Dynamics 365 Data Migration of Notes and Attachments
Dynamics 365 data migration of notes and attachments is a part of a comprehensive data migration of one environment to another. We are often asked to migrate data from one Microsoft Dynamics 365 organization to another. For this, we use SQL Server Integration Services (SSIS) with components from the KingswaySoft SSIS Integration Toolkit for Microsoft Dynamics 365 and the KingswaySoft SSIS Productivity Pack. Most of the data migration jobs generally consist of a Dynamics 365 Source component and a Dynamics 365 Destination component. Then, it’s just a matter of picking the appropriate entities (or Dataverse Tables) to migrate. The general flow of a typical migration job is shown in the screenshot below. Notes and Attachments For migrating Dynamics 365 Notes, those notes could be either simple notes or they could be documents (attachments). The notes obviously show in the notes area in the Timeline in the respective CRM record, and so do the document / attachments show in the notes area of the Timeline. There’s actually not too much difference (isdocument=0 or isdocument=1) between simple notes and attachments when it comes to the data migration, and you can migrate them both at the same time, with one migration job. So, the Notes that are documents, are typically called “attachments.” But there is no “attachment” entity in CRM, you would use the “annotation” or Notes entity, with attachments being distinguished where isdocument=1, as indicated above. The general settings and mapping for migrating notes and attachments are shown in the two screenshots, below. Email Attachments However, Email Attachments are a thing. Email Attachments are the activitymimeattachments entity in CRM. The general settings and mapping for migrating email attachments are shown in the two screenshots, below. Help with Dynamics 365 Data Migration Need help with Dynamics 365 Data Migration of Notes and Attachments, or a whole organization. Feel free to give us a call: 215-310-1750.