Migrate Adxstudio portals to Dynamics 365 Portals

It’s been a more than a month since legacy Adxstudio portals support officially ended.  Many customers and partners are still using Adxstudio Portals and yet to migrate to Dynamics 365 Portals or its short-term alternatives( Microsoft Open Source Portals, xRM Portals Community Edition).

As there are multiple Portals available, there is always a question on which one to migrate to, we currently have 4 different versions of Portals:

    • Dynamics 365 Portal Capabilities is the only viable long-term option, it’s Dynamics 365 Online dependent and only available as Software as a Service solution. This is the version you want to be using.
    • Microsoft Open Source Portals is the 8.3 version of Dynamics 365 Portals, it’s completely open sourced and released under MIT license. This is a one-time release and no future bug fixes, updates or patch will be provided. It is suited as a stepping version before upgrading to CRM Portals. I wouldn’t recommend being on this version unless you and your team has an in-depth understanding of the Portals and can self-support.
    • xRM Portals Community Edition is the githubbed version of Microsoft Open Source Portals, it is hosted by KPMG Adoxio and supported by Adoxio and Portals community, This is the version for customers or Partners who need sometime before moving to Dynamics 365 online or are waiting for new releases/features on Dynamics 365 Portals. This is not an on-premises option for Dynamics Portals but a short-term interim self-hosted option.
    • Adxstudio Portals, Though the support for Adxstudio Portals has ended, if you happen to have a perpetual license you may continue to use the product knowing it’s not supported.

The only long-term option is to upgrade to Dynamics 365 Portals. Dynamics 365 Portals and AdxStudio Portals don’t have same Portal website offering, some of the key differences are:

Migrate Dynamics 365 Notes Attachments to SharePoint

Quite often we run across a Dynamics 365 implementation where not much thought was giving to Document Management while implementation, resulting in user using Notes(Annotation) entity for document management.

Notes do offer a lightweight solution for managing and uploading documents to related record but it lacks the capabilities of a full-fledged document management capabilities. Notes are also stored in CRM database, storing documents as notes could easily become a costly endeavor considering Dynamics 365 storage cost. Jukka Niiranen has written a great blog on file storage and disadvantages of using Notes/Annotation.

The first step to transition from using CRM Notes to SharePoint for document management is migrating existing documents from Notes to SharePoint. This may seem like a daunting task but could easily be accomplished using SSIS package for migration.

I have an SSIS starter project on GitHub which illustrates the migration for notes related to Case entity, It could be easily configured to migrate notes related to any other entity.

SSIS by itself doesn’t provide capabilities to connect with Dynamics 365, for this, we use a third-party connector like KingswaySoft or CozyRoc, in below example we are using KingswaySoft connector, license and pricing details could be found here. Kingsway does provide the developer license free of cost.

Continue reading “Migrate Dynamics 365 Notes Attachments to SharePoint”

Microsoft Dynamics 365 & Integrations

In today’s business, it’s key to have Unified systems and process. Often businesses struggle to integrate enterprise data across their ever-growing number of applications and systems, resulting in applications which are meant to help but actually harm productivity.

Disconnected systems often overload employees with much of the painstaking work of searching data, data entry, data processing, and business analysis, and in some cases, data synchronization is manual and the onus of data integrity across systems will fall to employees.

When businesses invest in digital transformation projects to improve efficiency and gain a competitive edge, they have to plan on how new systems and apps will interact with each other. Burdening their employees with the task of manually migrating data between various systems easily counteracts any ROI.

Almost every Microsoft Dynamics 365 Implementation requires some level of Integration in real or near real time with other systems. At first, Microsoft Dynamics integration may seem like a daunting task but there are a lot of tools by Microsoft and ISV’s which makes it easier, Let’s dive in and look into some of the key options which have almost become industry standards for Dynamics 365 Integrations.

Continue reading “Microsoft Dynamics 365 & Integrations”