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Merging Dynamics Orgs in same Tenant - GUID Mismatch

  • 1.  Merging Dynamics Orgs in same Tenant - GUID Mismatch

    Posted Apr 14, 2021 07:32 PM
    Hello All,

    We are in a little bit of a predicament. We used to have 2 different CRM environments within the same tenant. With the new UCI and Model Drive Apps we decided there was more benefit in merging the 2 environments than keeping them separate. We were initially going down the path of creating an SSIS package to merge the environments but ended up engaging a vendor to assist with the lift. Their recommended approach was to export import contacts, accounts, and other custom entities but the emails would not be able to be migrated this way. Under the guidance we then create a separate custom non-activity "historical" entity, created custom fields to house the email data, and migrate using Flow. Since their approach seemed logical we bailed on the SSIS approach.

    A couple of months and a few more grey hairs later we are still struggling to migrate the emails. We have bailed on the initial approach and we are attempting to engage the SSIS route again. The issue we are running into is the To, From, CC fields are giving us an issue. This is being caused buy the GUIDs in the old system not matching the GUIDs in the new (due to the aforementioned export/import process). We are trying to explore all options to get the emails from the "old" into the new system.

    Does anyone have any recommendations or suggestions to execute this data migration?

    Thank You,

    Stephen B

    ------------------------------
    Stephen Baradic
    Technical Product Manager
    Susquehanna International Group
    Broomall PA
    ------------------------------


  • 2.  RE: Merging Dynamics Orgs in same Tenant - GUID Mismatch

    SILVER CONTRIBUTOR
    Posted Apr 15, 2021 03:24 AM
    Hi There

    my recommendation in this is to use a staging table in the middle which you can build up from both environments.

    e.g.
    eMail Address, Original Environment Guid, Destination Environment Guid and your SSIS package can use it as a lookup.

    or use something like Cozyroc CRM Destination which would allow you to specify the actual email addresses and it will match up the guid.

    Hope that helps

    Regards
    Paul Smith
    Business Systems & Integration Analyst
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