# Bulk Migration Job

**Bulk Migration Job** Entity enables users to configure the bulk movement of the attachments from CRM to the configured cloud storage and also it shows the details and status of the **migrating Email Body Content, Activity/ Notes/ Sales Literature Attachments.**

{% hint style="info" %}
**Note:**

* It is necessary to assign Attach2Dynamics Administrator/Attach2Dynamics User Security role to use bulk migration Job.
* Users are advised to do the migration during off-business hours for minimum interruption as there may be bulk of data to be moved.
* Only the Entities where the Attachment Action is defined as Move or Copy in the Entity Configuration will be considered for Bulk Migration.
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You will have to fill in the following details while configuring the **Bulk Migration Job.**

1. **General**

In this section, define the **Activity/Note/Sales Literature** attachments along with the period that you want to move to the cloud storage.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fv3I1uqCuOEHKfG0mdsk8%2FBulk%20Migration-%20slide%2022.png?alt=media&#x26;token=cc93bf32-9146-443c-ab7b-4a2406f29cb5" alt="Bulk Migration Job"><figcaption></figcaption></figure>

Likewise, for the Bulk Migration Job of Email Body Content, select the cloud storage, schedule the date, and select the period for which you would like to migrate.

1. **For ?:** This specifies whether we are doing Bulk Migration for Notes, Activities, Sales Literature, or Email Body Content.
2. **Connector:** In this field, we specify the connector support i.e. SharePoint, Dropbox, or Azure Blob Storage.
3. **Schedule Date:** The scheduled date keeps track of the date from which the migration job will start.
4. **Attachment Action:** In this field, we specify the action ie. Copy or Move.
5. **Operator:** In this field, we specify the period for which we have to migrate Note/Email Attachment/Sales Literature Attachments to cloud storage. Here, X represents the numerical value. For e.g. Last 10 days, Last 3 weeks, etc. where the number 10 and 3 specifies the Value.
   1. **Last X Days:** Specify data of how many(X) days have to be migrated to cloud storage.
   2. **Last X Weeks:** Specify data of how many(X) weeks have to migrate to cloud storage.
   3. **Last X Months:** Specifies data of how many(X) months have to be migrated to cloud storage.
   4. **Last X Years:** Specifies data of how many(X) years have to be migrated to cloud storage.
   5. **Older Than:** This moves all the Notes/Email attachments prior to and inclusive of the date to cloud storage.
   6. **Custom:** This specifies the period Process From date to Process Till date between which the data is to be moved to cloud storage.

{% hint style="info" %}
**Note:** The Notes and Sales Literature Attachments will be moved to their corresponding record folder. Email attachments and Email Content will move to a common folder named Email Attachment or Regarding Folder.
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2. **Information**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F90owhhu2ay82jYpotFi7%2Fa2d-75.png?alt=media&#x26;token=1cd791d2-1e0e-4738-8515-2afcb4e2c139" alt="Bulk Migration Job"><figcaption></figcaption></figure>

The next tab is Information which comprises the details of processed records.

1. **Total Records Processed:** Total number of Email Body Content/ Activity/ Notes/ Sales Literature Attachments that are processed.
2. **Total Succeeded Records:** Total number of records that have successfully migrated to cloud storage.
3. **Total Ignored Records:** Number of records that were ignored.
4. **Total Failed Records:** Total number of records that failed in the process of migration.
5. **Total Succeeded Size (KB):** The size of records that were moved to cloud storage. This tells the Dynamics 365 CRM user how much space he has freed from the CRM.
6. **Total Ignored Size (KB):** This is the size of files that were ignored while migrating to cloud storage.
7. **Total Failed Size (KB):** Size of failed files while uploading to cloud storage.

{% hint style="success" %}
For any queries, reach out to us at <crm@inogic.com>
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