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Archiving Activity

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Posted on by 4
Hi,
 
How to do Archiving of Activity records as emails are taking space and I want to keep them.
 
Thanks,
  • Suggested answer
    Jeevarajan Kumar Profile Picture
    Jeevarajan Kumar 747 Most Valuable Professional on at
    Archiving Activity
    Hi Hasan,

    If it's for Archival, there are a few better ways to do but it all depends on the complexity and the effort/budget you want to spend.

    Regarding Solution 1 Export/Import:
    Yes, you can import it. CSV and all the data will be preserved except the 'Modified On'. You can from the images below that I exported a sample email with multiple To lists, CC, BCC and Regarding. Saved the Excel file into . CSV and imported it back. Note: You can see that 'Modified On' is updated to the date time that your import is done.  If you want to preserve the original 'Modified On', you'd need to handle it separately, check this link for that: https://blog.magnetismsolutions.com/blog/nickchin/2019/11/27/dynamics-365-data-migration---how-to-keep-the-original-modified-on-date/

    1. Exporting this sample email


    2. Save As into . CSV and importing it
     
    3. Successfully imported but the 'Modified On is change'. Use the provided approach to preserve it.

    Also, if you need more flexibility while importing, you can try XrmToolbox tool called Data Import++, details are here:  https://linnzawwin.blogspot.com/p/data-import.html
     
    Hope this helps, if so, please mark the answer as Accepted Answer.
  • hasan khan Profile Picture
    hasan khan 4 on at
    Archiving Activity
    Hi Leah Ju ,
    If I need to import this Excel file back in, how can I maintain the "Regarding," "To," and "From" fields?
     
    Thanks,
     
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Archiving Activity
    Hi ,
    You might consider going around these email records:
    And you can use power automate to get emails:
    https://powerusers.microsoft.com/t5/Microsoft-Dataverse/How-to-download-an-email-out-of-CRM/td-p/1695886
    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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