Tagged Content List

Moving from an Office 365 tenant to a new one

Dear All, Our company is acting as a subsidiary within a company holding (including several companies). Within this holding we are using one common Office 365 tenant for all companies. The holding has 2 production CRM Online organizations (one is ours, other belongs to another subsidiary). This year...
Forum Thread | on 10 Nov 2015 by Zoltan

Moving Instance to a new Tenant

Hi, Is there a way to simply move an instance of CRM from one tenant to another, without the need to export from the old tenant and import to the new? Thanks.
Forum Thread | on 4 Nov 2015 by JDMCRM

RE: CRM Data Import

Hi Aiden and HIMBAP, Thanks a lot for helping me by giving suggestions. But I don't want to spend on data migration tool. So I tried out of box data import and some of importing data doesn't have unique key name for lookup mapping. But today I've found a way to do it and I even wrote a...
Forum Reply | on 3 Nov 2015 by Ye Myint Win

Migrating form crm online to crm on premise 2015

Hi, I want to migrate all my organization from crm online to crm on premise 2015. I installed microsoft dynamics crm on premise. What is the best practices and what are the steps for migrating all solutions, users, custom views... ? I noticed that in crm 2015 on premise there is no possibility...
Forum Thread | on 30 Oct 2015 by Mounir

CRM 2013 IFD to 2015 IFD Migration

Dear All I am currently in the process of testing the migration of CRM 2013 on premise IFD to 2015 IFD on premises This is a migration to new servers rather than an in place upgrade However i am wanting to test the IFD of the 2015 before we go live so just wondering what peoples experience...
Forum Thread | on 21 Oct 2015 by Karkan

Merging CRM Online Tenants

Hi there, I have a client that currently has a trial instance of CRM Online that they would like to move over to another pre-existing tenant. What is the process to do this? Is Microsoft able to do this by just creating a ticket? Appreciate the advice. Thanks.
Forum Thread | on 28 Sep 2015 by CHold

Migration tool from SalesForce to CRM 2015

Hi, any recommendations on good reliable migration tool from Sales Force to Dynamics CRM 2015? Mostly needed for extracting files from Sales Force and insert them into CRM 2015. Preferable a free tool. Thanks.
Forum Thread | on 18 Sep 2015 by Cloud9

CRM 2015 and SharePoint 2010

I am currently running CRM 2013 w/ SharePoint 2010 integration using the 2013 List Component. I am in the process of planning my upgrade to CRM 2015 and have read conflicting reports about the continued support for the List Component in CRM 2015 Update 1. I am not in any rush to update my SharePoint...
Forum Thread | on 11 Sep 2015 by Joe Dubs

Which tool can we use to get UML model of CRM DYnamics?

Hi everybody, I need to recreate properly an environment of client. My client has many dev environments and at the same time many UnManaged and Managed solutions which are mixed. So something interesting can be to know "UML" model in order to recreate properly all components. ...
Forum Thread | on 9 Sep 2015 by Dseydou Services

Configure multiple CRM servers with ADFS

I am planning my upgrade/migration from 2013 to 2015 and am wondering if I am able to do all the 'prep' work ahead of time (i.e. configure claims-based auth and IFD) and then all I have to do when I'm ready to flip the switch is just import the org and update the DNS to point to the new server...
Forum Thread | on 1 Sep 2015 by Joe Dubs

Migrating data using SDK tool- Missing data

I am migrating data from on premise 2013 to online 2015. I have used the tool to do what was required and it works very well. However I am having issues, all my opportunities have come in as Won, fields are missing with revenue/price figures and closed dates of the opportunities. In some cases I have...
Forum Thread | on 7 Jul 2015 by jyotiraju

Migration of data from online 2013 to on premise 2015 3 ways!

I am migrating data (not a lot) from on premise 2013 to online 2015. However after reading some articles it suggests to either use SDK Migration tool: which focuses on exporting customisations Scribe: which is more for heavy data and is expensive Upgrading 2013 on premise to 2015 and then moving...
Forum Thread | on 2 Jul 2015 by jyotiraju

CRM 2011 on-premise migration to CRM Online

We are exploring migration of CRM 2011 on-premise to CRM online. Reasons include feature upgrade, mobile support, multi-client support (now only IE). We are an E3 customer and are also interested in future linkage with CRM/SP Online. We are now spending far too much time on rollups and Outlook client...
Forum Thread | on 30 Jun 2015 by ara

Reading referenced values from search-field

Hey guys, I'm sorry for the wording of the topic but I don't know how to explain it short. So as as story: I try to migrate every written and received email from CRM 2011 to CRM 2013. The export runs smoothly and everything looks fine. But the import fails due to duplicates in accounts...
Forum Thread | on 22 Jun 2015 by Florian Adler

Security Roles from 2011 to 2015

Hi, You can't export solutions from CRM 2011 and import them in 2015, so does this mean you have to set up security roles manually in 2015? Is there no alternative to doing this manually? Thanks.
Forum Thread | on 16 Jun 2015 by JDMCRM

Mapping Contacts to Duplicate Accounts

Hi, I raised this issue last week and thought I had it resolved, but I'm still encountering problems. I have a number of duplicate account names within my data (e.g. 'Account1' x 15), and I'm trying to map my contacts to the correct account. In order to differentiate between the...
Forum Thread | on 15 Jun 2015 by JDMCRM

Duplicate Lookup Reference Was Found

Hi guys, I have an issue where a CRM system I'm looking at has over 4000 accounts, and they have named the different stores for each organisation all under the same name. e.g. John's Motors has 40 stores all in different locations and the account name for all 40 stores is "John's...
Forum Thread | on 12 Jun 2015 by JDMCRM

Migrating Email activities from CRM 4.0 to CRM Online

Does anyone know what is the best practice for export email activities from Microsoft CRM 4.0 to Microsoft CRM Online? I've been using the Import Wizard for the main entities and that's all worked well - however, I cannot seem to be able to import emails from its download template. Is there...
Forum Thread | on 20 May 2015 by Chris Vine