StarterPak: Salesforce To Dynamics CRM Online. Version 1.0

Transcription

1 StarterPak: Salesfrce T Dynamics CRM Online Versin 1.0 1/7/2016

2 Imprtant Ntice N part f this publicatin may be reprduced, stred in a retrieval system, r transmitted in any frm r by any means, phtcpying, recrding, r therwise, withut prir written cnsent f Scribe Sftware Crpratin. N patent liability is assumed with respect t the use f the infrmatin cntained herein. While every precautin has been taken in the preparatin f this bk, Scribe Sftware Crpratin assumes n respnsibility fr errrs r missins. This publicatin and features described herein are subject t change withut ntice. Scribe Sftware Crpratin makes n representatins r warranties, either expressed r implied, by r with respect t anything in this manual, and shall nt be liable fr any implied warranties f merchantability r fitness fr a particular purpse r fr any indirect, special r cnsequential damages. Disclaimer The names f cmpanies, prducts, peple, and/r data used in windw illustratins and sample utput are fictitius and are in n way intended t represent any real individual, cmpany, prduct, r event, unless therwise nted. Trademarks Scribe Online is a trademark f Scribe Sftware Crpratin. All ther prducts r services mentined in this dcument are identified by the trademarks r service marks f their respective cmpanies r rganizatins. Scribe Sftware Crpratin disclaims any respnsibility fr specifying which marks are wned by which cmpanies r rganizatins. Publishing Infrmatin Scribe Sftware Crpratin. All rights reserved.

3 Cntents Salesfrce T Dynamics CRM Online StarterPak 1 Abut The StarterPak 1 StarterPak Cntents 3 Requirements 4 Preparing The StarterPak 5 Extract The Files Frm The Zip File 5 Expse Salesfrce Optins 6 Review CSV Files 7 Cnfiguring The Scribe Online Cnnectins 8 Cnfigure The Salesfrce Cnnectin 8 Cnfigure The Dynamics CRM Cnnectin 8 Cnfiguring The Scribe Online Slutins 9 Create Slutins 9 Migrate Users 10 Dynamics CRM On-Premise 10 Dynamics CRM Online 13 Accunts 15 Leads 18 Cntacts 21 Prducts And Pricing 23 Opprtunities 25 Ntes And Attachments 29 Ntes And Attachments 29 Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online - i -

4 Events And Meeting Requests 29 Tasks And Task Attachments 30 Map Prcessing Order 30 Dependencies 31 StarterPak Maps 33 User Maps 33 Accunt Maps 33 Cntact Maps 34 Lead Maps 35 Prduct And Pricing Maps 35 Opprtunity Maps 36 Additinal Ntes And Knwn Issues 38 Custmize Maps 38 CSV File Errrs 38 Updates T Recurring Appintments 39 Subsequent Updates Nt Supprted 39 Preventing Replicatins 39 StarterPak: Salesfrce T Dynamics CRM Online Versin ii -

5 Salesfrce T Dynamics CRM Online StarterPak Salesfrce T Dynamics CRM Online StarterPak Welcme t Scribe s Salesfrce T Dynamics CRM Online StarterPak, which encmpasses Users, Accunts, Leads, Cntacts, Prducts, Pricing, and Opprtunities. This StarterPak includes Ntes, Attachments, Events/Appintments, and Tasks, and prvides a starting pint fr migrating data frm Salesfrce t Dynamics CRM. It is based n a single Salesfrce Cmpany and a single Dynamics CRM Business Unit. The StarterPak des nt supprt the Salesfrce Grup r Dynamics CRM Team cncepts. All recrds are wned by a single user. The default behavir f this StarterPak is t prcess all recrds n each run. T limit the recrds that are prcessed as part f yur migratin, add a date filter t the maps that yu use. Maps in this StarterPak are built using sample data and must be mdified fr yur specific business needs. Review each map carefully and mdify them as needed. Cmments in the blcks and the frmula fields in the maps prvide infrmatin n ptins fr setting varius values. This StarterPak is flexible and extendable. T prvide supprt fr a variety f migratin appraches, mst f the included entities have a Create map and an Update/Insert map, which achieve the same end result. Fr example: Create maps Prvide the best perfrmance when yu initially lad a large data set f Accunts frm Salesfrce t Dynamics CRM. Update/Insert maps Perfrm incremental lads f Accunts as yur users cntinue t wrk in Salesfrce. Use the Create maps, the Update/Insert maps, r a cmbinatin f bth, whichever best suits yur migratin prject. Abut The StarterPak This StarterPak migrates Users, Accunts, Leads, Cntacts, Prducts, Pricing, and Opprtunities frm Salesfrce t Dynamics CRM as shwn: Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online - 1 -

6 Salesfrce T Dynamics CRM Online StarterPak StarterPak: Salesfrce T Dynamics CRM Online Versin

7 Salesfrce T Dynamics CRM Online StarterPak Scribe StarterPak: Salesfrce T Dynamics CRM This StarterPak is available as a dwnladable ZIP file, ScribeStarterPak- Salesfrce-t-CRM-Migratin_v1_0.zip. Yu can dwnlad this file frm the Scribe Dwnlads page. StarterPak Cntents The StarterPak includes: SalesfrceUnmanagedPackageLink.txt A link t an unmanaged package that creates the Sync Status field n the User entity in Salesfrce. ScribeSlutinfrSalesfrcetCRMMigratin_1_0_0_managed.zip A Managed package fr Dynamics CRM Online and Dynamics CRM 2013 On-Premise that creates a new custm field, Scribe External Id, fr the fllwing entities: Accunt User Cntact Lead Opprtunity Prduct Price List Address Appintment Recurring Appintment Task Scribe Online uses the Scribe External Id t stre the crrespnding Salesfrce key in Dynamics CRM. By default, this field des nt display n the Dynamics CRM frm. When yu imprt a custm slutin, the duplicate detectin rules are autmatically unpublished (deactivated). T use these rules, set them back t published t reactivate them. As f the Dynamics CRM Spring 2014/SP1 release, imprting a custm slutin that cntains edits fr the Lead, Cntact, r Accunt entity causes warning messages t ccur because these rules were unpublished by the imprt. Sample CSV files fr transfrming varius fields between Salesfrce and Dynamics CRM. Sample text files fr extracting User infrmatin frm Salesfrce and Dynamics CRM. Sample CSV file fr uplading Salesfrce User IDs t Dynamics CRM Online. Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online - 3 -

