Microsoft Dynamics CRM (Archived)

Data Migration of Activities using Kingswaysoft

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Posted on by balakrishna uppala

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Hi,

I am working on Data Migration from CRM 2016 On Premise to CRM 365 Online using Kingswaysoft.

Facing challenges in mapping fields for activities (Email, Phonecall, Letter...etc)

I looked at the kingswaysoft FAQ link https://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-365/faq

but not able to understand how to map party list fields like From, To, CC, BCC .

I don't see From, To, CC, BCC fields in the CRM Source table(email) to map to destination.

Kingswaysoft FAQ , mentioned about JSON format source, what it mean? Do I need to write script component in SSIS and read data from any fields?

Can someone help me, which fields in the email table corresponds to fields(From, To, CC, BCC) in the destination.

Thanks

Krishna

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Daniel Cai 935 on at

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Hi Krishna,

I believe you are reading from your CRM on-premise database directly, which is not the route that we typically recommend for migration.

Instead, you should read from the source using our CRM source component, in which case you will get those fields populated in the format that the destination component can take without the need of any transformations.

Hope this makes sense.

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Abby Kong 6 on at

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Hi Krishna,

Please follow Daniel's suggestion from Kingswaysoft to use CRM Source component to load activityparty list. Below is some information if you are curious or just want to verify the result of the migration:

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From, To, CC, BCC fields should be found in activityparty, please see below link:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/entities/activityparty

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In the link, you should find possible party types are:

account,bulkoperation,campaign,campaignactivity,contact,contract,entitlement,equipment,incident,invoice,knowledgearticle,lead,opportunity,queue,quote,salesorder,systemuser

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Also participation type:

Regards,

Abby

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Justinjose 2,707 on at

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Hi bala krishna,

In your case both Source and Target are CRM, also both data types are ntext. So you can import email activity with out writing a script. See below images for more information. If they are legacy users or contacts then you might need to write script or create missing users and contacts before import.

Data Type configuration

Let me know if you have any questions.

Thanks

Justin Jose

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balakrishna uppala 570 on at

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Hi Daniel,

You are right, I am reading from CRM On-Premise data base.

We are not allowed to connect to production using Source Component.

We have given a database backup of prod which is my source.

Can you please suggest any best way migrate activities in this way?

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balakrishna uppala 570 on at

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Hi Justine,

Thanks for your reply!

As my previous reply to Daniel, my source is CRM 2016 database not direct CRM connection.

I am unable to see the fields From, To, CC and BCC from source to map to destination.

Any help would be appreciated!

Regards

Krishna

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balakrishna uppala 570 on at

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Hi Daniel,

can you help on this please.

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Justinjose 2,707 on at

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Hi Krishna,

If you have a CRM 2016 VM then the best option is creating a CRM environment using the provided database. Then you can use native Kingsway CRM connector.

[View:https://survivingcrm.com/2012/08/creating-a-copy-of-your-production-crm-database/]

Thanks

Justin Jose

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Aric Levin - MVP 30,190 Moderator on at

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As mentioned previously, the best solution would be using Source component from KWS. If that is not an option and you will need to build your own sql queries for that you will have to link to the activity pointer filtered view to give you the proper information.

Don't remember off the top of my head, since it has been a while since I did this, but I think that you need to use xpath to get the correct information on the activity party fields (From, To, Cc, Bcc).

This article here might shed some light. It has some information on both using fetch and sql.

crmbusiness.wordpress.com/.../crm-2015-what-developers-need-to-know-about-the-activity-entity

Hope this helps.

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