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Using SCRIBE Online to Migrate Opportunities Into Microsoft Dynamics 365

  Recently while creating map's for a data migration from a legacy system to Microsoft Dynamics 365 using SCRIBE Online, I found that I needed to bring in Opportunities.  Anyone that has worked with CRM for a time, know's that migrating closed opportunities into CRM can be a bit of a pain.  I was having one issue in particular when bring this data in, the actual close date was being set to the day the record was migrated into CRM.  This is because of how CRM handles opportunities when they are closed.

Here is what I was doing:
  1. I performed all my look ups first to get the associated account and contact from CRM.
  2. I created the opportunity with the closed status of won or lost (see links below for website to get the standard values for reference).
  3. This makes the opportunity as read only (which I expected to have happen.  But, the actual close date was set for the day the record was created.  Even though I provided a date in the actual close date field.
Why is this happening?
     This happens because when you close an opportunity in CRM, it creates an opportunity close activity.  Doing an advance find I was able to locate this record and the actual value and actual close dates where blank.  Keep in mind, my mapping didn't create this record.  CRM created it when the status of the opportunity was set to one of the closed status (won or lost).

How do we over come this?
    The way to over come this is really simple.  It was a post in the SCRIBE forums on how to do this with SCRIBE Insight that helped me come up with the way to do it with SCRIBE Online.  Here is the solution:
  1. Create the opportunity with the close status you want (won or lost).  This will make it read only.  Don't worry about that.
  2. I recommend doing an if else block after the create opportunity step.  This way if you are bring in open opportunities you the if else will be skipped.  We want to enter the if statement only if we have have a closed opportunity.
  3. Inside our if else, we want to do a lookup to get the opportunity we just created.
  4. After our lookup do a delete block against the opportunity close table.  Use the opportunity id in the matching criteria.
  5. After the delete we want to do a create opportunity close and populate it with the actual close date and actual revenue.
  6. Finally, do an update block to the original opportunity and populate the actual close date and actual revenue.  Even though the record is read only, it will update these fields.

Helpful Links:
Original thread that helped me
Default status and status reason values

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Comments

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