While doing data migration of Activity entities like Email, Phone call which has Party list fields like to, from, bcc, cc etc. where we set all values i.e. lookups of different entities like Account, Contact, Lead, User, Queue etc. and manually entered an email address for e.g. abc@gmail.com. While setting these party-list values, I was… Read More »
Introduction: No doubt SSIS is widely used tool for Migration and Integration in all areas, Dynamics 365 CRM is no exception. We have been using SSIS in our number of Dynamics 365 Migration and Integration project. Recently, we received a business requirement where we have to use SSIS script component and need to connect to… Read More »
Introduction: Microsoft Dynamics 365 v9.0 brings some of the most awaited features and enhancements. One of the important feature introduced in Dynamics v9.0 is Multi Select Option Set. Prior to Dynamics 365 v9, there was no provision to use multi-select option set field. Our this blog explains how data import works for multi-select option set field.… Read More »
Introduction: While performing data migration most of the time, we need to migrate Email and Email Attachments, where we first migrate the Emails and then migrate the Email Attachments. However, when we did a run for this, we were facing the below error. ‘The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId.’… Read More »
Introduction: While migrating data for Opportunities, Quote and Order entities, the actualrevenue, actualclosedate, fulfilled date and closeddate are some of the fields that do not get mapped. Traditionally these fields are updated when the respective transactions are closed and the associated OpportunityClose, QuoteClose activity type records are associated at the time of closing these transactions.… Read More »
Introduction In SSIS, if you want to migrate the data from Oracle to Microsoft Dynamics CRM we need to connect to the OLA DB source to execute the Oracle queries. This blog will discuss how to connect to the Oracle server. Prerequisite: Install the software mentioned below on the client machine: 1) Oracle 11g Database… Read More »
Recently we came across a situation in SSIS where we wanted to lookup for a certain value and based on that we had to divert rows from previous step to next destination and this had to be done all in a single dataflow task with multiple records coming from previous step. Usually we go for… Read More »
Introduction: We can migrate both System Views as well as Personal Views through SSIS in Microsoft Dynamics CRM. Before we look at how this can be done through SSIS, let’s see what System and Personal Views are. System Views:System Views are those views, similar to Public views which are automatically created by Dynamics CRM on… Read More »
Introduction: While migrating or creating the records for the Products and hence the Quote Products, Invoice Products, Order Products and Opportunity Products, we have to ensure the number of things as this would not allow us to create or migrate the data successfully in the CRM. For example, Price List, Unit and Unit Group etc.… Read More »
Introduction: While migrating data of the custom entities and its associated records like activities, notes, etc. from the source system to the target CRM, a difference is observed in the regardingobjecttypecode for all the custom entities in the source as well as the target CRM. When the entity is created, a unique integer value, Entity… Read More »