Saved Views and Dashboards

One of the key benefits of using Dynamics CRM is the ability for users to create their own Views and Dashboards. Migrating these is not always as easy as it sounds, and in larger organizations it can be difficult to manage. One of the challenges is that, between deployments and post upgrade ..

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Quote Revision Migration - On Premise to D365

On Premise to Online migration should always aim to replicate exactly the source data in the new Dynamics 365 environment. This month we have perfected the technique of including the RevisionNumber field on the quote entity. This might not sound like much, but the following scenario occurs  ..

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Migrating Attachments from CRM On Premise to Dynamics 365

I was reminded again this week about the excellent add on service we have for the Synchronicity Echo Managed service, providing options for migrating attachments from your On-Premise database to a your SharePoint instance. Not only does the data get migrated, but we create the document location ..

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Cascade Conundrum

Our latest addition to the Synchronicity Echo managed service addresses an issue which (whether you use Echo or not) can affect the outcome of a data migration in unexpected ways. Within Dynamics 365, Microsoft have included many default cascading behaviors. For example, if you update the owne ..

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Delta Process Updates

Those of you who are familiar with the Echo Managed Service, know that, for larger databases, we employ a 'Delta' process. This is the process whereby we take one database to migrate initially (the 'Primary'), while users are still happily using their on premise system. After most of the data  ..

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Echo 2018 Released!

I'm pleased to report that the new release of Echo has been running successfully over the last few weeks. As well as providing some increased efficiency, we're updating more data than ever. The inclusion of the ModifiedOn field has proved popular, ensuring that the updates to reporting is m ..

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