CRM 4.0 Activity Export/Import RRS feed

  • Question

  • Hi All,

    I am having to do a migration between two CRM installations. I need to export all of our activities (emails, phone calls, tasks etc) to another CRM installation. I have so far managed to do a full data migration of all the other entities (accounts, contacts, opportunities etc) and now i just need to import in all the activities for these entities!

    However, i am completely confused on how to go about this... I can see there is an ActivityPointerBase, ActivityPartyBase and the actual type of activity table (e.g. EmailBase). How can i export the necessary information so i can re-import it into the new CRM installation using Data Migration Manager.

    Also, is there any easy way of being able to export all activities of all type and reimport them? Or would i need to export each type of activity and import them seperatly for each type of entity??

    ANY help that you can give is much appreciated!!

    Wednesday, July 1, 2009 1:39 PM


  • Hi,

    I preferred writting a custom app and import those via the web service. I know the Activity Parties are complicated. However you can look into a 3rd party tool like Scribe.  You can try to use Data Migration manager, however I don't recommend using it. It will end up costing you more.

    Hope this helps!
    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Wednesday, July 1, 2009 5:23 PM