How to perform data migration in Dynamics CRM?

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Posted on by Joel D

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Hi,

in the event that a company is moving its business from one system to CRM on the cloud, what does "data migration" basically means, and how is it performed?

Can you please provide some examples or tutorials with steps and screens, if any?

Thanks

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Nya 29,060 on at

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Hi Joel,

Please refer to the following doc to know more about how to migrate data with DataMigrationUtility.exe tool between two environments.

Create a schema to export configuration data - Power Platform | Microsoft Docs

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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Bipin D365 28,983 Moderator on at

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Hi,

If data is less then you can use OOB data export/Import feature - docs.microsoft.com/.../import-accounts-leads-other-data

If data is more and involve complex business logic then you should consider using Kingsway software for data migration - www.kingswaysoft.com/.../ssis-integration-toolkit-for-microsoft-dynamics-crm

You can also write Custom utility using C# and CRM SDK to migrate your data.

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Joel D 363 on at

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Hi,

Thank you for your answers.

Do all these methods apply to Dynamics CRM on cloud too?

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Nya 29,060 on at

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Hi Joel,

Have you followed this product? If you plan to migrate data from the on-premises version to the Cloud, it may help you.

Migration Program | Microsoft Dynamics 365

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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