Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
CRM 4 - Data Migration Manager - Migrate Emails without sending them RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    I am currently migrating Activities from vTiger into CRM 4.

    I have rather a lot of old emails in the vTiger system that I want to bring across as History.  I have set up the migration but I want to check whether I'll be sending a lot of emails by clicking the Migrate button?

    Can anyone clarify how the Migration Manager handles email activity imports?

    Do I need a dummy column to set the email as sent or inactive or something or is a vanilla migration fine and smart enough not to send every email that I import?

    I was going to chicken out and convert the emails into Tasks!

    Monday, May 17, 2010 9:23 AM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote
    DMM have a strage way of mapping drop-down-lists. If value is not exist it will try to add it to the list so I suggest to use value "Sent" and map it to Activity Status
    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    Monday, May 17, 2010 9:42 AM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi Gordon

    Your thinking was good. Create a column with a status and value should be the "Sent".CRM pass only emails with status Pending to CRM Outlook client or E-mail Router.

     

    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    • Proposed as answer by kgorczewski Monday, May 17, 2010 9:28 AM
    Monday, May 17, 2010 9:28 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    So it is good to use the string "Sent" rather than find the integer code 0, 1 etc.?

    I take it also that this maps to Activity Status?

    Thank you for your quick answer.

    Monday, May 17, 2010 9:34 AM
  • Question
    Sign in to vote
    0
    Sign in to vote
    DMM have a strage way of mapping drop-down-lists. If value is not exist it will try to add it to the list so I suggest to use value "Sent" and map it to Activity Status
    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    Monday, May 17, 2010 9:42 AM