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Export & Import Activities (activitypointer entity)
Hi All,
RE: Dynamics 4.0
Im trying to export activities (the tasks, emails that are associated to from our old CRM to a new one.
I can create an export xls of the activities, however... on attemping to import using the import wizard, there is no "Activity" or "Acivitypointer" record type (recieving entity).
Is there a supported way to migrate the activities?
or do i have to manually add the records into sql?
RE: Dynamics 4.0
Im trying to export activities (the tasks, emails that are associated to from our old CRM to a new one.
I can create an export xls of the activities, however... on attemping to import using the import wizard, there is no "Activity" or "Acivitypointer" record type (recieving entity).
Is there a supported way to migrate the activities?
or do i have to manually add the records into sql?
Asked:
4-
4
1 Solution
i would love to!... however, it fails to authenticate because we have a dot in our domain name. Its a known issue apparently, it simply cannot handle dots in domain names.
Then
Have you tried Data import
Tools --> data import
or
I will suggest you to go through SDK way.
Direct sql can have issues,
Regards
Rakesh Agarwal
Dynamicsexchange.com
Have you tried Data import
Tools --> data import
or
I will suggest you to go through SDK way.
Direct sql can have issues,
Regards
Rakesh Agarwal
Dynamicsexchange.com
Hi Rakesh,
The Tools > data import way doesnt have the Activity entity listed on the second page of the wizard. Almost suggesting that imports of activity are not supported.
Forgive my lack of knowledge, what is the SDK way? ...nb: i have the SDK document
Regards,
Gary
The Tools > data import way doesnt have the Activity entity listed on the second page of the wizard. Almost suggesting that imports of activity are not supported.
Forgive my lack of knowledge, what is the SDK way? ...nb: i have the SDK document
Regards,
Gary
Hi
You will not find activities , you will find phone call , letter , task , appointmeant they are nothing but actvities.
From the system you are importing you need to separate out activities to phone call , letter , appointment
SDK means .net programing. to do this
Regards
Rakesh agarwal
You will not find activities , you will find phone call , letter , task , appointmeant they are nothing but actvities.
From the system you are importing you need to separate out activities to phone call , letter , appointment
SDK means .net programing. to do this
Regards
Rakesh agarwal
Thx for your help Rakesh.
i'll work on using phone call, letter, task etc...
I get you now, SDK = .net plugins :)
thx again
i'll work on using phone call, letter, task etc...
I get you now, SDK = .net plugins :)
thx again
Hi
SDK can be .net plugis or web devlopment code.
You can visit www.dynamicsexchange.com . In this website you can find lot o videos and resources.
www.dynamicsexchange.com --> user resource ---> how to. "resources"
You will find lot of videos and also professionals to work on the projects ;)
SDK can be .net plugis or web devlopment code.
You can visit www.dynamicsexchange.com . In this website you can find lot o videos and resources.
www.dynamicsexchange.com --> user resource ---> how to. "resources"
You will find lot of videos and also professionals to work on the projects ;)
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Rakesh Agarwal
www.dynamicsexchange.com