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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Data Migration of Acti...
Microsoft Dynamics CRM (Archived)

Data Migration of Activities using Kingswaysoft

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Posted on by balakrishna uppala 570

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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I have the same question (0)
  • Daniel Cai Profile Picture
    Daniel Cai 935 on at

    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. 

  • Abby Kong Profile Picture
    Abby Kong 6 on at

    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:

    ---------------------------------------------

    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

    ---------------------------------------------

    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

    ----------------------------------------------

    Also participation type:

    participationtype.PNG

    Regards,

    Abby

  • Suggested answer
    Justinjose Profile Picture
    Justinjose 2,707 on at

    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.

    dataM2.PNG

    Data Type configuration

    dataM2.PNG

    Let me know if you have any questions.

    Thanks

    Justin Jose

  • balakrishna uppala Profile Picture
    balakrishna uppala 570 on at

    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?

  • balakrishna uppala Profile Picture
    balakrishna uppala 570 on at

    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.

    ActivityMapping.PNG

    Any help would be appreciated!

    Regards

    Krishna

  • balakrishna uppala Profile Picture
    balakrishna uppala 570 on at

    Hi Daniel,

    can you help on this please.

  • Suggested answer
    Justinjose Profile Picture
    Justinjose 2,707 on at

    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

  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    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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