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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / DB Migrations: Importi...
Microsoft Dynamics CRM (Archived)

DB Migrations: Importing previous notes/history into contacts

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Posted on by Community Member

We have moved over all our contacts and companys, but is there any easy way to know import all our notes/conversations from each contact?

I see there are 3 fields present, POSTS, ACTIVITIES and NOTES, we would be interested in populating the NOTES field if possible. 

thanks in advance.

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  • Suggested answer
    Wouter Madou Profile Picture
    Wouter Madou 3,392 on at

    Hi newrecruit02,

    I would suggest migrating your history notes/conversations with Scribe Insight into the notes-entity.

    It is perfect for situations like this, you can for instance use lookups to your contacts and when not found automatically create your contact first..

    On the other hand you can create a separate data mapping sheet for your notes, see the following irk for more info:

    msdn.microsoft.com/.../gg309694(v=crm.7).aspx

    Regards,

    Wouter

  • Community Member Profile Picture
    Community Member on at

    Hi Wouter,

    Thanks for the feedback and sorry for the delay, I have been traveling. Do you know if the insight adapter can import many instances of notes incrementally or in historical fashion? The problem I see us having of doing a straight import is that we have lots of notes ranging from various date ranges per contact that we need to import as well, not just all contained in one field. I guess my question is can we do this with the Insight adapter, (incrementally import each note per record/contact). If not please suggest another method or solution, thx!!!

    EXAMPLE:

    Contact John Doe

    Note 1  -

    Date: 11/26/2012

    Action/Title: Returned Call

    Notes: Returned Johns call would like to initiate a demo when we have 30 minutes. please schedule.

    Note 2  -

    Date: 12/12/2012

    Action/Title: Demo Scheduled

    Notes: Demo scheduled with team and john, date will be on 12/20/2012, need to bring additional collateral..

    Note 3  -

    Date: 12/20/2012

    Action/Title: Demo Concluded

    Notes: Demo concluded, everyone was happy with preso,  seeking budgetary approval.

  • Suggested answer
    Wouter Madou Profile Picture
    Wouter Madou 3,392 on at

    Hi newrecruit02,

    The easy answer is: "Yes, you can do all this with Scribe insight in combination with the CRM adapter."

    The better answer is:

    Since you captured the Action type on your notes, I would suggest to historical import (automate this with Scribe) your notes as actions.

    Note 1 would be a completed phone call between John Doe and user x with a description "returned Johns call, would like to initiate a demo"

    Note 2 would be a custom activity type "demo" or a completed appointment , subject "demo" with description "Demo scheduled".

    Note 3 would be task etc etc

    You can however also just mainstream it and import as notes as well, depends on how you want to see your historical data. (Remember, the notes and activities are different tabs in the social pane on a form)

    I hope this answers your questions.

    Ps: if you have other data that needs to be migrated/synchronized and are thinking about using Scribe for your notes, keep in mind that you can use it for all the other data (crm, sql, odbc, xml, txt, csv, xls, ... ) as well.

    Regards,

    Wouter

  • Community Member Profile Picture
    Community Member on at

    much appreciated thx

  • Wouter Madou Profile Picture
    Wouter Madou 3,392 on at

    You're welcome.

    Just a quick fyi: Scribe has a trial version that you can request on their website. But please start with a test!! environment and not your live db, Scribe can be a bit difficult to comprehend in the beginning.

    If my answer was sufficient, feel free to mark it as answered so this thread is closed.

    Regards,

    Wouter

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    good to know, thx

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