Data Migration of Quote and Quote Product – few key points (Dataverse/Dynamics 365/ SSIS)
The article discusses some key points to consider when migrating Quote and Quote Product records in Dataverse/Dynamics 365 using SSIS. It explains that there are specific statecode and statuscode values for the Quote table, and migrating records with certain statuscodes (such as Won or Closed) can cause errors. The article suggests a step-by-step approach to successfully migrate Quote and Quote Product records, including moving Quote records with a Draft status first, associating Quote Products with the Quote, and then updating the Quote records to an Active status. The article also mentions the CRM Migration Starter Kit as a resource for further guidance.
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