Skip to main content

Using SCRIBE Online To Migrate From CRM 4.0 to Dynamics 365

Recently I had a client that needed to be migrated from CRM 4.0 on-premise to Dynamics 365 online.  First, I want to say that we opted to not do the upgrade to CRM 2011 on-premise to CRM 2013 on-premise to CRM 2015 on-premise to Dynamics 365 on-premise because the client wanted to start fresh with CRM customization's.  So personally, it would have been a waste of time to do that upgrade process.

The following issues where identified with the data migration:
1) CRM 4.0 is no supported by SCRIBE Online.
2) The server OS that CRM 4.0 and SQL Server ran on was not supported.
3) The version of SQL Server was no supported.

How am I going to migrate this data? Hmm.....

The solutions:
1) The RDP Terminal Server I am using has a supported server OS.
2) I am able to connect to SQL Server CRM 4.0 Database with ODBC.
3) Install SCRIBE On-Premise Agent on the Terminal Server and use the ODBC connector to retrieve the data.

By using the ODBC connector I could access the data in SCRIBE Online in a supported way.  Because of this approach the migration did run a little slower because I couldn't run multiple maps at the same time over the same ODBC connection, because it would throw a connection error.

One piece I was not able to migrate with SCRIBE Online was the attachments stored in CRM 4.0, which was about 80 GB worth.  I couldn't migrate these because of changes in how CRM stored them.  So to accomplish this I did the following:

1)  I downloaded this tools source code from GitHub.
2) I modified it to read a list of guids.
3) I exported a list of attachment guids to csv.
4) I modified the application to then download attachments and put them into one root folder and have subsequent folders in the root.  Each subsequent folder was a guid and inside that folder was the attachment.
4) I then use the Microsoft Dynamics 365 SDK to create a console application to upload the attachments to Dynamics 365 and re-link them to the parent record.

Once I made the code changes and wrote the application I the download and upload ran overnight.


Know you might be asking yourself, "How did you store 80 GB of attachments in CRM online?  Isn't that expensive?"  I will be posting a separate blog on that in my Dynamics 365 blog.

Comments

Popular posts from this blog

Azure Blob Storage For Storing Microsoft Dynamics 365 Attachments

In my Living In SCRIBE Online Blog I talked about work I did to migrate CRM 4.0 on-premise to Dynamics 365 using SCRIBE Online.  In that blog I mentioned how there are about 80 GB worth of attachments that had to be moved into the cloud.  Well this could quickly get expensive if we stored them directly in CRM.  Also, this client wasn't using SharePoint.  So what option do we have to store this data so end users can access the data?  Why not use Azure Blob Storage?

Microsoft has an app in AppSource to move attachments from CRM to Azure blob storage.  Not only does it all for this, but it also has a web resource in it so you can allow for bulk uploads.  Here is how to set it up:

1) Go To AppSource
2) Install the Attachment Management App by clicking the "Get It Now" button under the image.
3) While its installing go to Azure and setup your blob storage account.
4) For each CRM instance you will need to setup 2 containers in your blob storage.  One is for email attachments …

Dynamics 365 v9 Unit Testing and .NET Confusion

Recently while creating a plugin for Dynamics 365 v9, I ran into an issue trying to connect to CRM via the tooling connector in my unit test project.  The underlying problem was that the .NET version I was using in my unit test was 4.5.2.  This was preventing me from being able to connect to CRM to create my organization service.  I updated the .NET version on my unit test project to 4.6.1 and was then finally able to connect.  I will also add that I am using the latest nuget package version for Dynamics 365 v9.

For consistence, I updated the plugin project I was working on to .NET 4.6.1.  Locally, everything was working great.  I was able to connect to CRM and make sure that all the methods I had written did what they where suppose to do using test driven development practices.

Then when publishing my plugin via the latest version of the plugin registration tool, I received an error and could not publish my plugin.  The error was due to the .NET version of my plugin project not bein…

XrmToolBox Bulk Attachment Manager - Version 2018.2.2.7 Released!

Today I have published version 2018.2.2.7 of my XrmToolBox plugin.  The purpose of this plugin is to make it easy to download and backup attachments in CRM.  This release is a major release as it is the first built version with all pieces working.  The first version only had note downloads working.

Overview of Plugin:
Current Version: 2018.2.2.7Purpose: Download Attachments and E-Mail attachmentsGitHub Link.GitHub Wiki Link.Nuget Package Link.How To Use The Tool: Launch XRMToolBox.Connect to organization.Step 1, choose what you want to download. (Once a choice is made, Step 2 becomes usable)Notes - Download attachments from note entity.E-Mail - Download attachments from emails.Both - Downloads attachments from notes and emails entities.Step 2, choose if you want to download all attachments in the system or specific attachments.  All Attachments - This will search the chosen entity to find all records that have an attachment and download them.Click on "Browse" and choose where t…