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How to Migrate timeline data in different entity timeline using SSIS in D365

Posted on by 30

I need to migrate timeline data into a different custom entity timeline. So please suggest

  • Suggested answer
    Charan Raju C R Profile Picture
    Charan Raju C R 3,155 Super User 2024 Season 1 on at
    RE: How to Migrate timeline data in different entity timeline using SSIS in D365

    You need to update the Regarding lookup field reference on notes records from old entity record to new entity record.

    Example, if a Regarding field on note record "Note 1" pointing to record "ABC" of old entity, it should be changes to a record "XYZ" of new entity. Please note that, with this approach linkage between old entity and notes will be removed. If you wish to retains the notes data linked with old entity, you need to create new note records with attachment for each note records linked with old entity and link with new entity records.

    You can use KingswaySoft in SSIS package for this migration.

  • Ayush Solanki Profile Picture
    Ayush Solanki 30 on at
    RE: How to Migrate timeline data in different entity timeline using SSIS in D365

    I can migrate notes data with attachment in different entity in same environment and show that notes in timeline.

  • Charan Raju C R Profile Picture
    Charan Raju C R 3,155 Super User 2024 Season 1 on at
    RE: How to Migrate timeline data in different entity timeline using SSIS in D365

    Can you please elaborate what exactly you are trying achieve here?

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