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Dynamics 365 Community / Forums / Customer Service forum / Migration of email act...
Customer Service forum

Migration of email activities from Sage CRM to MS Dynamics 365

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Posted on by Community Member

We are in the process of moving our service desks from Sage CRM to MS Dynamics 365. Business requires to migrate existing cases in Sage along with the related records which includes the communications (email in and out) to CRM. The import wizard helps to migrate the structured data (contacts, accounts etc). How to migrate the communication records (email activities) from Sage to Dynamics? Greatly appreciate if any one could give me some pointers on how to approach this.

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Customer Service
  • Suggested answer
    MihirShah Profile Picture
    MihirShah 4,036 on at
    RE: Migration of email activities from Sage CRM to MS Dynamics 365

    You can import the email records into Dynamics 365 using the Data Import Wizard.

    Settings > Data Management > Imports

    You will need the email data exported from Sage in an XML or txt format, map the fields and do the import.

    You also may want to break down the # of records per import batch.

    Hope this helps.

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