Logo
Case Studies Banner

Power Automate

Migrate data from Contract to Entitlement

The Challenge

The Contract, Contract Line, and Contract Template entities are deprecated and will not be supported from April 1, 2022. They will be removed in a future major release of Dynamics 365. This functionality has been replaced by entitlements in Unified Interface. In the Classic interface, the client wasn’t able to use the functionalities related to Contract. So, we decided to move the data from Contract, Contract Line, and Contract Template entities to the Entitlement and Entitlement Template entities. But some of the records weren’t getting imported due to duplicate data using OOTB Import data tool of D365 CRM.

The Solution

We created an On-Demand Power Automate Flow in which we fetched the data by filtering with unique GUIDs and then inserted it into the Entitlement and Entitlement Template entities. This helped to avoid errors of duplicate data entries easily and quickly with a no-code solution. Moreover, some of the data weren’t required to be migrated based on some conditions. This was also done easily with the Condition component of Power Automate.

Would you like to digitize your business and put it on the cloud?
Do you need clear, concise reports for your organization?