Introduction:

CRM SDK provides a data migration tool/application called “DataMigrationUtility” which allows simple data migration from one CRM environment to another CRM environment.

Prerequisite:

  1. Microsoft Dynamics CRM.
  2. CRM SDK

Purpose of the set up

Our goal is to migrate accounts from one Online CRM environment to another CRM environment.

Steps:

  1. Open CRM SDK folder and run ‘DataMigrationUtility’ application.
    Path: SDK\Tools\ConfigurationMigration

  • Click on Create Schema. You’ll be asked to log in to your source CRM system.

  • Select the solution, entity and fields. Then click ‘save and export’, this will save a XML schema file.

  • To export data: select XML file created in the above steps and create a file to save the data (zip file); then click Exportdata.
    1. Click exit after successful export of data.

  • To import data: Click on Import data and then continue.
    1. Login to your target system.

  • Select Zip file which was created in the above steps.

  • Click on Import data

  • Error logs can be viewed from Logs stored.


 

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