21 Jul’15

Dynamics CRMImages, Notes & Attachments Migration using SSIS Integration toolkit – Kingswaysoft

Note:  This article assumes experience on SSIS Integration Toolkit for Dynamics CRM and understanding of CRM Online

Images, Notes and Attachment migration in CRM Online is always a challenging task. One easy way of dealing with them is to use SSIS Integration Toolkit for Dynamics CRM

Images

Steps:

    1. Drag and drop Dynamics CRM Source and Dynamics CRM Destination component.

1

    1. Set up the Source CRM by adding the connection manager, mentioning the source type(Entity /Fetch xml/Entity changes)

2

    1. Set up the Target CRM by setting the connection, choosing the appropriate action (Create/Update/Upsert/Delete etc.), specifying the destination entity
    2. Map the Input column and destination CRM field
    3. For migrating images, we need to directly map entityimage field of source to entityimage filed of target

3

 

Notes/Attachments

Steps:

    1. For notes and attachments, select the annotation entity as the source as target by following the steps mentioned above
    2. The fields to be mapped are subject, notetext, documentbody, filename, mimetype, objectid for mentioning to which entity is the note/attachment related to

4

    1. We use Text lookup function for lookups

5

  1. We can lookup on name/ GUID /custom field as per the need. In the example mentioned above we lookup the accountid which is the primary field for account entity

 

Written by

Team Member

CloudFronts

Leave a Reply

Your email address will not be published. Required fields are marked *

Time limit is exhausted. Please reload the CAPTCHA.

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • Commands to Import .bacpac file to D3FOE SQL Server

    14 May’ 2018

    Introduction: This blog article will explain how to import a .bacpac file to Microsoft SQL Server which is created from ...

    Read more
  • [Solved] – Backspace not working in HTML Web Resources

    11 May’ 2018

    Issue: When we use a HTML web resource in Dynamics 365 CRM forms or even as a separate navigation, we sometimes face is...

    Read more
  • Dynamics 365 Tip: Sending Emails using Unified Interface

    10 May’ 2018

    Introduction: The unified client which was released D365 V9 had a very refreshing UI and lots of features. One of the b...

    Read more
  • Filtering Records on BPF unlike on Form – D365

    10 May’ 2018

    Introduction: Working with D365 is best when you’re trying to use as much OOB stuff as possible. Simplest configurati...

    Read more
  • Filter records in gallery control based on value selected in other gallery control in PowerApps.

    10 May’ 2018

    Introduction: This blog explains how to Filter records in gallery control based on value selected in other gallery cont...

    Read more