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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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Hi Jagannath,
you need to build a custom application (c# console application) which read from salesform and write to dynamics.
Hope it helps.
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Francesco Picchi
Microsoft Dynamics CRM Consultant, Bologna, ITALY
Independent Contractor
Hi,
Do exactly what Aric said
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.
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.
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