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Data migration of Marketing Lists (Member Count)

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Hi,

I am facing an issue in migrating MarketingLists (List) from CRM 2016 databse to CRM 365 online.

Marketing List migration is done but 'Member Count' field is showing wrong count. Example- When there are 10 members associated with the marketing list  it is showing Member count as '4'.

Migrated Marketing List and List members.

I have tried in 2 ways

1. Migrated Marketing List without mapping 'Member Count' from source to destination.

2. Migrated Marketing List by mapping 'Member Count' from source to destination.

In both ways I can see the count wrong.

Any one has idea how to migrate it to get correct member count.

Regards

Krishna


contractlinescheduleofvalue - invoice?

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We found an issue where users are creating a record in the contractlinescheduleofvalue.

They then use this to create an invoice.

But then something happens and they do not post the invoice for several months.

So I have been asked that when an invoice is paid I go and check the date of the contractlinescheduleofvalue is within the same month as the invoice.

So far I have not been able to figure out the relationship coming from the invoice.

I am using kingswaysoft to do this update.

Can anyone help me out.

I am assuming I must be missing a table.

Thanks!!

Data Integration between MS Dynamics Online and on-premise Oracle

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Hi Team:

Currently we have SSIS jobs that download and upload data between salesforce and on-premise oracle using a WSDL based connector. Now we want to replace Salesforce with MS Dynamics 365 online. Please keep in mind that i need to download Dynamics entities as well as update Dynamics entities (bi-directional data sync). What is the best option in your experience to connect to Dynamics via SSIS. I am trying to avoid third party connectors like kingsoft etc. if possible .

Thanks,

LJ

KingswaySoft D365 Web API OAuth - (401) Unauthorized

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I'm using KingswaySoft (v10.2) and SSIS to migrate data to D365 (v9.1) for Customer Service (cloud version)
I'm getting the following error from Kingswaysoft in my SSIS package after roughly 1 hour of successful execution - this includes successful record insertion into D365 during this initial 1 hour. This happens every time and I'm not sure how to fix. If I restart my SSIS package then it will happily continue executing for another hour and the error will occur again.
[Dynamics CRM Destination 1 [1955]] Error: An error occurred with the following error message: "KingswaySoft.IntegrationToolkit.DynamicsCrm.CrmServiceException: CRM service call returned an error: CRM service call returned an error: The HTTP request is unauthorized with client authentication scheme 'Anonymous'. The authentication header received from the server was 'Bearer authorization_uri=login.microsoftonline.com/.../authorize, resource_id=xxxxxxxx.crm6.dynamics.com'. (SSIS Integration Toolkit for Microsoft Dynamics 365, v10.2.0.6982 - DtsDebugHost, v13.0.1601.5)KingswaySoft.IntegrationToolkit.DynamicsCrm.CrmServiceException
: CRM service call returned an error: The HTTP request is unauthorized with client authentication scheme 'Anonymous'. The authentication header received from the server was 'Bearer authorization_uri=login.microsoftonline.com/.../authorize, resource_id=xxxxxxxx.crm6.dynamics.com'.System.ServiceModel.Security.MessageSecurityException
: The HTTP request is unauthorized with client authentication scheme 'Anonymous'. The authentication header received from the server was 'Bearer authorization_uri=login.microsoftonline.com/.../authorize, resource_id=xxxxxxxx.crm6.dynamics.com'.System.Net.WebException
(Status Reason: Unauthorized): The remote server returned an error: (401) Unauthorized.".
 
I suspect that the issue is with the OAuth token expiry in Azure AD. If so, I thought KingswaySoft would automatically renew the token?
I'm using the following connection properties on my KingswaySoft connection.

Thanks for considering my question and any support you can provide!

Kingswaysoft SSIS + D365 Online + Use of Diff Detector doesn't retrieve records that are modified in source system

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Hi,

Posting here as this is related to D365 data migration using KingswaySoft SSIS connector.

I am retrieving small dataset (around 4000 records) from a SQL source and using Diff Detector component of the SSIS toolbox to fetch only the data that is modified in the SQL table. However, instead of updating subset of data, CRM gets updated with 4K records everytime. Does anyone have an idea of what is going wrong here?

Thanks!

KingswaySoft D365 Web API OAuth - (401) Unauthorized

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I'm using KingswaySoft (v10.2) and SSIS to migrate data to D365 (v9.1) for Customer Service (cloud version)
I'm getting the following error from Kingswaysoft in my SSIS package after roughly 1 hour of successful execution - this includes successful record insertion into D365 during this initial 1 hour. This happens every time and I'm not sure how to fix. If I restart my SSIS package then it will happily continue executing for another hour and the error will occur again.
[Dynamics CRM Destination 1 [1955]] Error: An error occurred with the following error message: "KingswaySoft.IntegrationToolkit.DynamicsCrm.CrmServiceException: CRM service call returned an error: CRM service call returned an error: The HTTP request is unauthorized with client authentication scheme 'Anonymous'. The authentication header received from the server was 'Bearer authorization_uri=login.microsoftonline.com/.../authorize, resource_id=xxxxxxxx.crm6.dynamics.com'. (SSIS Integration Toolkit for Microsoft Dynamics 365, v10.2.0.6982 - DtsDebugHost, v13.0.1601.5)KingswaySoft.IntegrationToolkit.DynamicsCrm.CrmServiceException
: CRM service call returned an error: The HTTP request is unauthorized with client authentication scheme 'Anonymous'. The authentication header received from the server was 'Bearer authorization_uri=login.microsoftonline.com/.../authorize, resource_id=xxxxxxxx.crm6.dynamics.com'.System.ServiceModel.Security.MessageSecurityException
: The HTTP request is unauthorized with client authentication scheme 'Anonymous'. The authentication header received from the server was 'Bearer authorization_uri=login.microsoftonline.com/.../authorize, resource_id=xxxxxxxx.crm6.dynamics.com'.System.Net.WebException
(Status Reason: Unauthorized): The remote server returned an error: (401) Unauthorized.".
 
I suspect that the issue is with the OAuth token expiry in Azure AD. If so, I thought KingswaySoft would automatically renew the token?
I'm using the following connection properties on my KingswaySoft connection.

Thanks for considering my question and any support you can provide!

Migration using Kingswaysoft

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Hi, I am working on migrating our Onprem data to D365 online. I have used Kingswaysoft and so far working great except for the stub users issue.

We need to retain createdon and createdby in D365, so we have imported our existing user base as stub users(disabled and got salesperson role assigned).

We did modify salesperson role to have access to our migration related entities.

In the kingswaysoft SSIS tool itself, we have mapped createdbyname to Createdby(text lookup editor to primary field), Overridecreatedon and all that stuff.

CreatedOn values are being migrated as it is but Createdby is being migrated as the name that runs this ssis package(my name in this case).

what else am I doing wrong? Any suggestions would be great. Thanks for any help.

Data encryption/manipulating after database refresh D365fo

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Hi,

After copying the data from Prod environment to test environment, some users get more access for testing purposes, but i don't want them to see the actual data , i want them to see data only which meaningless

so if i have customers in the database i want it to be mixed up or salaries to be changed,

any idea how that can be done ? does Microsoft has something like that ? or does anyone has any custom SQL code to apply on the database ?

Thanks,


An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail.

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Hi,

We have created a non interactive user in Dynamics CRM for SSIS Packages, i have assigned the Administrator Security Role to Non Interactive user, but when i run the package with Non Interactive user, it raised the error   "An error has occurred when retrieving metadata for CRM entity 'businessunit'"

Complete Error

Description: An error occurred with the following error message: "KingswaySoft.IntegrationToolkit.DynamicsCrm.CrmServiceException: CRM service call returned an error: An error has occurred when retrieving metadata for CRM entity 'businessunit': An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail. (Error Code: FailedAuthentication) (SSIS Integration Toolkit for Microsoft Dynamics 365, v11.1.0.7311 - DTExec, v11.0.6020.0)System.ServiceModel.Security.MessageSecurityException : An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail.System.ServiceModel.FaultException : Authentication Failure". End Error Error: 2019-11-26 14:48:56.83 Code: 0x80004005 Source: BU's Dynamics CRM Source [11] Description: Attempt to read message string for 0xc02090f5 failed with error 0xc02090f2. Make sure all message related files are registered. End Error Error: 2019-11-26 14:48:56.85 Code: 0xC0047038 Source: BU's SSIS.Pipeline Description: SSIS Error Code DTS_E_PRIMEOUTPUTFAILED. The PrimeOutput method on Dynamics CRM Source returned error code 0xC02090F5. The component returned a failure code when the pipeline engine called PrimeOutput(). The meaning of the failure code is defined by the component, but the error is fatal and the pipeline stopped executing. There may be error messages posted before this with more information about the failure. End Error DTExec: The package execution returned DTSER_FAILURE (1). Started: 14:48:02 Finished: 14:48:57 Elapsed: 54.64 seconds. The package execution failed. The step failed.

Load large amount of data to CRM, every day.

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Hi, 

We need to load a lot of data daily to CRM. Using the SDK it becomes very slow. There any viable way to insert and update data quickly (and supported by Dynamics CRM)?.

Unfortunately much of the information changes, around 90% of the data is updated daily.

We appreciate any help!

contractlinescheduleofvalue - invoice?

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We found an issue where users are creating a record in the contractlinescheduleofvalue.

They then use this to create an invoice.

But then something happens and they do not post the invoice for several months.

So I have been asked that when an invoice is paid I go and check the date of the contractlinescheduleofvalue is within the same month as the invoice.

So far I have not been able to figure out the relationship coming from the invoice.

I am using kingswaysoft to do this update.

Can anyone help me out.

I am assuming I must be missing a table.

Thanks!!

Data Integration between MS Dynamics Online and on-premise Oracle

$
0
0

Hi Team:

Currently we have SSIS jobs that download and upload data between salesforce and on-premise oracle using a WSDL based connector. Now we want to replace Salesforce with MS Dynamics 365 online. Please keep in mind that i need to download Dynamics entities as well as update Dynamics entities (bi-directional data sync). What is the best option in your experience to connect to Dynamics via SSIS. I am trying to avoid third party connectors like kingsoft etc. if possible .

Thanks,

LJ

Data migration tool - Parent and related entities

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Hi,

Currently we have two CRM 2016(On-premise) production environment and would like to merge the data from Server1 to Server2 and planing to make it as one instance so that it will reduce user and developer efforts.

I’m looking for a tool where I can migrate the data for parent and related entities also in same time. 

Example :  Account and related entities.

Following tools has option to migrate it one by one

  1. Scribe Insight
  2. Kingswaysoft

Really appreciate if you could help me to find a tool migrate the data for parent and related entity.

Kingswaysoft SSIS + D365 Online + Use of Diff Detector doesn't retrieve records that are modified in source system

$
0
0

Hi,

Posting here as this is related to D365 data migration using KingswaySoft SSIS connector.

I am retrieving small dataset (around 4000 records) from a SQL source and using Diff Detector component of the SSIS toolbox to fetch only the data that is modified in the SQL table. However, instead of updating subset of data, CRM gets updated with 4K records everytime. Does anyone have an idea of what is going wrong here?

Thanks!

KingswaySoft D365 Web API OAuth - (401) Unauthorized

$
0
0
I'm using KingswaySoft (v10.2) and SSIS to migrate data to D365 (v9.1) for Customer Service (cloud version)
I'm getting the following error from Kingswaysoft in my SSIS package after roughly 1 hour of successful execution - this includes successful record insertion into D365 during this initial 1 hour. This happens every time and I'm not sure how to fix. If I restart my SSIS package then it will happily continue executing for another hour and the error will occur again.
[Dynamics CRM Destination 1 [1955]] Error: An error occurred with the following error message: "KingswaySoft.IntegrationToolkit.DynamicsCrm.CrmServiceException: CRM service call returned an error: CRM service call returned an error: The HTTP request is unauthorized with client authentication scheme 'Anonymous'. The authentication header received from the server was 'Bearer authorization_uri=login.microsoftonline.com/.../authorize, resource_id=xxxxxxxx.crm6.dynamics.com'. (SSIS Integration Toolkit for Microsoft Dynamics 365, v10.2.0.6982 - DtsDebugHost, v13.0.1601.5)KingswaySoft.IntegrationToolkit.DynamicsCrm.CrmServiceException
: CRM service call returned an error: The HTTP request is unauthorized with client authentication scheme 'Anonymous'. The authentication header received from the server was 'Bearer authorization_uri=login.microsoftonline.com/.../authorize, resource_id=xxxxxxxx.crm6.dynamics.com'.System.ServiceModel.Security.MessageSecurityException
: The HTTP request is unauthorized with client authentication scheme 'Anonymous'. The authentication header received from the server was 'Bearer authorization_uri=login.microsoftonline.com/.../authorize, resource_id=xxxxxxxx.crm6.dynamics.com'.System.Net.WebException
(Status Reason: Unauthorized): The remote server returned an error: (401) Unauthorized.".
 
