CRM Data Migration tool

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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