8 Salesfrce T Dynamics CRM Online StarterPak Scribe Online XML files cntaining the mappings frm Salesfrce t Dynamics CRM. This StarterPak prvides six primary functins, each cntained in an XML file that includes a unique set f maps. Functins Users Accunts and related infrmatin Cntacts and related infrmatin Leads and related infrmatin Prducts and Pricing Opprtunity and related infrmatin XML File SF-CRM-User.xml SF-CRM-Accunts&Related.xml SF-CRM-Cntact&Related.xml SF-CRM-Lead&Related.xml SF-CRM-Prducts&Pricing.xml SF-CRM- Opprtunity&Related.xml Requirements In additin t the StarterPak, yur site needs: A trial r paid subscriptin t Scribe Online Integratin Services (IS) r the Scribe Online Migratin Services (MS). Access t a Salesfrce Organizatin A Salesfrce user with apprpriate credentials and permissins t: Imprt unmanaged packages Edit page layuts Create and update the entities int which the StarterPak migrates Access t a Dynamics CRM Online r 2013 On-Premise Organizatin. A Dynamics CRM user with apprpriate credentials and permissins t: Imprt managed packages Create and update the entities t which the StarterPak migrates A Scribe Online On-Premise Agent Sme maps use the CSVLOOKUPVALUE functin, which requires an On-Premise Agent. This functin uses CSV files, which must be lcated n the system where the On-Premise Agent is stred. T use a Scribe Online Clud Agent with this StarterPak: Replace the CSVLOOKUPVALUE functins with a LOOKUPTABLE functin. Create Lkup Tables frm the data in the CSV files. StarterPak: Salesfrce T Dynamics CRM Online Versin

9 Preparing The StarterPak Preparing The StarterPak This sectin describes the steps required t prepare and custmize Dynamics CRM and Salesfrce, extract files frm the.zip file, and cnfigure Scribe Online cnnectins. Fr infrmatin n Scribe Online tasks, such as cnfiguring surce and target cnnectins and using Scribe Online, see the Scribe Online Help Center. Extract The Files Frm The Zip File After dwnlading the ScribeStarterPak-Salesfrce-t-CRM-Migratin_v1_0.zip file, extract the files t a lcatin that can be accessed by Scribe Online. Unzip nly the ScribeStarterPak-Salesfrce-t-CRM-Migratin_v1_ 0.zip file. D nt unzip the Scribe Online CRM Slutin file cntained in this file. T install Dynamics CRM and Salesfrce Custm Slutins: 1. Imprt the ScribeSlutinfrSalesfrcetCRMMigratin_1_0_0_ managed.zip file int yur Dynamics CRM Organizatin. 2. Install the Salesfrce package by ding ne f the fllwing: Click Install Salesfrce Package t start the Salesfrce Package Installatin. Open the SalesfrceUnmanagedPackageLink.txt file that yu just extracted and cpy the link in the text file t yur brwser. Fllw the prmpts t install the package. 3. Cpy the fllwing XML files t a directry under yur Scribe Online installatin, such as..\scribe Sftware\Scribe Online Agent\Maps\: SF-CRM-User.xml SF-CRM-Accunts&Related.xml SF-CRM-Cntact&Related.xml SF-CRM-Lead&Related.xml SF-CRM-Prducts&Pricing.xml SF-CRM-Opprtunity&Related.xml 4. Cpy all files frm the SampleFiles flder, created when the zip file was extracted, t the Scribe Sftware\Scribe Online Agent\Data Exchange flder. Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online - 5 -

10 Preparing The StarterPak Expse Salesfrce Optins Lead and Cntact maps reference HasOptedOutOf and HasOptedOutOfBulk fields, which must be expsed n yur Lead and Cntact layuts. T expse the Salesfrce Opt Out fields: 1. In Salesfrce, select Setup > Security Cntrls. 2. Select Field Accessibility. 3. Select Cntact. 4. Select View by Prfiles. 5. Chse the Prfile f the user that yu are cnnecting as in Scribe Online. Fr example, System Administratr. 6. Select the Editable ptin next t the Opt Out field. 7. Select the Visible ptin in the fllwing sectins: Field-Level Security Page Layut 8. Save the changes. 9. Repeat these steps fr the same field n the Lead entity in Salesfrce. 10. Reset Metadata fr existing Salesfrce Cnnectins. If yu d nt expse the Opt Out field when yu cnnect the StarterPak maps t yur Scribe OnlineSalesfrce cnnectin, an errr similar t the fllwing errr ccurs n the dnt and dntbulk target fields: Target field has an invalid frmula: Invalid Field name Fr mre infrmatin, see Managing Yur Cnnectins. StarterPak: Salesfrce T Dynamics CRM Online Versin

11 Preparing The StarterPak Review CSV Files After yu extract the StarterPak.zip file, the CSV files are lcated under the SampleFiles flder. Review all CSV files that ship with this StarterPak in cnjunctin with the maps that reference them. The files that ship with the StarterPak cntain values frm sample Salesfrce and Dynamics CRM systems. The values in thse files must represent values in yur Salesfrce and Dynamics CRM systems. If yu edit these files and enter invalid Salesfrce r Dynamics CRM values, errrs ccur when yu execute the maps. Fr mre infrmatin, see CSV File Errrs n page 38. Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online - 7 -

12 Cnfiguring The Scribe Online Cnnectins Cnfiguring The Scribe Online Cnnectins Fr this StarterPak, Scribe recmmends creating yur cnnectins frm the Cnnectins page, because yu must assign these glbal cnnectins t each map. Fr infrmatin, see Adding Cnnectins. Cnfigure The Salesfrce Cnnectin Cnfigure the Salesfrce Cnnectin as described in Scribe Online Cnnectr Fr Salesfrce. Verify that yu have the credentials and permissins t create and update accunts. If yu are using an existing Salesfrce Cnnectin, be sure t refresh the metadata as described in Managing Cnnectins. Cnfigure The Dynamics CRM Cnnectin Cnfigure the Dynamics CRM Cnnectin as described in Scribe Online Cnnectr Fr Dynamics CRM. If yu are using an existing Dynamics CRM Cnnectin, refresh the metadata as described in Managing Cnnectins. If yu use the Run As feature in yur Dynamics CRM cnnectin, permissins errrs may ccur. Fr example, if Run As is set t INTEGRATION when yu create user_rles, that rle creatin fails. StarterPak: Salesfrce T Dynamics CRM Online Versin

13 Cnfiguring The Scribe Online Slutins Cnfiguring The Scribe Online Slutins After yu create Scribe Online Cnnectins, cnfigure Slutins. This StarterPak is split int six main functins, each with a unique set f maps. Each f the six areas cntains multiple maps that yu can implement as required by yur migratin prject. Scribe recmmends: Imprting the maps int separate Slutins, ne fr each XML file prvided. Reviewing the maps yu imprt. Deleting any maps that yu d nt plan t use. Map rder is extremely imprtant. When a Slutin runs, the maps are run in the rder in which they display in the Slutin. Sme maps cntain dependencies n previusly run maps. D nt change the rder f the maps yu enable in the Slutin unless yu understand each map's behavir and dependencies. Fr mre infrmatin, see Map Prcessing Order. Create Slutins 1. Cnfigure Step 1 and Step 2 f the Slutin. See Managing Slutins. 2. On Step 3, Defining a Map, click Imprt, and then brwse t and imprt ne f the XML files that cntains a set f maps required fr this StarterPak: SF-CRM-User.xml SF-CRM-Accunts&Related.xml SF-CRM-Cntact&Related.xml SF-CRM-Lead&Related.xml SF-CRM-Prducts&Pricing.xml SF-CRM-Opprtunity&Related.xml The maps yu imprt shw as Incmplete. 3. Open each map and cnfigure the surce and target cnnectins. Review and mdify the maps t suit yur business needs. 4. Create a new Slutin fr each f the remaining XML files. Aftercnfiguring each map, warnings fr field mappings can be ignred. Yu can include up t 50 maps in a Slutin in Scribe Online. Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online - 9 -

