MS Dynamics CRM E-mail and Phone call migration using scribe online

Question

I was migrating data from MS on-premise CRM to online MS Dynamics 2016 CRM. But was not able to migrate emails and phone call activities using scribe online. The problem is with Email "To" and "From" fields, which are of type activity party with partly list (i.e multiple recipient of different entities , like account or contact) Can you please help me in understanding the process and how can I migrate activities. Please do suggest if the emails and phone calls can be migrated with any other tools. Thank you in advance.

Answer 1

Activity parties are always a headache and it's really important to understand how they work in order to avoid a lot of problems during migrations.

This is a really good blog article about how to migrate emails, party list included, using Scribe (it uses Scribe Insight-OnPrem but it should not affect in this case):

The best way to do this is to migrate the email records over to from the source to target CRM with the same GUID on both sides. Then you can simply run a migration of Activity Party records and directly associate the GUIDs. This is in effect taking a replica of the data in the source CRM and migrating it to the target CRM, keeping everything the same. You would map activity party ActivityID, PartyID, and PartyTypeCode to one another directly. You would then set the activityfieldname to be the field you want records written for (ie. To, Cc, or Bcc). You would need to change this value for each run to get all records over, as if you specify To, then Cc and Bcc will fail, and you will have to run them next.