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We need to transfert our Dynamics 365 instance from one tenant to another.
Our current Microsoft support partner says that we need to rebuild a complete Dynamics 365 instance from scratch in the new tenant and migrate the data, which will of course cost several thousands of euros.
Though, I searched on the internet and found out there might be another technical solution: moving the instance from one tenant to the other, along with all the data it contains.
There seems to be people who managed to get Microsoft proceed with this way of dealing with the problem:
“There is no export and import and you should not accept that as a solution from MS. I am also not changing a tenant from one type to another. I have subscribed to a completely new, separate tenant, and my CRM instance will simply be associated with the new tenant instead of the old one. This does not require a true data migration because in fact it's just a question of which Office 365 tenant a particular CRM instance is associated with.”“This has now completed, and it went off without a hitch. The CRM support person notified me that the transfer had been done at the agreed-upon date and time, and I went in and looked and found my production instance at the new tenant and everything within the instance was exactly as before. So - no data migration, just some user security and billing changes.”
This solution seems ideal to me, but I cannot get my Microsoft support partner information about the feasibility of this procedure, and it seems to be complicated to contact Microsoft (France, in my case) directly.
Hence my question: has someone already encountered this need and/or used this solution?
Thanks a lot for your support.
Microsoft should be able to help you out here directly, they can move your CRM instance from one tenant to another, though it is not a very common request. Depending on which engineer picks up your request, it might take a few internal escalations first to get the ball rolling.
You don't need to wait for your Microsoft Partner to get this started, you can contact Microsoft and more specifically Dynamics 365 support directly via this page: https://admin.dynamics.com/ - as long as you are a Global Administrator or Dynamics 365 Service Administrator in your Office 365 tenant.
If the previous link doesn't work for you, try https://getsupport.azurewebsites.net?Origin=Dynamics365 - fill in a question like "Move Dynamics 365 to different tenant" and click 'Get help' for it to search the knowledge base, then skip over the articles and use the "Email us" or "Let us call you" options to continue.
Alternatively, you can also opt to approach a different Microsoft Partner if your current one isn't willing to help you (which is really their job) but, that might cause some friction, depending on the quality of your relation. This suggestion doesn't make me very popular but, it's important that you are being helped properly by the Microsoft Community.
Firstly, thanks a lot for your prompt answer.
I opened a case yesterday evening though the link you provided and a Dynamics Support Engineer from Microsoft already contacted me this morning!
We are still discussing the subject, but for the moment, he seems to say this procedure can indeed be done and can even be scheduled if needed in no more than 3 days from now.
I will keep you up to date, but this looks very positive.
Thanks again for the confirmation (and link) you provided.
Any time! Here to help :-)
we are also planing to move Dynamics 365 Instance from one tenant to another tenant.
1) Is your Instance moved successfully by MS support team?
2) Can you tell us what are the steps need to follow at our end for moving instance from one tenant to another
Thanks in advance
We have not performed the migration yet.
As a matter of fact, the procedure changed on Microsoft side as the licenses were previously migrated along with the D365 instance and it is not the case anymore.
As a consequence, for internal reasons, we have postoned the migration in order to manage different issues related to licensing.
I will give an update as soon as the migration will be done as it is still planned later on.
Yes, this is possible. Create a support ticket with Microsoft and they should be able to help you.
Make sure it is not 9.0 version as Microsoft support this tenant to tenant org move only till 8.2 and after 9.0 version as of now there is no way to move the orgs to different tenant . You can still double check on a support ticket.
Can you tell if tenant to tenant migration of v.9 will be available after new releases this autumn?
The migration is over now.
To remain on the safe side, we updated the sandbox instance as the exact copy of the production instance and started by asking a migration only of the sandbox instance. This was a good move as the information given to us in order to prepare the user mapping csv file was not correct and some users were not in the file we provided and so they ended up not mapped at all (records were linked to users with the same name, but not the existing users).
Be careful too: even the users in the mapping file were not mapped straight away. I cannot tell if they forgot during the migration or if, as they say, some time was needed for the users to get synchronized, but we had to wait a few days. My guess is that they forgot and then fixed the issue when I raised it.
NB: There was a misunderstanding at some point regarding the migration of the users. Final point is: the users are mapped, but no Office 365 data (mails, appoitments, etc.) related to these users is moved / migrated.
Then we asked for the migration of the production instance and everything went fine, except they started the migration at 5.30 pm local time instead of the requested 8.00 pm local time! You can guess it can be a bit surprising when users are still working.
All along the process, the Microsoft guy in charge of my request was available and quick to answer. It was the same when I opened the second case for the second instance.
In the end, our instances were moved to the new tenant and everything is up and running now.
Just go to this page and fill in your request and everything should be handled:
What was the version you managed to migrate? I was told by the support tenant to tenant transfer is not available for v9..
I was not in version v9 yet. It was 8.2.
This feature is now available for V9.0
Thanks Prabhat! There are prerequisites:
• The migration can take up to 1 day to complete depending on the size of the data.
• The source and destination org must be in the same Geo. Geo to geo is not supported in V9. ( Most important point to begin with T2T migration )
• At least one Tenant should be enabled with Multi Geo feature.
• One sandbox instance must be available in source tenant, if not available please let me know
• Initially data will be migrated to Sandbox instance for testing purpose, if everything looks good then migration will be taken care in PROD
• Plugins in SystemUserBase table
• Check if there are plugins registered in the SystemUserBase table based on this query
• If there are plugins registered, disable the plugin
• Licensing in the new tenant must be setup for the user in the mapping table
Please let me know if you have moved your D365 instance from one tenant to another. What are the steps you followed at your end. Did you face any issues or challenges regarding the same.
Thanks in advance for your response.
Hi Sopho Ch, thank you for your contribution to this subject.
Maybe you can help me one step further. I am looking into the move of a CRM Organization between tenants. But I do not understand the prerequisite regarding the 'plugins in the SystemUserBase'. Is this a requirement (or) inversed - this should not be the case (the latter would make most sense I guess)?
And how/when would this occur when using normal assemblies and normal plugin steps?
Thank you in advance.
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