14 Cnfiguring The Scribe Online Slutins Migrate Users Users, the wners f recrds in bth Salesfrce and Dynamics CRM, are the fundatin fr all maps and must be the first entity migrated frm Salesfrce t Dynamics CRM. All subsequent maps depend n the Scribe External Id f the Dynamics CRM User cntaining the User ID f the crrespnding Salesfrce User. This StarterPak presumes that the wning User fr all migrated entities is als being migrated. Befre perfrming this migratin, verify that all the recrds in yur Salesfrce rganizatin are wned by Users wh are being migrated. This StarterPak des nt include Update/Insert maps fr Users. The SF-CRM-User.xml file includes the fllwing maps: SF -> Text User Id CRM -> Text User Id SF User -> CRM User Update SF User -> CRM User: Create (On-Premise Only) Fr mre infrmatin abut the maps in this StarterPak, see StarterPak Maps. Dynamics CRM On-Premise This StarterPak is based n using Windws Authenticatin. Users must already exist in Active Directry. The Salesfrce user ID is stred in the Scribe External Id field, which is used t set the Owner fr related entities, such as Accunts. Migrating t Dynamics CRM On-Premise uses the fllwing map: SF User -> CRM User: Create (On-Premise Only) Fr mre infrmatin abut the maps in this StarterPak, see StarterPak Maps. Subrdinate recrds nly migrate frm Salesfrce t Dynamics CRM when the recrd f their manager is returned in the Surce Query. If a user at any level is created and the update rle fails, the rle must be manually updated in Dynamics CRM. When a manager recrd is successfully migrated and migrating a subrdinate recrd fails, the manager recrd is created in Dynamics CRM, but the subrdinate recrd is nt. T reslve this, yu must: StarterPak: Salesfrce T Dynamics CRM Online Versin

15 Cnfiguring The Scribe Online Slutins 1. Identify and reslve the issue that caused the subrdinate recrd creatin t fail. 2. Update the custm Salesfrce field, Sync Status, fr the user that is the subrdinate s manager, t the fllwing value: Sync emplyees. Befre yu can edit the Sync Status custm field, yu must expse it n the user page layut. Fr mre infrmatin, see yur Salesfrce administratr. The Sync Status custm field was created when yu imprted the Scribe Salesfrce package. When the map is next run, the manager recrd is returned in the Surce Query and bth the manager recrd and the subrdinate recrd are migrated t Dynamics CRM. Because the manager recrd already exists in Dynamics CRM, creating that recrd fails. This failure is expected. The subrdinates are successfully migrated and created in Dynamics CRM, as needed. T migrate Salesfrce Users t Dynamics CRM On-Premise: 1. Verify that all the Salesfrce Users are set up in Active Directry. The Active Directry lgn name is case sensitive and must cnsist f the first letter f the Salesfrce user's first name and the user's last name. Fr example, if yur Salesfrce user name is Test User, yur Active Directry lgn name is TUser. Edit the frmula n the "Create CRM User" blck fr the field "dmainname" t use yur dmain name. This frmula is hard-cded and uses the MSCRM40 dmain name. Because f an Active Directry lgn name length limitatin, yu may need t edit yur user name in Salesfrce. If a user cannt be fund in Active Directry, the fllwing errr ccurs: Operatin failed. Label: Create CRM User, Name: system usercreate, Message: Unable t insert data int the systemuser entity. LkupAccuntNameW failed with errr. The surce query user was nt created. This errr is expected if users exist in Salesfrce but d nt exist in Active Directry and are nt being migrated. Review the errrs in Scribe Online t ensure they are being raised n users that are nt being migrated t Dynamics CRM. 2. If yu have nt already dne s: a. Create a Slutin. b. Imprt the SF-CRM-User.xml file. c. Cnnect the SF User -> CRM User: Create (On-Premise Only) map t Salesfrce and Dynamics CRM. Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online

16 Cnfiguring The Scribe Online Slutins 3. Run the SF User -> CRM User: Create (On-Premise Only) map until 0 recrds are prcessed by the map. Yu may need run this map multiple times. This map creates: The highest level Salesfrce Manager in Dynamics CRM Any subrdinates f the high-level manager Users that d nt have a manager Managers f ther users wh either d nt have a manager r whse manager is the highest-level manager The next time this map runs, it creates users whse managers were created in the previus run, and s frth. StarterPak: Salesfrce T Dynamics CRM Online Versin

17 Cnfiguring The Scribe Online Slutins Dynamics CRM Online Althugh this StarterPak cannt create users in Dynamics CRM Online, it des prvide a methd t update the Scribe External Id with the crrespnding User Id frm Salesfrce. Yu must manually create the users in Dynamics CRM Online, then update the users and set the Scribe External Id t the ID f the crrespnding Salesfrce Users. The fllwing Scribe Online maps may be used t ppulate the Dynamics CRM custm Scribe External Id field with the Salesfrce user ID: SF -> Text User Id CRM -> Text User Id SF-User -> CRM User Update Fr mre infrmatin abut the maps in this StarterPak, see StarterPak Maps n page 33. Yu may use these maps and the fllwing prcedure t migrate the Salesfrce User ID t the Scribe External Id field n the crrespnding Dynamics CRM Online User. If yu knw the Salesfrce User IDs and have expsed the Scribe External Id field n yur Dynamics CRM User frm, yu may manually update the Scribe External Id. Enter the full 18-character Salesfrce user ID int the Dynamics CRM Online custm Scribe External Id field. T ppulate user IDs using Dynamics CRM Online: 1. Cnfirm any Salesfrce users whse IDs will be migrating t Dynamics CRM Online have been created in Dynamics CRM Online Office365. If yu d nt knw hw t create users in Dynamics CRM Online, cntact yur Dynamics CRM administratr. 2. Verify that the fllwing files have been mved frm the SampleFiles flder t the ScribeSftware\Scribe Online Agent\DataExchange flder: SF_User_Id.txt CRM_User_Id.txt The SampleFiles flder was created when the ScribeStarterPak-Salesfrce-t- CRM-Migratin_v1_0.zip was initially extracted. If yu d nt see the SampleFiles flder, see Extract The Files Frm The Zip File n page Create the fllwing target entity text cnnectins: SF_User_Id References the SF_User_Id.txt file. Define the User_Id field with a width f 18. CRM_User_Id References the CRM_User_Id.txt file. Define the User_Id field with a width f 36. Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online

