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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Migrating Workflows (P...
Microsoft Dynamics CRM (Archived)

Migrating Workflows (Processes) from CRM 2016 OnPrem to Dynamics 365 Online

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Posted on by SK-ENV 60

Hi All,

I currently work for a company which intends to migrate from CRM 2016 On-Prem to CRM Dynamics 365 Online. Currently we are stuck with migrating the workflows. Can anyone throw some insight on how can we migrate workflows from On-Prem to Online. We are using SSIS with Kingswaysoft plug-in for the migrations.

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

    Hi,

    When you are talking about Workflows, are you actually talking about SSIS packages? Two different things.

    Workflows can be added to your solution.

    For SSIS packages, that is a completely different task, and it depends how the original SSIS packages were built.

    If you were working with CRM On-Prem by accessing data using Filtered views and OLE DB sources for example, all that will have to be rebuilt for Online.

    If your CRM was only a destination component, you should not have much of an issue with the migration of your packages.

    If this doesn't answer what you are looking for, can you please provide additional detail.

    Hope this helps.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    just add the Worflows to your Dynamics solution (under the processes).

  • SK-ENV Profile Picture
    SK-ENV 60 on at

    The scenario is this :-

    We have the source CRM in On Prem version and we have multiple clients, which means multiple instances (orgs) and each installations are customized based on the client requirements. We have a base solution on the top which is standard for all the clients.

    Each clients will be having their own user created workflows (processes), views and other stuff in each of their installations. We need to migrate all these different clients to Online CRM one by one and we are now doing a test migration with one of them. We are doing the migration using SSIS packages with KingswaySoft plug-in - access the source database of that particular client using OLE DB and the destination is set as the Online CRM instance of the client.

    For migrating workflows (processes), we query the data from the view Workflow in the source DB and select the the corresponding destination e ntity and execute the data flow task. We are logging in to the destination site using a user with System Administration role  but while executing the job, we get an error like "retrieve privilege for the user failed".

  • SK-ENV Profile Picture
    SK-ENV 60 on at

    Hi,

    Thanks for the help. I was able to migrate the workflows by adding them to a new solution and importing the solution to online CRM. Only a few of those which were referring to some missing entities in the destination threw the error. 

    Meanwhile I have a question that whether we can update the steps in a workflow through the back end using SSIS? E.g. if I want to remove a step that is referring to a missing entity in the destination (in the source).

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

    Hi,

    Not really. You will not be able to do it via SSIS.

    You will need to import your missing entities to the destination, or modify the workflows at your source so that it does not refer to any missing entities.

    Hope it helps.

  • SK-ENV Profile Picture
    SK-ENV 60 on at

    Thanks a lot for the clarification. 

  • SK-ENV Profile Picture
    SK-ENV 60 on at

    One another query related to migrating workflows - Now that the workflows are migrated successfully, we tried to migrate the process sessions related to the workflows using SSIS. We queried the process sessions from the table AsyncOperation in the source database and mapped the WorkflowId from the destination to that in the source and executed the SSIS package. Here the process sessions were migrated to the destination but the RegardingObjectType code is not getting updated in the destination (RegardingObjectId is updated) and hence in the destination UI, the regarding object is not getting displayed. But if we click that space it is going to the corresponding page of the Regarding Object.

    Is there any workaround for this?

  • Community Member Profile Picture
    Community Member on at

    Did you ever figure out how to migrate the process sessions?  We are stumped with this as well.

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