Migrating Notes and Attachments using Data Migration Manager

re: Migrating Notes and Attachments using Data Migration Manager

Josie Fleschute — Thu, 13 Mar 2008 03:54:26 GMT

This should really make migrating a piece of cake. Thanks Tushar!

re: Migrating Notes and Attachments using Data Migration Manager

Jeff Wessling — Fri, 14 Mar 2008 20:28:12 GMT

This does make migrating notes and attachments much easier. However, it would be nice if it included how to assign values to the MS-CRM Note CreatedOn and CreatedBy values. I haven't seenhow to do this yet and migrating the notes with out these 'history' tags is less than ideal. Maybe that's in another article, I'll keep looking.

Don't get me wrong, this ability to easily migrate notes is great, just needs alittle more to hit all the usual requirements.

Thanks,

Jeff

re: Migrating Notes and Attachments using Data Migration Manager

Joel — Sun, 16 Mar 2008 14:40:44 GMT

Can we use a similar way for marketing list using attachment?

re: Migrating Notes and Attachments using Data Migration Manager

Phil Edry — Fri, 04 Apr 2008 00:29:50 GMT

Thanks for the helpful post -- I link to it in my latest blog post on how to hack the Data Migration Manager to migrate email attachments: http://dynamicscrmblog.com/9

I went about it in an inelegant (an unsupported) way, but it works. If you folks know of a better way, let me know!

Phil

re: Migrating Notes and Attachments using Data Migration Manager

Ricardo Talbot — Sun, 06 Apr 2008 17:30:52 GMT

Thanks Tushar, for a most instructive tutorial.

I tried tyour approach to migrate data from Act! 6, but hit this issue:

Since my annotations contain carriage returns, the Data Migration Manager will not import them properly, even if I encapsulate my CSV strigns between quotes. Any idea how I can circumvent that without having to write code?

Thanks!

Ricardo.

Error Handling in Data Migration Wizard

Microsoft Dynamics CRM Team Blog — Tue, 15 Apr 2008 17:04:08 GMT

In this entry I am going to talk about different features in Data Migration Manager(DMM) where error

Error Handling in Data Migration Wizard

Microsoft CRM Live Team — Tue, 15 Apr 2008 18:19:15 GMT

In this entry I am going to talk about different features in Data Migration Manager(DMM) where error

Error Handling in Data Migration Wizard

Microsoft Dynamics CRM Team Blog — Tue, 15 Apr 2008 18:34:17 GMT

In this entry I am going to talk about different features in Data Migration Manager(DMM) where error

re: Migrating Notes and Attachments using Data Migration Manager

Kannan — Mon, 28 Apr 2008 11:29:22 GMT

I want to add and rety the notes from any entity

Please help me

re: Migrating Notes and Attachments using Data Migration Manager

Al — Wed, 07 May 2008 00:01:06 GMT

If a file is to be attached to more than one contact or account, how is this done?

re: Migrating Notes and Attachments using Data Migration Manager

ragnarok89 — Wed, 07 May 2008 14:53:17 GMT

How would I import a file and link it to 2 or more contacts?

re: Migrating Notes and Attachments using Data Migration Manager

Christian — Tue, 03 Jun 2008 09:51:56 GMT

How do I download the annotation attachment from the CRM database to the local disk?

re: Migrating Notes and Attachments using Data Migration Manager

Tushar — Wed, 04 Jun 2008 12:51:56 GMT

Hi Christian

Plz see the last sentence of this blog post. You can download the attachment by accessing it through the CRM record form (Notes Tab) to which it was attached.

You can also retrieve this record programmatically from the SDK by using the RetrieveRequest or RetrieveMultipleRequest on annotation entity.

Let me know if this doesnt answer your question.

Tushar

re: Migrating Notes and Attachments using Data Migration Manager

Tushar — Wed, 04 Jun 2008 12:53:26 GMT

You cannot link a file to more than one record. You have to create separate copies of the file and link each one separately.

re: Migrating Notes and Attachments using Data Migration Manager

Joe Public — Wed, 01 Oct 2008 11:10:26 GMT

How can you import a note that consists of more than one line? The importer treats each line a new import row.

Thanks

Joe

re: Migrating Notes and Attachments using Data Migration Manager

Chris — Fri, 20 Feb 2009 09:16:54 GMT

How do I get the Regarding field in my excel spreadsheet? I'm trying to export from CRM 3 (and have no SQL experience!)

re: Migrating Notes and Attachments using Data Migration Manager

Arlene — Tue, 17 Mar 2009 05:37:39 GMT

Can I use Data Migration Manager to upload marketing list?

re: Migrating Notes and Attachments using Data Migration Manager

Raja Islam — Tue, 17 Mar 2009 18:13:54 GMT

Hi Tushar,

Thanks for such a helpful blog.

Regards,

Raja Islam

re: Migrating Notes and Attachments using Data Migration Manager

Waqar — Thu, 07 May 2009 13:50:17 GMT

Good article!

It would be nice if we can have another article explaining the export of Notes/Attachments out of CRM 4.0.

re: Migrating Notes and Attachments using Data Migration Manager

Kristoffer John De Vera — Wed, 25 Nov 2009 06:20:12 GMT

Hi,

Great article.

I would want to ask how were you able to migrate the emails?

My companies emails contain html so i find it hard to save it in a csv file.

Also there are emails (set in the To, From, CC, etc.) that are not in the system which cause reference error.

Hope you can help.

Thanks in advance.