18 Cnfiguring The Scribe Online Slutins Fr mre infrmatin, see Cnnecting T Text File As A Target. 4. If yu have nt already dne s: a. Create a Slutin. b. Imprt the SF-CRM-User.xml file. 5. Recnnect the Text maps t use the previusly defined target text cnnectins. 6. Run the SF -> Text User ID map. A text file is created, cntaining the Salesfrce User Names and IDs. 7. Run the CRM -> Text User ID map. A text file is created, cntaining the Dynamics CRM Online User Names and IDs. 8. Verify that the UserIDCrssRef.CSV file has been cpied frm the SampleFiles flder t yur Scribe Sftware\Scribe Online Agent\DataExchange flder. 9. Edit the UserIDCrssRef.CSV file t remve the sample IDs that are included in this file. 10. Fr each User yu are migrating: a. Enter the Salesfrce ID frm the SF_User_Id.txt file. Yu can cpy and paste this ID frm the file. b. Enter the crrespnding Dynamics CRM ID frm the CRM_User_Id.txt file. Yu can cpy and paste this ID frm the file. Yu can use qutes n the IDs r remve them. 11. Save the UserIDCrssRef.CSV file. 12. Recnnect and run the SF User -> CRM User Update map. The Scribe External ID is updated with the Salesfrce User ID in Dynamics CRM Online fr the shared users, and the custm sync_status field n the Salesfrce users is set t: Crss reference updated in Dynamics CRM. StarterPak: Salesfrce T Dynamics CRM Online Versin

19 Cnfiguring The Scribe Online Slutins Accunts This StarterPak prvides maps fr migrating Salesfrce Accunts t Dynamics CRM Accunts, including Attachments, Ntes, Events/Appintments, and Tasks. Separate maps have been prvided s yu can select the entities yu want t migrate. Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online

20 Cnfiguring The Scribe Online Slutins Migrating Accunts This StarterPak des nt supprt parent accunts. StarterPak: Salesfrce T Dynamics CRM Online Versin

21 Cnfiguring The Scribe Online Slutins T use parent accunts, review the SF User -> CRM User: Create (On- Premise Only) map and develp a similar prcess. The SF-CRM-Accunts&Related.xml file includes the fllwing maps: SF Accunt -> CRM Accunt: Create SF Accunt -> CRM Accunt: Update/Insert SF Accunt Attachment -> CRM Accunt Attachment: Create SF Accunt Attachment -> CRM Accunt Attachment: Update/Insert SF Accunt Nte -> CRM Accunt Nte: Create SF Accunt Nte -> CRM Accunt Nte: Update/Insert SF Accunt Event -> CRM Accunt Appintment: Create SF Accunt Task -> CRM Accunt Task: Create SF Accunt Task -> CRM Accunt Task: Update/Insert SF Accunt Task Attachment -> CRM Accunt Task Attachment Create SF Accunt Task Attachment -> CRM Accunt Task Attachment Update/Insert Fr mre infrmatin abut the maps in this StarterPak, see StarterPak Maps n page 33. Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online

22 Cnfiguring The Scribe Online Slutins Leads This StarterPak prvides maps fr migrating Salesfrce Leads t Dynamics CRM Leads, including Attachments, Ntes, Events/Appintments, and Tasks. Separate maps have been prvided s yu can select the entities yu want t migrate. Because the StarterPak des nt migrate Campaigns, campaign infrmatin assciated with Leads is nt included. Migrating Uncnverted Leads StarterPak: Salesfrce T Dynamics CRM Online Versin

23 Cnfiguring The Scribe Online Slutins T supprt multiple migratin appraches, different categries f Lead maps are prvided. Fr mre infrmatin abut the maps in this StarterPak, see StarterPak Maps n page 33. The map categries are: Cnverted Leads Leads that have been cnverted in Salesfrce and have a crrespnding Cntact. If yu use this map, migrate yur Accunts first t ensure that a cnverted lead is assciated with the crrect accunt in Dynamics CRM. This map des nt include a relatinship in Dynamics CRM between the Lead and the Cntact. Because dependent entities, such as Ntes and Attachments, f a cnverted Lead in Salesfrce are assciated with the related Cntact, there are n maps t migrate these entities fr cnverted leads. The map fr cnverted Leads is: SF Cnverted Lead -> CRM Cnverted Lead: Create Uncnverted Leads Leads that have nt been cnverted in Salesfrce. Maps fr uncnverted leads are: SF Uncnverted Lead -> CRM Uncnverted Lead: Create SF Uncnverted Lead -> CRM Uncnverted Lead: Update/Insert SF Uncnverted Lead Attachment -> CRM Uncnverted Lead Attachment: Create SF Uncnverted Lead Attachment -> CRM Uncnverted Lead Attachment: Update/Insert SF Uncnverted Lead Nte -> CRM Uncnverted Lead Nte: Create SF Uncnverted Lead Nte -> CRM Uncnverted Lead Nte: Update/Insert SF Uncnverted Lead Event -> CRM Uncnverted Lead Appintment: Create SF Uncnverted Lead Task -> CRM Uncnverted Lead Task: Create SF Uncnverted Lead Task -> CRM Uncnverted Lead Task: Update/Insert SF Uncnverted Lead Task Attachment -> CRM Uncnverted Lead Task Attachment: Create SF Uncnverted Lead Task Attachment -> CRM Uncnverted Lead Task Attachment: Update/Insert Cnverted Leads and Related Cntacts Leads that have been cnverted in Salesfrce and their crrespnding Cntacts are migrated as Leads and their crrespnding Cntacts in Dynamics CRM. This map des nt have an Update/Insert versin. The map fr cnverted leads and related cntacts is: SF Cnverted Lead & Cntact -> CRM Cnverted Lead & Cntact: Create Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online

24 Cnfiguring The Scribe Online Slutins Salesfrce allws yu t chse a status f Clsed-Cnverted withut actually cnverting the Lead. Leads in this state: Have an IsCnverted value f False Are included in the uncnverted lead maps Are migrated with a Dynamics CRM state/status f Open Only leads that have an iscnverted value f True are cnsidered cnverted and are migrated t Dynamics CRM as Qualified Leads. The iscnverted flag is set t true when yu click the Cnvert buttn fr a Lead recrd in Salesfrce. StarterPak: Salesfrce T Dynamics CRM Online Versin

25 Cnfiguring The Scribe Online Slutins Cntacts This StarterPak prvides maps fr migrating Salesfrce Cntacts t Dynamics CRM Cntacts, including Attachments, Ntes, Events/Appintments, and Tasks. Separate maps have been prvided s yu can select the entities yu want t migrate. Migrating Cntacts Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online

