For a data migration from Microsoft Dynamics to Dealcloud, we need an expert in MS Dynamics Online to create the email attachments migration report.
Expert in Microsoft Dynamics Online (3-5 years).
Expert of data export with MS FetchXML (XML Data)
Expert in MS Excel (.CSV)
Very good knowledge with XRM Toolbox or similar data extraction tools.
Very good knowlege with database querys
Export defined attributes (list of required attributes will be provided by us).
Join query so that only "Investor Yes" accounts data is exported
Direct contact with the programmer of Connection Software for attachments extraction.
Report must contain links to email attachments that refer to Sharepoint libiary. (All in one column and separated with ; )
Project duration: 2-4 days