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Microsoft Dynamics CRM (Archived)

Migration of CRM Users from CRM 2011/365 On-premise (Users GUID Issue)

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Hello All,

We are running into an issue while trying to migrate data from CRM 2011 to CRM 365 On-prem starting with the lead entity. We are doing a direct upgrade, so far we have created the customizations by using the same schemas for all the custom entities/fields in question. We are using Kingswaysoft SSIS Integration toolkit. We added the CRM users in CRM 365 manually (AD lookup) so therefore their GUIDS are different than CRM 2011 GUIDS. We are doing the match as owneridname = ownerid and using the text look up set to Systemuser (fullname), also selected owneridtype = owneridtype. Since CRM 2011 naming convention for fullname is lastname, firstname and CRM 365 is firstname lastname therefore I believe it couldn't do the match and failing with an error =  Attribute: ownerid cannot be set to NULL because it couldn't find a match and therefore couldn't do a Create/Upsert for the leads. We have to keep the ownership of the core entities in both the CRM version same.

We also tried changing the fullname as firstname lastname in CRM 2011 but it still couldn't find a match by text lookup. So what are my options here:

1) Create a mapping table in our SQL server that would contain the Source GUID and Target GUID and link it with the SSIS package as a lookup component. We can start working on it. Any blogs/webinar links that we can find useful?
2) Recreate the CRM users again with their original GUIDS after we remove them from CRM 365 (either by a hard delete, not recommended or a system restore from a backup). Is there a way we can bring in the users with the original GUIDS using any tool or utility or any other way?

Is there any other option or recommendations that we can follow?

Thanks!!

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  • Suggested answer
    KingswaySoft Profile Picture
    545 on at

    Hi Debargh,

    In this case, you probably can use the Derived Column component (or Premium Derived Column component in our SSIS Productivity Pack) to transform the value in owneridname field from “lastname, firstname” to “firstname lastname” format. The following function can help you extract the firstname and lastname value from the owneridname field:

    • TOKEN( «character_expression», «delimiter_expression», «occurrence» )

     

    For example, the result of the following expressions is Smith:

    • TOKEN("Smith, John",", ",1)

     

    Once you get the firstname and lastname, you can concatenate them to build the input for the owneridname field.

    Please let us know if you have any other questions.


    Thank you,

    KingswaySoft

  • Community Member Profile Picture
    on at

    Thank you for your reply. 

    Doing a match with the domain name worked for me. I was also missing ownerid inside the fetchxml query and only pulling the owneridname but without the actual id it couldn't pull the rest of the information such as domain name, email address etc from the source system user table to do a match with the target system.    

  • KingswaySoft Profile Picture
    545 on at

    Glad you were able to find a solution! Please feel free to reach out to us directly if you have any other questions!

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