Melbourne Microsoft Dynamics CRM User Group

Our passion to build the Melbourne Microsoft Dynamics CRM user group comes from our passion of technology and delivering first class CRM solutions to the market. The CRMUG is excited to announce the next community gathering which will be held at Microsoft office in Melbourne.

Agenda as follows:

• 5:30pm Food and Drinks

• 6:00pm MC opens event & House Keeping

• 6:05pm Notice Board – Microsoft Announcements and Group Announcements

• 6:10pm Case Study / ISV Add-ons - Building Solutions leveraging 3 pillars of Microsoft; Azure, Dynamics CRM and Office 365

• 6:20pm Just 1 Tip - Working with Business Processes

• 6:25pm  Main Presentation - Taking Customer Service to the next level with Parature

• 6:55pm Ask a question / Get an answer

• 7:00pm Close & Exit

If you have any ideas or suggestions please let us know in the Discussion Area.

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  • Andre M.

    Regarding Elaiza's Question about Importing CRM Activities records:

    I've got it working with Kingswaysoft SSIS connector (this connector is using CRM SDK web service layer so will works on both online and onpremise) and it's quite straight forward import. Depends on the connector version, you can pass in the party records in delimited text or JSON format which can consist of as many as parties as you want. In the case when you use delimited text format, it would be something like this:
    contact:76ff2c4b-eb64-e[masked]d5e;systemuser:1e64836d-1c66-e111-a28e-0022cad5e

    Or JSON format 1
    [ {
    "PartyId":"c2cb1adc-cec4-e311-80e0-7845c4c5c272",
    "Type":"account"
    },
    { "PartyId":"61f78159-c1ce-441e-9eb4-e4c84206d89f",
    "Type":"systemuser"
    },
    ]

    JSON format 2 (if you use text lookup)
    [ {
    "Name":"ABC Inc.",
    "Type":"account"
    },
    { "Name":"Joe Smith",
    "Type":"systemuser"
    },
    ]

    2 · September 12

    • Elaiza B.

      Thanks Andre. I have a question about the Contact ID that you've referenced in the delimited CSV format. Is there a dependency that the Contact record already exists in the target environment (where the data is to be migrated to) and has the exact Contact ID (76ff2c4b-eb64-e[masked]­d5e) from the source environment?

      September 12

    • Andre M.

      If the dependent contact record already exist in the source environment, that would be better case. Otherwise, before importing the activity records, you could add a data flow task to import the contact records first. Or you could use the JSON format with text lookup to do the search based on the contact name (if the contact does not exist it will go to the error output and depend on how you going to handle the error, you could log it/end the whole operation). Regarding the contact ID, afaik we can specify the ID mapping, so the source and target environment will have the same GUID.

      September 12

  • Brijesh S.

    It was a good session

    1 · September 10

  • Brijesh S.

    It was a good session

    September 10

26 went

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