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CRM On-Prem to D365 online migration (Mail Merge/Dialogs/Task Flows?)

Posted on by 15

Hello

I have a question related to CRM 2016 on-prem migration to D365 CE online planning and wondering if I can get some help for my below query.

What’s the equivalent replacement options out there for the below Three on-prem components that one should plan for ONLINE instance of D365:

1) Mail Merge
2) Dialogs
3) Task Flows

Thanks for your help in advance

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM On-Prem to D365 online migration (Mail Merge/Dialogs/Task Flows?)

    Maybe we at Techdio can help with data migration. Check out our tool.

    https://migr8.online/

  • Suggested answer
    RE: CRM On-Prem to D365 online migration (Mail Merge/Dialogs/Task Flows?)

    See info below

    Task flows are deprecated  https://docs.microsoft.com/en-us/power-platform/important-changes-coming

    Task flows are used to create a step-by-step data entry form for common tasks, such as after-meeting follow-ups.

    Task flows are deprecated and will be removed by October 1, 2021. They will be replaced by the immersive experience for business process flows that is planned for release. More information: Business process flow immersive experiences

    Process Dialogs are deprecated

    You can use a process dialog to create an interactive step-by-step data entry form that requires user input to start and run to completion. When you start the dialog process, a wizard-like interface is presented; users make selections or enter data as they progress through each page of the wizard.

    Process dialogs are deprecated and will be removed by December 1, 2020. Suggested replacement options include Business Process Flows or Canvas Apps. More information: Replace dialogs with business process flows or canvas apps

    https://docs.microsoft.com/en-us/power-platform/admin/work-mail-merge-templates

    The mail merge template feature has been deprecated and is not supported. In Dynamics CRM 2016 (version 8.0), we introduced server-side document generation using Word and Excel templates. You can use these templates to provide standardized documents or customized data analysis for your organization.

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