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Export & Import Activities (activitypointer entity)

Posted on 2008-10-10
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Last Modified: 2012-06-22
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?

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Question by:djdidge
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8 Comments
 
LVL 11

Expert Comment

by:rakeshAgarwal
ID: 22686412
Hi

 Try data migration manager for crm 4.0.


regards
Rakesh Agarwal
www.dynamicsexchange.com 
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by:djdidge
ID: 22686554
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.
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LVL 11

Expert Comment

by:rakeshAgarwal
ID: 22686952
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
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LVL 2

Author Comment

by:djdidge
ID: 22686995
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
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Accepted Solution

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rakeshAgarwal earned 110 total points
ID: 22687071
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
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Author Comment

by:djdidge
ID: 22687151
Thx for your help Rakesh.

i'll work on using phone call, letter, task etc...

I get you now, SDK = .net plugins :)

thx again
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LVL 11

Expert Comment

by:rakeshAgarwal
ID: 22687310
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 ;)

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by:djdidge
ID: 22687340
many thanks!
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