Get and Set Stage Ids for Dynamics CRM

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Posted on by Greggomatic

Hi,

I am in the midst of a complex data migration operation where the customer is using stages and a variety of forms to show their data on the case entity.

As part of the migration of data (which I am using Scribe for), I would like to be able to retrieve the stage ids from CRM (possibly by name) and then associate those ids when I upload a case record.

For instance - the if the stages are - Start, Work on Case, Follow-up and Close - I want to be able to download the appropriate GUIDs for each stage, than apply that GUID to the stageid field when I upload the case. The purpose here is that when the case opens it is already at the correct stage, representative of the data that is in it.

I'm pretty sure I'm going to have to download the stage ids in one step (possibly separate from my migration) as we'll be deploying in a number of environments where these ids could change.

Is there a way to get this information via the SDK?

Thanks - Greg

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Piotr Kalwasinski 240 on at

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Hi,

I would recommend building SSIS package for this job, as it will offer a "box" which will do your desired data transformation based on the bespoke condition you have. SDK's Migration Tool is not able to include condition logic like you described, but it would give you an ability to import all the IDs too,

I hope this helps,

Piotr

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TheMarkChristie 10,328 Moderator on at

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Hi

I have used this method for imprting

www.magnetismsolutions.com/.../programmatically-move-cross-entity-business-process-flow-stages-in-crm-2016

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PS 23,577 on at

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Hi Greg,

Step 1: Take GUIDs from your existing system

Step 2: Create a javascript, which checks GUID of the previous system and updates the current GUID on record opening

Shall you need any help on Javascript, let me know, i have a sample available

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Nithya Gopinath 17,078 on at

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Hi Greg Thomas,

Please refer the links below. I guess this code helps you to achieve your task.

magnetismsolutions.com/.../programmatically-setting-the-active-stage-of-business-process-flows-via-plugin

stackoverflow.com/questions/.../access-processid-and-stageid-in-dynamics-crm-plugin

meghshyam.wordpress.com/.../get-stage-name-of-process-stage-in-crm-2013

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