Skip to main content

Notifications

Microsoft Dynamics CRM (Archived)

Data Migration Questions

Posted on by 275

Hi,

I'm currently doing some data migration prep work. And i have the following questions.

1) When i upload a custom activity entity (think portal comments), i would like the modified by and date and time to be uploaded into the system too. However, i can't find a field that has that value to upload. I can see the modified by and date&time on the activity social pane for that activity. But how do i update that?

2) Some of our activities have attachments that we need to attach to it. However i can't find a template that includes (for example portal comments) the notes section where i can add the attachment. Currently i can only add it to the notes section on the social pane. How do i bulk add attachments to the activity?

Thanks!

J

*This post is locked for comments

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Data Migration Questions

    Hi Jay83,

    I can answer your first question.

    This article lists a few methods for changing the modifiedby field.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans