Migration of Personal views/charts/dashboards with sharing information


Interesting read ..

Phani Rajasekhar

In my previous blog I explained the issues that I faced while POA entity migration. Here I will explain the whole process that I followed to migrate the personal views with sharing information. I used kingsway soft adapter for my migration process.

We have 2 steps to migrate the data

  1. Source CRM –> Intermediate database.
    1. I enabled “Data Export Services” on the source instance to push the data into intermediate database.
    2. Since “userquery” entity is not available in “Data Export Services”, I Designed a simple SSIS Package with source (Dynamics CRM) and destination (OLE DB) components.
    3. We have to impersonate the owner of the personal view in the Dynamics CRM Source component to read this information.
    4. So we have to run this package multiple times based on the user count.

  1. Intermediate database –> Target CRM
    1. Designed 2 more SSIS Packages to push “userquery” and “principalobjectaccess” (share) information to Target CRM…

View original post 147 more words

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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