschreibungen bereit.   NULL
  • Suggested answer
    Adrian Begovich Profile Picture
    1,025 Super User 2025 Season 1 on at
    RE: Migrate goal and goal metrics using SSIS to crm

    Hi HajiraRoshan,

    It is possible to migrate these entities by setting the entities schema name as the destination entity in your CRM Destination Components.

    • goal
    • goalrollupquery
    • metric

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