I suspect that the issue is with the OAuth token expiry in Azure AD. If so, I thought KingswaySoft would automatically renew the token?
I'm using the following connection properties on my KingswaySoft connection.

Thanks for considering my question and any support you can provide!

Kingsway Web API Error : The URI segment '$ref' is invalid after the segment 'new_new_entityA_new_entityB'

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Hello,

i am getting this erro when i try to use KingswaySoft Destination component on Upsert to make the link between two entities that have a N:N relationship :

The URI segment '$ref' is invalid after the segment 'new_new_entityA_new_entityB'  

Kingswaysoft - Text Lookup not accurate (CRM Destination Component)

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Good day,

I'm using kingswaysoft Productivity pack (latest update) to create a custom entity record in CRM (online).

One of the destination components is a lookup to another custom entity and for this I use a text lookup.

Some of the records are failing and the error specified below.

Text lookup failed for ''custom field' field entity 'custom entity' does not contain a value of "text" for "entity field" field.

I have check and the records its trying to lookup do exist... so these records should not be failing... 

I have tried all the options within the Text Lookup Editor yet I still get the same error message that the record its trying to lookup does not exist :(

thanks,

Migration using Kingswaysoft

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Hi, I am working on migrating our Onprem data to D365 online. I have used Kingswaysoft and so far working great except for the stub users issue.

We need to retain createdon and createdby in D365, so we have imported our existing user base as stub users(disabled and got salesperson role assigned).

We did modify salesperson role to have access to our migration related entities.

In the kingswaysoft SSIS tool itself, we have mapped createdbyname to Createdby(text lookup editor to primary field), Overridecreatedon and all that stuff.

CreatedOn values are being migrated as it is but Createdby is being migrated as the name that runs this ssis package(my name in this case).

what else am I doing wrong? Any suggestions would be great. Thanks for any help.

Data encryption/manipulating after database refresh D365fo

$
0
0

Hi,

After copying the data from Prod environment to test environment, some users get more access for testing purposes, but i don't want them to see the actual data , i want them to see data only which meaningless

so if i have customers in the database i want it to be mixed up or salaries to be changed,

any idea how that can be done ? does Microsoft has something like that ? or does anyone has any custom SQL code to apply on the database ?

Thanks,

An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail.

$
0
0

Hi,

We have created a non interactive user in Dynamics CRM for SSIS Packages, i have assigned the Administrator Security Role to Non Interactive user, but when i run the package with Non Interactive user, it raised the error   "An error has occurred when retrieving metadata for CRM entity 'businessunit'"

Complete Error

Description: An error occurred with the following error message: "KingswaySoft.IntegrationToolkit.DynamicsCrm.CrmServiceException: CRM service call returned an error: An error has occurred when retrieving metadata for CRM entity 'businessunit': An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail. (Error Code: FailedAuthentication) (SSIS Integration Toolkit for Microsoft Dynamics 365, v11.1.0.7311 - DTExec, v11.0.6020.0)System.ServiceModel.Security.MessageSecurityException : An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail.System.ServiceModel.FaultException : Authentication Failure". End Error Error: 2019-11-26 14:48:56.83 Code: 0x80004005 Source: BU's Dynamics CRM Source [11] Description: Attempt to read message string for 0xc02090f5 failed with error 0xc02090f2. Make sure all message related files are registered. End Error Error: 2019-11-26 14:48:56.85 Code: 0xC0047038 Source: BU's SSIS.Pipeline Description: SSIS Error Code DTS_E_PRIMEOUTPUTFAILED. The PrimeOutput method on Dynamics CRM Source returned error code 0xC02090F5. The component returned a failure code when the pipeline engine called PrimeOutput(). The meaning of the failure code is defined by the component, but the error is fatal and the pipeline stopped executing. There may be error messages posted before this with more information about the failure. End Error DTExec: The package execution returned DTSER_FAILURE (1). Started: 14:48:02 Finished: 14:48:57 Elapsed: 54.64 seconds. The package execution failed. The step failed.

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