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Microsoft Dynamics CRM (Archived)

Dynamic CRM SSIS Data Migration

Posted on by Microsoft Employee

Hi,

I am facing issue during migrating "Expired" and "Cancelled" Contracts using SSIS packages from MS CRM 2013 to MS CRM 2016.

Anyone Please suggest me How to migrate Entity "Contracts".

Thanks,

Fawad

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamic CRM SSIS Data Migration

    Thanks Michel Gueli,

    issue has been resolved due to follow the following methods during migrating "Contracts"

    1st:  Get All Contracts from source CRM and Upsert it in destination CRM with status Draft

    2nd: Get All Contract Lines from source CRM and Upsert it in destination CRM with status "Draft"

    3rd: Get All Contracts from source CRM then split all contracts by statuscode  then Update it in destination as status "Invoice" for those contracts which status are "Invoice","Active","Expired", "OnHold", "Canceled" .

    after the 3rd step CRM internally handle the Contracts entity with help of 'Start Date' and 'End Date'    All status "invoice" Contracts change with status "Active" if the "End Date" is before from today Date then Contracts became "Expired" from "Active"

    4th: now Get Contracts with status "OnHold", and "Canceled" from source CRM then split it with status now update only status in destination CRM and for "Cancelled" we also need to Map one field which are required "Contract Cancel Date"

    Thanks,

    Fawad

  • Michel Gueli Profile Picture
    Michel Gueli 982 on at
    RE: Dynamic CRM SSIS Data Migration

    What's the issue?

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