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5Hello,
I am new to this forum and am not very tech-savvy so I apologize in advance for both - if there is an answer elsewhere AND/OR if a solution explanation that goes over my head.
Anyways - I have been tasked in my organization w/migrating all activities of all contacts, leads and accounts from Dynamics CRM 2013 to Dynamics 365, most of which have already been migrated over.
I was instructed to manually export activities/import "All Activities" for each one. In this particular case, I am instructed to export Activities to an Excel file and then, to upload/attach this sheet under the "NOTES" Section, like so (obviously, any new activities that have since occurred since the import are viewed under the ACTIVITIES tab) :
As you can imagine, this is a tedious process (There are well around 15,000 -20,000 leads, contacts and accounts to do this for).
This was my instructed workaround for anyone who wants to see old activities BUT I was hoping there was an easier way to import this data perhaps in a similar way that all the other data was imported? My question is:
- (Is this POSSIBLE? Doing a bulk import of Activities - similar to the way other data was imported. Hopefully to be populated and view-able under the "Activities" tab?)
Thank you for anyone's help or input. If I can import Activities from the old CRM into the new one (under the "Activities" tab) I can save myself a few months of work and would be super grateful!!!
- Sara
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