4 Jan’19

D365 General

Migrating Activities Of Type ‘Case Resolution’ Between Two Microsoft Dynamics CRM Environments

Introduction:

While migrating Cases, the migration of activities of type ‘Case Resolution’ is necessary. However, the complexity in migrating this increases due to the fact that when the status of a case is updated, a blank case resolution activity is created automatically by the system. This system-generated case resolution needs to be deleted as this would result in each case having two case resolution activities after migration – one system-generated and one with the correct migrated data from the source.

Solution:

To tackle this issue, one must follow the following steps during migration:
1. Send all Cases (no matter what the status in the source environment) to the target with their status as ‘Open’.
2. Send all related activities to the target environment.
3. Update the case status in the target environment to its status as in the source environment.
4. For cases with status ‘Resolved’, a system-generated case resolution activity will be created.
5. In your case resolution migration map, first add a step to delete the existing case resolution in the target and then insert the case resolution from the source environment.
6. Now your case with status ‘Resolved’ will have only one case resolution and that will be the one migrated from the source environment with the correct data.

Conclusion:

Above steps shed some light on how to preserve the integrity of case resolution activity data in your target environment during data migration.

Written by

Simran Monteiro

Software Engineer

Leave a Reply

Your email address will not be published.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

Want to streamline your business processes?

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

Recent Articles

  • Integrate Dynamics 365 for Customer Engagement Apps with Microsoft Teams

    18 June’ 2019

    Before getting into details, firstly I would like to talk about Microsoft Teams. If you’re familiar with MS Teams, you...

    Read more
  • Applying Default / Mandatory Dimension in NAV / Business Central

    17 June’ 2019

    Introduction: In this blog, I aim to provide how to set Mandatory Dimensions on Items, Customers, Vendors, and G/L Accou...

    Read more
  • Automatically adding dimensions from Shortcut Dimension from Excel Import in Microsoft Dynamics NAV / Business Central

    17 June’ 2019

    Problem Statement: I have a requirement where the contents of the General Journals are to export to Excel and also can c...

    Read more
  • Using “startswith” Filter Query in MS Flow

    12 June’ 2019

    Introduction This blog explains how to use “startswith” filter query in MS Flow. Use Case Using MS Flows to retrieve...

    Read more
  • Print pro-forma invoice in Dynamics 365 Finance and Operations

    11 June’ 2019

    In this article I am going to demonstrate how to view/print  pro-forma invoice. A pro forma invoice is an invoice that ...

    Read more
  • We respect your privacy.
  • This field is for validation purposes and should be left unchanged.