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Microsoft Dynamics CRM (Archived)

Mapping Created by and Owner fields during migration using KingswaySoft

Posted on by Microsoft Employee

Hi,

We are migrating data from CRM 2013 onpremise to Dynamics 365 Online and we are using Kingsway soft tool to do the migration. While mapping 'Created By' and 'Owner' fields on Destination component we want to map to the domain name of user from source onto a custom field Online (Which we populated with the domain name) which is unique instead of GUID or name of users because we have few users with same name as duplicates so how we can achieve this. Can someone suggest please if is there any chance. Thanks.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Mapping Created by and Owner fields during migration using KingswaySoft

    Hi Aric Levin,

    A very quick question, so kindly you suggested how I can get the domain name into destination component, if I want to map the Created By and Owner Id then do I need to use two lookup components one for owner id and one for created by. Is that correct? please correct me if I am wrong and also how I can bring Modified By field because I am seeing mixed results some are populated with same as Created By and some are populated with migration account which I don't understand, are we able to bring modified by fields data from source?

    Many Thanks for your time again!!

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Mapping Created by and Owner fields during migration using KingswaySoft

    Hi Aric Levin,

    Thank you so much for the detailed explanation. Exactly what I was expecting and I accomplished the task as suggested. Many Thanks again!!

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Mapping Created by and Owner fields during migration using KingswaySoft

    Regarding creating a mapping table, you will need to do that in SQL Server.

    Create a database, and add a table that contains columns for the Source Guid and Target Guid and unique identifiers.

    You can also add another field to your System User entity in CRM directly called Target System User Id (Single Line of Text), and store the Id of the CRM Online user record there.

    Regardless of which one, in SSIS, you would create a lookup component that would query SQL and retrieve the fields of both entities.

    For the lookup control:

    In the General Page you need to specify how to handle rows with no matching entries: Ignore, Fail or Redirect to No Match or Error Output.

    In the Connection Page, specify your OLE DB connection and the query. You query will be something like this:

    FOR CRM: SELECT SystemUserId, new_TargetSystemUserId FROM FilteredSystemUser

    OR

    FOR SQL: SELECT SourceUserId, TargetUserId FROM UserMappingTable

    In the Columns Page drag the Owner Id/Created By field to the Source User Id field, and check the Target User Id field

    In the Error Output Page, select what you want to do with Errors and Truncation: Ignore, Fail or  Redirect

    From the Lookup Component you can continue to your Destination Component

    If your Source data has multiple User Guids that need to be migrated, you will need a lookup for each.

    There are a lot of example online. Search for SSIS Lookup Control.

    Hope this helps you out.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Mapping Created by and Owner fields during migration using KingswaySoft

    Hi Aric Levin,

    Many Thanks for replying to my query. Exactly what I was looking for, Is it possible for you to expand a little more on how to create mapping table and how I can use that value in Kings way soft Destination Component as Owner. By the way we got around 1000 users in our instance.

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Mapping Created by and Owner fields during migration using KingswaySoft

    Not sure how many users you have, but we usually have a mapping table in SQL.

    Every time we have to set the owner/createdby we search for the value in that mapping table, and that is the Guid that we upload to CRM Online.

    It's pretty straight forward. Just add lookup controls to look for the correct Guids.

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