Is it possible to export CRM data from 2011 and import in later version?

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Our company was bought out by a new company. We have been able to bring over a copy of Dynamics CRM 2011 on-premise and have been working with it for some time successfully. We want to upgrade to a newer version (like 2016 on-premise).

The previous company had made some customizations to CRM since they had developers on staff. Our new company is very small and we do not have any on-staff developers. We simply want to see if we can export data from 2011 and import it into 2016. We have around 3,000 accounts in CRM currently.

I looked into going through the upgrade path of 2011>2013>...etc but I found that the customizations and possibly javascript the former company made would need to be addressed before upgrading. I am wondering if it would be easier to just keep the data without the extra customizations to keep things simple.

Any help would be greatly appreciated!

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a33ik 84,331 Most Valuable Professional on at

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Hello,

There are many ways to export data from legacy CRM and import to new.

1. You should try to use standard export/import functionality. Personally I have never tried that but you have a great opportunity to check how it works.

2. If 1 doesn't work you always can use some additional soft to migrate your data. For example SSIS and KingswaySoft Adapters for CRM that support both CRM 2011 and CRM 2016.

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Andrii, when you say use the standard export/import functionality, are you referring to exporting/importing with Excel? If not, can you clarify?

Thanks!

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a33ik 84,331 Most Valuable Professional on at

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Yes. I meant standard export/import functionality.

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Wayne Walton 13,730 on at

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Correct, with Excel. Fair warning, that's only if you need a simplified model of the data that's in their current CRM. Getting the full complexity of their data generally requires going through the upgrade process like you're already reviewing.

SSIS/Scribe is a good middle ground, but I think you'd have better luck going upgrade route

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