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Email Activity Migrating using SSIS integration toolkit

By Anurag on 2/15/2017

SSIS Integration Toolkit for Dynamics CRM and understanding of Dynamics CRM online.

Migration in CRM online is a challenging task for Attachments, Notes, etc. with the help of SSIS Integration Toolkit make easy in migration.

Email activity entity can contain one or more activityparty fields which are also known as party list fields but CRM can store multiple party values in one single field.

 Refer to steps below:

Steps1: Drag and drop Dynamics CRM Source and Dynamics CRM Destination component from SSIS Toolbox.

Steps2: Set up the Source CRM by adding the Connection Manager: “Dynamics 2013”, Source Type: “Entity/FetchXML/EntityChanges” but you want to select the source type: entity and select Source Entity: “email” for migrating.

Steps3: Set up the target CRM Destination by setting the Connection Manager, choosing the appropriate Action (Create, Update, Upsert, Delete, Merge etc.) according to Destination Entity: Email.

Steps4: Input Column field map to Destination CRM field.

                For example: We need to directly map status, subject, to, sender field of source to target CRM.               

 

 

We use to text lookup function for lookups.

Select field regardingobjectid for the related entity account and contact. We can lookup on name/ GUID /custom field as per the need. In the example mentioned below we lookup the accountid and contactid which is the primary field for account entity and contact entity.

Then click on the Ok button.

Step5: Then Mapping is complete, now click on Right Button then click Execute Task.

Step6: Migration is now started.

Dynamics CRM
CRM Migration
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