26 Cnfiguring The Scribe Online Slutins The SF-CRM-Cntact&Related.xml file includes the fllwing maps: SF Cntact -> CRM Cntact: Create SF Cntact -> CRM Cntact: Update/Insert SF Cntact Attachment -> CRM Cntact Attachment: Create SF Cntact Attachment -> CRM Cntact Attachment: Update/Insert SF Cntact Nte -> CRM Cntact Nte: Create SF Cntact Nte -> CRM Cntact Nte: Update/Insert SF Cntact Event -> CRM Cntact Appintment: Create SF Cntact Task -> CRM Cntact Task: Create SF Cntact Task -> CRM Cntact Task: Update/Insert SF Cntact Task Attachment -> CRM Cntact Task Attachment: Create SF Cntact Task Attachment -> CRM Cntact Task Attachment: Update/Insert Fr mre infrmatin abut the maps in this StarterPak, see StarterPak Maps n page 33. If yu want a relatinship between cnverted Leads and Cntacts: 1. Use the SF Cnverted Lead & Cntact -> CRM Cnverted Lead & Cntact: Create map, which is in the SF-CRM-Lead&Related.xml file. 2. Use ne f the fllwing maps t migrate Cntacts that were nt created as a result f a Lead being cnverted SF Cntact -> CRM Cntact: Create Edit this map t exclude the Cntacts that have already been migrated, therwise duplicate Cntacts are created. SF Cntact -> CRM Cntact: Update/Insert Edit this map t exclude the Cntacts that have already been migrated, therwise unnecessary updates may be prcessed. StarterPak: Salesfrce T Dynamics CRM Online Versin

27 Cnfiguring The Scribe Online Slutins Prducts And Pricing This StarterPak prvides maps t migrate Salesfrce Active and Inactive Prducts and Price Bks t Dynamics CRM. Separate maps have been prvided s yu can select the entities yu want t migrate. Migrating Prducts And Pricing If yu are migrating Opprtunities, yu must first migrate Prducts & Pricing. Inactive Prducts nly need t be migrated if they exist n any Opprtunity yu are migrating. If the Salesfrce Prduct Cde field is NULL, the Salesfrce Prduct Name field is used t ppulate the Dynamics CRM Prduct Number field in Active and Inactive Prduct Migratin maps. Bth the Cde and Name fields are trimmed t a length f 100 characters, based n the Dynamics CRM length. If any ther fields in ther maps exceed Dynamics CRM length, an errr ccurs. The SF-CRM-Prducts&Pricing.xml file includes the fllwing maps: Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online

28 Cnfiguring The Scribe Online Slutins SF Price Bk -> CRM Price List: Create SF Price Bk -> CRM Price List: Update/Insert SF Active Prduct -> CRM Active Prduct: Create SF Active Prduct -> CRM Active Prduct: Update/Insert SF Inactive Prduct -> CRM Inactive Prduct: Create SF Inactive Prduct -> CRM Inactive Prduct: Update/Insert SF Price Bk Entry -> CRM Prduct Price List: Create SF Price Bk Entry -> CRM Prduct Price List: Update/Insert Fr mre infrmatin abut the maps in this StarterPak, see StarterPak Maps n page 33. StarterPak: Salesfrce T Dynamics CRM Online Versin

29 Cnfiguring The Scribe Online Slutins Opprtunities This StarterPak prvides maps fr migrating Salesfrce Open r Clsed Opprtunities t Dynamics CRM Open r Clsed Opprtunities, including Attachments, Ntes, Events/Appintments, and Tasks. Separate maps have been prvided s yu can select the entities yu want t migrate. Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online

30 Cnfiguring The Scribe Online Slutins Migrating Opprtunities Only Primary Cntacts are supprted. This StarterPak des nt supprt the Lead t Opprtunity Sales Prcess wrk flw, tax, freight, discunts, r qutes. StarterPak: Salesfrce T Dynamics CRM Online Versin

31 Cnfiguring The Scribe Online Slutins When yu migrate Opprtunities, yu must have first migrated Prducts & Pricing. The SF-CRM-Opprtunity&Related.xml file includes the fllwing maps: Open Opprtunity SF Open Opprtunity -> CRM Open Opprtunity: Create SF Open Opprtunity -> CRM Open Opprtunity: Update/Insert SF Open Opprtunity Attachment -> CRM Open Opprtunity Attachment: Create SF Open Opprtunity Attachment -> CRM Open Opprtunity Attachment: Update/Insert SF Open Opprtunity Nte -> CRM Open Opprtunity Nte: Create SF Open Opprtunity Nte -> CRM Open Opprtunity Nte: Update/Insert SF Open Opprtunity Event-> CRM Open Opprtunity Appintment: Create SF Open Opprtunity Task -> CRM Open Opprtunity Task: Create SF Open Opprtunity Task -> CRM Open Opprtunity Task: Update/Insert SF Open Opprtunity Task Attachment -> CRM Open Opprtunity Task Attachment: Create SF Open Opprtunity Task Attachment -> CRM Open Opprtunity Task Attachment: Update/Insert Clsed Opprtunity SF Clsed Opprtunity -> CRM Clsed Opprtunity: Create SF Clsed Opprtunity -> CRM Clsed Opprtunity: Update/Insert SF Clsed Opprtunity Attachment -> CRM Clsed Opprtunity Attachment: Create SF Clsed Opprtunity Attachment -> CRM Clsed Opprtunity Attachment: Update/Insert SF Clsed Opprtunity Nte -> CRM Clsed Opprtunity Nte: Create SF Clsed Opprtunity Nte -> CRM Clsed Opprtunity Nte: Update/Insert SF Clsed Opprtunity Event -> CRM Clsed Opprtunity Appintment: Create SF Clsed Opprtunity Task -> CRM Clsed Opprtunity Task: Create SF Clsed Opprtunity Task -> CRM Clsed Opprtunity Task: Update/Insert SF Clsed Opprtunity Task Attachment -> CRM Clsed Opprtunity Task Attachment: Create SF Clsed Opprtunity Task Attachment -> CRM Clsed Opprtunity Task Attachment: Update/Insert Fr mre infrmatin abut the maps in this StarterPak, see StarterPak Maps n page 33. By default, a check is perfrmed fr each related entity, such as Accunt, Cntact, r Owner. If nne is fund, the Opprtunity is nt created and a Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online

