Dynamics Community Forum Thread Details

SISS Dynamics CRM migration look up for system user

Hello guys,

in process of migrating from dynamics 2011 to 2016 using kingsway.

For the new crm we are limiting system users on the system however in 2011 there are still some records assigned to users who will not be in the 2016 system.

what is the best way approaching when migrating records for the look up fields for owner,createdby fields.

is it to use the optional default value if no match found feature in kingsway soft?

i believe the old GUIDs will be stored in another field "legacyuserid".

hope you could help with the best efficient way- screenshots will be helpful aswell.

thanks

You would need to map the Owner field in the new CRM with the name from the old CRM as the GUIDS for the system users in new and old CRM will be different. However, you will not be allowed to migrate the data with the “CreatedBy” mapped while migration using Kingsway. For the migrated records it will be set the user that you have used for login in Kingsway Dynamics CRM connection component.

If you want to set the one particular user as the owner if the user does not match in new CRM then you could use the Option Default value if no match found feature for lookup in Kingsway Soft SSIS.

If there are going to multiple criteria for user mapping then while mapping the user lookup then you could use the script component where you would need to add an Output Column. Then in the script component you would need to write a logic to set the user name to this output column based on the criteria and use this column in the destination CRM component to map the Owner.

For example, if the user mapping is to be like the below.

If CRM 2011 owner =”USER A” then in CRM 2016 Owner has to be “USER B”

If CRM 2011 owner =”USER C” then in CRM 2016 Owner has to be “USER D”

Please see the screenshots below for the steps to be followed in the above case:

Below is the link where you would able to see how the lookup mapping works.