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Migrate Activites from CRM OnPrem to CRM Online via Scribe

Posted on 2013-02-07
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Last Modified: 2013-03-26
Has anyone successfully built Scribe migration packages to move from CRM OnPrem to CRM Online?  I'm getting hung up on the Activities and Activity Party records. I would love to see a template.
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Question by:pcgym
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50cal earned 2000 total points
ID: 38865739
Yes, there are a couple of points to take into consideration.

Avoid using the 'activity' entity and utilise each activity type (ie, task, email, phone call, etc).
The activities entity doesn't include any custom fields that have been added to the individual entities.

When you map the activities you include the owner and regarding objects, these are stored in the activities party entity so when you migrate activity parties be sure to exclude the regarding and owner types to avoid duplicates/errors.

Hopefully this will help out a little. If you get any specific errors after trying this post them up as it may be something obvious.
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