32 Cnfiguring The Scribe Online Slutins custm errr is returned. StarterPak: Salesfrce T Dynamics CRM Online Versin

33 Cnfiguring The Scribe Online Slutins Ntes And Attachments This StarterPak prvides maps fr migrating the Ntes and attachments assciated with the higher-level entities, such as Lead, Cntact, Opprtunity, and Accunt. The maps are cntained in the XML file fr the higher level entity. Ntes And Attachments If yu perfrm an update when yu have mre than ne recrd in Salesfrce with the same match field, the last recrd prcessed by Scribe Online is what migrates t Dynamics CRM. Nte match field is Dynamics CRM Nte Subject matched t Salesfrce Nte Title. Attachment match field is Dynamics CRM Attachment Filename matched t Salesfrce Attachment Name. Events And Meeting Requests This StarterPak prvides maps fr migrating Salesfrce Events & Meeting Requests t Dynamics CRM Appintments assciated with the higher-level entities, such as Lead, Cntact, Opprtunity, and Accunt. The maps are cntained in the XML file fr the higher-level entity. The StarterPak enables yu t create ne-time and recurring appintments in Dynamics CRM. It als enables yu t assciate invitees f type User, Lead, r Cntact that already exist in Dynamics CRM with an Event. Because the StarterPak des nt migrate Resurces, Resurce invitees are nt supprted. Recurring all-day events are nt supprted. One-time appintments and recurring appintments where all ccurrences are in the past are intentinally excluded. This StarterPak migrates recurring appintments frm Salesfrce by creating a recurring appintment in Dynamics CRM with the series settings frm Salesfrce. Edits t individual Salesfrce Appintments r Events within the series are nt migrated t Dynamics CRM. Recurring Appintments are created based n the Dynamics CRM rules, including expansin rules. By default, Dynamics CRM nly creates recurring appintments fr three mnths in the past and fifteen appintments in the future. Fr mre infrmatin see Dynamics CRM dcumentatin. There are n Update/Insert maps fr Events r Meeting Requests. Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online

34 Cnfiguring The Scribe Online Slutins Tasks And Task Attachments This StarterPak prvides maps fr migrating Salesfrce Tasks and Attachments t Dynamics CRM Tasks and Attachments assciated with the higher-level entities, such as Lead, Cntact, Opprtunity, and Accunt. The Task, Lg a Call, and Send an entities, which are cnsidered Tasks in Salesfrce, are included. The maps are cntained in the XML file fr the higher-level entity. This StarterPak excludes cmpleted Tasks. Additinally, Salesfrce has the cncept f a recurring task, but Dynamics CRM des nt. When a recurring task is migrated frm Salesfrce t Dynamics CRM, a single task fr each ccurrence in the series is created in Dynamics CRM. Attachments assciated with Tasks in Salesfrce are migrated t Dynamics CRM as a Nte with an Attachment related t the assciated entity. Fr example, if a Task with an Attachment is assciated with a Cntact in Salesfrce, a Nte with an Attachment is created n the related Cntact in Dynamics CRM. Map Prcessing Order After yu decide which maps yu plan t implement, yu must determine the apprpriate rder fr running them. Several f the maps are dependent n specific data already existing in yur Dynamics CRM rganizatin as a result f having run a previus map. Fr example, mst maps depend n the Scribe External Id field n the users in Dynamics CRM being ppulated with the crrespnding user ID frm Salesfrce. Scribe recmmends migrating a specific entity and reslving any errrs befre mving n t the next. This minimizes the errrs received fr dwnstream, dependent entities. By default, the Schedule fr all maps is set t run On Demand. If yu chse t schedule maps t run at a different interval, yu must knw the time it takes fr each map t prcess t minimize the errrs received fr the dependent entities, in case the dependencies d nt yet exist in yur Dynamics CRM rganizatin. In general, maps shuld be prcessed in the fllwing rder: SF -> CRM Users SF -> CRM Accunts SF -> CRM Leads (cnverted and/r uncnverted) SF-> CRM Cntacts StarterPak: Salesfrce T Dynamics CRM Online Versin

35 Cnfiguring The Scribe Online Slutins SF -> CRM Price Bk t Price List SF -> CRM Prducts (active and/r inactive) SF -> CRM Price Bk Entries t Price List Entries SF-> CRM Opprtunities (pen and/r clsed) Ntes & Attachments Events Tasks Task Attachments Dependencies Entity Requires Required By May Require May Be Required By Users Accunts Leads Cntacts Opprtunities Attachments Events Tasks Accunts Users Accunt Ntes Accunt Attachments Accunt Appintments Accunt Tasks Accunt Task Attachments Cntacts Leads Users Lead Ntes Lead Attachments Lead Appintments Lead Tasks Lead Task Attachments Accunts Leads Opprtunities Cntacts Opprtunities Cntacts Users Cntact Ntes Leads Accunts Cntact Attachments Opprtunities Cntact Appintments Cntact Tasks Cntact Task Attachments Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online

36 Cnfiguring The Scribe Online Slutins Entity Requires Required By May Require May Be Required By Price Bk PriceList Entries Prducts Prducts Price List Entries Price Bk Price Bk r Price List Entries Price Bk r Price List Prduct Opprtunities Users Opprtunity Ntes Ntes, Attachments Events Tasks Task Attachments Parent entity, such as Cntact Users Parent entity, such as Cntact Users Parent entity, such as Cntact Parent entity, such as Cntact Parent Task Attachments Appintments Tasks Task Attachments Task Attachments Price List Leads Cntact Accunts Prduct Price List Price List Entries Users Leads Cntacts (invitees) Opprtunities Opprtunities Opprtunities StarterPak: Salesfrce T Dynamics CRM Online Versin

37 StarterPak Maps StarterPak Maps This sectin prvides details abut the maps included in this StarterPak. Fr mre infrmatin n the specific field mappings, review the maps in Scribe Online. User Maps SF -> Text User Id Generates a text file that cntains the Salesfrce User Id and Full Name. CRM -> Text User Id Generates a text file that cntains the Dynamics CRM User ID and Full Name. SF User -> CRM User Update Updates the Dynamics CRM User with the crrespnding Salesfrce User ID. Use this map fr Dynamics CRM Online. SF User -> CRM User: Create (On-Premise Only) Creates a User in Dynamics CRM frm a Salesfrce user. The user must exist in Active Directry prir t executing this map. Accunt Maps SF Accunt -> CRM Accunt: Create Creates an Accunt in Dynamics CRM frm an Accunt in Salesfrce, including the Billing and Shipping Addresses. SF Accunt -> CRM Accunt: Update/Insert Creates r updates an Accunt in Dynamics CRM frm an Accunt in Salesfrce, including the Billing and Shipping Addresses. SF Accunt Attachment -> CRM Accunt Attachment: Create Creates an Accunt Attachment in Dynamics CRM frm an Accunt Attachment in Salesfrce. SF Accunt Attachment -> CRM Accunt Attachment: Update/Insert Creates r updates an Accunt Attachment in Dynamics CRM frm an Accunt Attachment in Salesfrce. SF Accunt Nte -> CRM Accunt Nte: Create Creates an Accunt Nte in Dynamics CRM frm an Accunt Nte in Salesfrce. SF Accunt Nte -> CRM Accunt Nte: Update/Insert Creates r updates an Accunt Nte in Dynamics CRM frm an Accunt Nte in Salesfrce. SF Accunt Event -> CRM Accunt Appintment: Create Creates an Accunt Appintment in Dynamics CRM frm an Accunt Event in Salesfrce. SF Accunt Task -> CRM Accunt Task: Create Creates an Accunt Task in Dynamics CRM frm an Accunt Task in Salesfrce. SF Accunt Task -> CRM Accunt Task: Update/Insert Creates r updates an Accunt Task in Dynamics CRM frm an Accunt Task in Salesfrce. SF Accunt Task Attachment -> CRM Accunt Task Attachment: Create Creates an Accunt Task Attachment in Dynamics CRM frm an Accunt Task Attachment Salesfrce. Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online

