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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Moving customization i...
Microsoft Dynamics CRM (Archived)

Moving customization instance of an organization to another organization.

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Posted on by Community Member Microsoft Employee

Hello Team,

I have created the custom entities and imported data from sql server into the entities in my organization. I created processes which are sending emails automation. Now, I have to move this  instance to another organization. Is it possible in Microsoft dynamics to move the instance to another organization. If yes, then how it can be done. Please suggest me.

Thnaks,

Mukesh Kumar

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Moving customization instance of an organization to another organization.

    Resolved the issue. It was with the crm 2013. My organization is running dynamics crm 2016. So I needed to download CRM 2016 SDK. Thanks Team.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Moving customization instance of an organization to another organization.

    I didn't get an error. But didn't find my organization. I am using dynamics crm 2016 online. I installed crm 2013 on my machine. so the migration tool might have to be 2016. Right?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Moving customization instance of an organization to another organization.

    I have not found my organization from microsoft crm 2013

  • HenryLamborn1 Profile Picture
    HenryLamborn1 120 on at
    RE: Moving customization instance of an organization to another organization.

    Can you please provide details of the error? (Log or error message text)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Moving customization instance of an organization to another organization.

    Hi David,

    I am getting an error while exporting the solution. I am the system admin. Please suggest me.

  • David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Moving customization instance of an organization to another organization.

    There are two main options:

    1. Export and import the customisations. This can include the customisations and processes, but not the data. It adds these to the destination organisation. For this, add the items you want to a solution, export it, then import into the other organisation. If you have dependencies on managed solutions, you'll need to import these first
    2. Copy the whole organisation database, which includes all the data, and replaces the destination organisation. The process is different for Online and OnPremise:
      1. In Crm Online, you can copy an organisation into another organisation using the Dynamics Admin Centre. You will need to have created the destination organisation first
      2. In Crm OnPremise, backup the <orgname>_MSCRM SQL database in SQL, and restore into a new database. Then use CRM Deployment Manager to import the new organisation database

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