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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Migrating Attachment o...
Microsoft Dynamics CRM (Archived)

Migrating Attachment or Documents from salesforce to Dynamics 365

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Posted on by Jagannath 545

Hi Experts,

I have migrated all records from sales force to dynamics 365 by using SSIS kingswaysoft.

Suppose I am having Account entity in  Sales force. In that entity i am having 5 notes and 3 documents.

All the attachment should go to Dynamics 365 . Is there any way?  

Any helping hands.. 

Thanks in Adv...
Jagannath

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    you can migrate the notes to the note entity and linked it with your account. For your document if they are lineked to one of the 5 notes you can simply migrate them to the attachment entity if not you should create a new note linked to your account and the attachment.

  • Jagannath Profile Picture
    Jagannath 545 on at

    Thanks for your quick responce Guillaume.

    I already migrate note to note entity .

    How can I link notes to the account Using SSIS ??

    Or is it a manual process ??

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

    Hi Jagannath,

    You can do this with SSIS.

    Your Notes Entity (annotation), has a field called regarding (objectid), which is the unique identifier of the entity records where you want to add the notes to (in your case the account id).

    In SSIS, simple add a destination component to annotation, and set the object id to the account id, and add the note subject and text, and you should be good.

    Hope this helps.

  • Community Member Profile Picture
    Community Member on at

    Hi,

    Do exactly what Aric said

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Jagannath,

    you need to build a custom application (c# console application) which read from salesform and write to dynamics.

    Hope it helps.

    If you found the answer helpful, please mark as Verified 

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