38 StarterPak Maps SF Accunt Task Attachment -> CRM Accunt Task Attachment: Update/Insert Creates r updates an Accunt Task Attachment in Dynamics CRM frm a Accunt Task Attachment in Salesfrce. Cntact Maps SF Cntact -> CRM Cntact: Create Creates a Cntact in Dynamics CRM frm a Cntact in Salesfrce, including the Mailing Address. SF Cntact -> CRM Cntact: Update/Insert Creates r updates a Cntact in Dynamics CRM frm a Cntact in Salesfrce, including the Mailing Address. SF Cntact Attachment -> CRM Cntact Attachment: Create Creates a Cntact Attachment in Dynamics CRM frm a Cntact Attachment in Salesfrce. SF Cntact Attachment -> CRM Cntact Attachment: Update/Insert Creates r updates a Cntact Attachment in Dynamics CRM frm a Cntact Attachment in Salesfrce. SF Cntact Nte -> CRM Cntact Nte: Create Creates a Cntact Nte in Dynamics CRM frm a Cntact Nte in Salesfrce. SF Cntact Nte -> CRM Cntact Nte: Update/Insert Creates r updates a Cntact Nte in Dynamics CRM frm a Cntact Nte in Salesfrce. SF Cntact Event -> CRM Cntact Appintment: Create Creates a Cntact Appintment in Dynamics CRM frm either a Cntact Event r a Meeting Request in Salesfrce. SF Cntact Task -> CRM Cntact Task: Create Creates a Cntact Task in Dynamics CRM frm a Cntact Task in Salesfrce. SF Cntact Task -> CRM Cntact Task: Update/Insert Creates r updates a Cntact Task in Dynamics CRM frm a Cntact Task in Salesfrce. SF Cntact Task Attachment -> CRM Cntact Task Attachment: Create Creates a Cntact Task Attachment in Dynamics CRM frm a Cntact Task Attachment in Salesfrce. SF Cntact Task Attachment -> CRM Cntact Task Attachment: Update/Insert Creates r updates a Cntact Task Attachment in Dynamics CRM frm a Cntact Task Attachment in Salesfrce. StarterPak: Salesfrce T Dynamics CRM Online Versin

39 StarterPak Maps Lead Maps SF Cnverted Lead -> CRM Cnverted Lead: Create Creates a Lead in Dynamics CRM frm a Lead in Salesfrce, including the Address. SF Cnverted Lead & Cntact -> CRM Cnverted Lead & Cntact: Create Creates a Lead in Dynamics CRM with a State Cde f Qualified and creates the related Cntact in Dynamics CRM. SF Uncnverted Lead -> CRM Uncnverted Lead: Create Creates a Lead in Dynamics CRM frm a Lead in Salesfrce, including the Address. SF Uncnverted Lead -> CRM Uncnverted Lead: Update/Insert Creates r updates a Lead in Dynamics CRM frm a Lead in Salesfrce, including the Address. SF Uncnverted Lead Attachment -> CRM Uncnverted Lead Attachment: Create Creates an Uncnverted Lead Attachment in Dynamics CRM frm an Uncnverted Lead Attachment in Salesfrce. SF Uncnverted Lead Attachment -> CRM Uncnverted Lead Attachment: Update/Insert Creates r updates an Uncnverted Lead Attachment in Dynamics CRM frm an Uncnverted Lead Attachment in Salesfrce. SF Uncnverted Lead Nte -> CRM Uncnverted Lead Nte: Create Creates an Uncnverted Lead Nte in Dynamics CRM frm an Uncnverted Lead Nte in Salesfrce. SF Uncnverted Lead Nte -> CRM Uncnverted Lead Nte: Update/Insert Creates r updates an Uncnverted Lead Nte in Dynamics CRM frm an Uncnverted Lead Nte in Salesfrce. SF Uncnverted Lead Event -> CRM Uncnverted Lead Appintment: Create Creates an Uncnverted Lead Appintment in Dynamics CRM frm either an Uncnverted Lead Event r a Meeting Request in Salesfrce. SF Uncnverted Lead Task -> CRM Uncnverted Lead Task: Create Creates an Uncnverted Lead Task in Dynamics CRM frm an Uncnverted Lead Task in Salesfrce. SF Uncnverted Lead Task -> CRM Uncnverted Lead Task: Update/Insert Creates r updates an Uncnverted Lead Task in Dynamics CRM frm an Uncnverted Lead Task in Salesfrce. SF Uncnverted Lead Task Attachment -> CRM Uncnverted Lead Task Attachment: Create Creates an Uncnverted Lead Task Attachment in Dynamics CRM frm an Uncnverted Lead Task Attachment in Salesfrce. SF Uncnverted Lead Task Attachment -> CRM Uncnverted Lead Task Attachment: Update/Insert Creates r updates an Uncnverted Lead Task Attachment in Dynamics CRM frm an Uncnverted Lead Task Attachment in Salesfrce. Prduct And Pricing Maps SF Active Prduct -> CRM Active Prduct: Create Creates a Prduct in Dynamics CRM with a status f Active frm an active Prduct in Salesfrce. Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online

