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CRM 2013 Business Process Flow - How to deal with existing data? RRS feed

  • Question

  • Hi, We have a CRM 2011 CRM tenant application preparing to migrate into Orion in January. We are planning to implement multi-entity Business Process Flow for Opportunity and another custom entity.

    I am unclear about to how to migrate the existing Opportunity data into appropriate stages after we go live using BPF?

    Any suggestions? Any reading materials providing any guidance on this is appreciated.

    Thanks,

    Monday, November 17, 2014 1:41 AM

All replies

  • Hello,

    for existing records, you can create a xrm utility to update the stageid. You can also run an update statement in database. But that won't be supported.

    regards

    Jithesh

    Monday, November 17, 2014 3:29 AM