Archive for the 'Data Migration' Category

Jul 15 2010

When configuring the Outlook Client, you receive the error

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Here’s yet another link to a post I wrote for Altriva Solutions’ blog. Intro:

Here’s a quick gotcha I saw on the CRM Forums. When configuring the CRM Client for Outlook, you enter http://servername:port/ORGNAME in the Internet address field and you get a cryptic error stating “Mandatory updates for Microsoft Dynamics CRM could not be applied successfully. Try running the application again.”

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Apr 03 2008

Hacking the 4.0 Data Migration Manager to Migrate Email Attachments

Published by Phil under Data Migration, MSCRM 4.0, Unsupported

According to the Data Migration Manager help documentation, “You cannot migrate attachments to e-mail messages, sales literature items, or to any record type that does not support notes.”

So what do you do when you’re doing a data conversion and you need to migrate email attachments?

Well, there’s got to be an more elegant way than this out there, but the first thing that came to mind for me was to migrate the attachments as notes by following the instructions here: http://blogs.msdn.com/crm/archive/2008/03/11/migrating-notes-and-attachments-using-data-migration-manager.aspx

For the csv file, I had three columns. The GUID of the email’s ActivityID, the filepath+filename of the attachment relative to the “Attachments” folder, and the name of the file. I then mapped the ActivityID guid to “Title”  the filepath+filename to “Document” and the file name to “File Name”.

Then, all you need to do is go into the database and INSERT INTO ActivityMimeAttachment FROM AnnotationBase where applicable and you’re good to go! Reply to this message if you want more details or code snippets on the specifics of this hack. Fair warning, this is very unsupported.

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