40 StarterPak Maps SF Active Prduct -> CRM Active Prduct: Update/Insert Creates r updates a Prduct in Dynamics CRM with a status f Active frm an active Prduct in Salesfrce. SF Inactive Prduct -> CRM Inactive Prduct: Create Creates a Prduct in Dynamics CRM with a status f Inactive frm an inactive Prduct in Salesfrce. SF Inactive Prduct -> CRM Inactive Prduct: Update/Insert Creates r updates a Prduct in Dynamics CRM with a status f Inactive frm an inactive Prduct in Salesfrce. SF Price Bk -> CRM Price List: Create Creates a Price List in Dynamics CRM frm a Price Bk in Salesfrce. Only Salesfrce Price Bks that are set t active and are nt deleted create a price list in Dynamics CRM. If there are Prduct Price bk entries n an inactive Price Bk when migrating t Dynamics CRM, thse entries fail with the fllwing errr: The CRM price list was nt fund. SF Price Bk -> CRM Price List: Update/Insert Creates r updates a Price List in Dynamics CRM frm a Price Bk in Salesfrce. SF Price Bk Entry -> CRM Prduct Price List: Create Creates a Prduct Price List entry in Dynamics CRM frm a Price Bk entry in Salesfrce. SF Price Bk Entry -> CRM Prduct Price List: Update/Insert Creates r updates a Prduct Price List entry in Dynamics CRM frm a Price Bk entry in Salesfrce. Opprtunity Maps SF Open Opprtunity -> CRM Open Opprtunity: Create Creates an pen Opprtunity in Dynamics CRM frm an pen Opprtunity in Salesfrce. SF Open Opprtunity -> CRM Open Opprtunity: Update/Insert Creates r updates an pen Opprtunity in Dynamics CRM frm an pen Opprtunity in Salesfrce. SF Open Opprtunity Attachment -> CRM Open Opprtunity Attachment: Create Creates an Open Opprtunity Attachment in Dynamics CRM frm an Open Opprtunity Attachment in Salesfrce. SF Open Opprtunity Attachment -> CRM Open Opprtunity Attachment: Update/Insert Creates r updates an Open Opprtunity Attachment in Dynamics CRM frm an Open Opprtunity Attachment in Salesfrce. SF Open Opprtunity Nte -> CRM Open Opprtunity Nte: Create Creates an Opprtunity Nte in Dynamics CRM frm an Open Opprtunity Nte in Salesfrce. SF Open Opprtunity Nte -> CRM Open Opprtunity Nte: Update/Insert Creates r updates an Opprtunity Nte in Dynamics CRM frm an Open Opprtunity Nte in Salesfrce. SF Open Opprtunity Event -> CRM Open Opprtunity Event: Create Creates an Opprtunity Event in Dynamics CRM frm an Open Opprtunity Event in Salesfrce. SF Open Opprtunity Task -> CRM Open Opprtunity Task: Create Creates an Open Opprtunity Task in Dynamics CRM frm an Open Opprtunity Task in Salesfrce. StarterPak: Salesfrce T Dynamics CRM Online Versin

41 StarterPak Maps SF Open Opprtunity Task -> CRM Open Opprtunity Task: Update/Insert Creates r updates an Open Opprtunity Task in Dynamics CRM frm an Open Opprtunity Task in Salesfrce. SF Open Opprtunity Task Attachment -> CRM Open Opprtunity Task Attachment: Create Creates an Open Opprtunity Task Attachment in Dynamics CRM frm a Open Opprtunity Task Attachment in Salesfrce. SF Open Opprtunity Task Attachment -> CRM Open Opprtunity Task Attachment: Update/Insert Creates r updates an Open Opprtunity Task Attachment in Dynamics CRM frm an Open Opprtunity Task Attachment in Salesfrce. SF Clsed Opprtunity -> CRM Clsed Opprtunity: Create Creates a clsed Opprtunity in Dynamics CRM frm a clsed Opprtunity in Salesfrce. SF Clsed Opprtunity -> CRM Clsed Opprtunity: Update/Insert Creates r updates a clsed Opprtunity in Dynamics CRM frm a clsed Opprtunity in Salesfrce. SF Clsed Opprtunity Attachment -> CRM Clsed Opprtunity Attachment: Create Creates a Clsed Opprtunity Attachment in Dynamics CRM frm a Clsed Opprtunity Attachment in Salesfrce. SF Clsed Opprtunity Attachment -> CRM Clsed Opprtunity Attachment: Update/Insert Creates r updates a Clsed Opprtunity Attachment in Dynamics CRM frm a Clsed Opprtunity Attachment in Salesfrce. SF Clsed Opprtunity Nte -> CRM Clsed Opprtunity Nte: Create Creates an Opprtunity Nte in Dynamics CRM frm an Opprtunity Nte in Salesfrce. SF Clsed Opprtunity Nte -> CRM Clsed Opprtunity Nte: Update/Insert Creates r updates an Opprtunity Nte in Dynamics CRM frm an Opprtunity Nte in Salesfrce. SF Clsed Opprtunity Event -> CRM Clsed Opprtunity Appintment: Create Creates a Clsed Opprtunity Appintment in Dynamics CRM frm a Clsed Opprtunity Event in Salesfrce. SF Clsed Opprtunity Task -> CRM Clsed Opprtunity Task: Create Creates a Clsed Opprtunity Task in Dynamics CRM frm a Clsed Opprtunity Task in Salesfrce. SF Clsed Opprtunity Task -> CRM Clsed Opprtunity Task: Update/Insert Creates r updates a Clsed Opprtunity Task in Dynamics CRM frm a Clsed Opprtunity Task in Salesfrce. SF Clsed Opprtunity Task Attachment -> CRM Clsed Opprtunity Task Attachment: Create Creates a Clsed Opprtunity Task Attachment in Dynamics CRM frm a Clsed Opprtunity Task Attachment in Salesfrce. SF Clsed Opprtunity Task Attachment -> CRM Clsed Opprtunity Task Attachment: Update/Insert Creates r updates a Clsed Opprtunity Task Attachment in Dynamics CRM frm a Clsed Opprtunity Task Attachment in Salesfrce. Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online

42 Additinal Ntes And Knwn Issues Additinal Ntes And Knwn Issues When yu mdify the maps in this StarterPak, keep the fllwing infrmatin in mind. Custmize Maps This StarterPak is designed t be flexible in a variety f business use cases. Yu may need t mdify the maps t supprt yur specific business prcess: Open any map that yu intend t use and recnnect the surce and target cnnectins t use yur Salesfrce and Dynamics CRM cnnectins. Expand the map and review filters and field mappings n all blcks t determine if the values r frmulas are what yu need fr yur rganizatin. T map any additinal custm fields, verify that these fields are accessible in yur field listing by clicking Reset Metadata fr any applicable cnnectin. CSV File Errrs When yu review the CSV lkup files, if yu enter invalid Salesfrce r Dynamics CRM data, the fllwing type f errr ccurs when the map executes: Operatin failed. Label: Create CRM Accunt, Name: accuntcreate, Message: Unable t frmat the data "InvalidCRMvalue" fr accunt.industrycde. Input string was nt in a crrect frmat. Fr infrmatin n reviewing the CSV files in this StarterPak, see Review CSV Files n page 7. StarterPak: Salesfrce T Dynamics CRM Online Versin

43 Additinal Ntes And Knwn Issues Updates T Recurring Appintments While the StarterPak des nt include maps fr updating recurring appintments, the fllwing issues may ccur when ding s. Subsequent Updates Nt Supprted Yu can nly perfrm ne update t a Recurring Appintment. Existing Recurring Appintments are identified by verifying that a recurring appintment exists with a Scribe External Id matching the ID f the Salesfrce Event yu are migrating. On the first update, Dynamics CRM replicates the Recurring Appintment recrd, including the Scribe External Id. On subsequent updates, mre than ne recrd with a Scribe External Id matching the Salesfrce Event ID is returned and an errr ccurs. Preventing Replicatins T prevent Dynamics CRM frm replicating the Recurring Appintment fr appintments with n actual changes, mdify the default prcessing in the Query blck t prcess nly recrds that have been updated since the map was last run. Versin 1.0 StarterPak: Salesfrce T Dynamics CRM Online