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How to populate Case Contact during migration?

Posted on by 23

Hi,

I'm migrating from our legacy ERP to D365 and am running into difficulty whilst creating a CE Case/Incident. I'm using an SSIS package to perform the migration. I can successfully create the Case but the 'Contact' field is not getting populated even though I'm providing a valid GUID for the primarycontactid. Is there some trick I need to be aware of when populating the Contact field or does it need something other than the contact id?

Thanks

  • renMike Profile Picture
    renMike 23 on at
    RE: How to populate Case Contact during migration?

    Hello,

    Yes, I'm using the KingswaySoft toolkit to connect to the D365 data. I configure the package so that all my transform logic is completed in a source SQL view and this feeds into the KWS component. The resulting actions are then directed to either an error log table or a success log table. Within the KWS component I had tried these configurations for the primarycontactid destination field:

    • A dynamic GUID for the primarycontactid taken from another source table.
    • A valid, hardcoded, GUID of a primary contact ID (taken from the GUI for the same Account number).
    • A valid, hardcoded, GUID of a primary contact ID and the 'Primary ID' radio button selected within the KWS component.
    • The contact first name and then a lookup within the KWS component on the firstname field.
    • The contact first and last name and then a lookup within the KWS component on the firstname and lastname fields.
    • The contact full name and then a lookup within the KWS component on the full name field.

    I do however think that I have managed to resolve the issue. It turns out that whatever I pass into this field is overwritten by the Account Address 1 Contact field. In my earlier attempts to create a Case/Incident via KWS this field on the Account record was blank and so the new Case/Incident was also blank. I subsequently added a Contact to the Account and then when I created a Case/Incident the value was automatically added, regardless of what I provided in my source.

    Does knowing what happens help anyone to understand the process and could therefore help me understand?

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,962 Moderator on at
    RE: How to populate Case Contact during migration?

    Hi,

    If you are using Kingswaysoft tool then Alternate key can be used for lookup mapping

    nishantrana.me/.../

  • HSS2482 Profile Picture
    HSS2482 105 on at
    RE: How to populate Case Contact during migration?

    Are you using some tool on top of SSIS (Kingsway..)? Can you share more details of how this step is configured in SSIS package?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,339 Super User 2024 Season 2 on at
    RE: How to populate Case Contact during migration?

    Moved to the Dynamics 365 Sales forum.

  • renMike Profile Picture
    renMike 23 on at
    RE: How to populate Case Contact during migration?

    This may be in the wrong forum as the destination product is Microsoft D365 CE in the cloud. Can this be moved to a more appropriate forum please?

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