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Migration in Dynamics 365 CRM

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I wanted to know if there is any tool to migrate a CRM 3.0 to a Dynamics 365 CRM (OnLine).

What you want to migrate are all custom entities with all their fields

What steps would it take to carry out that process in the most efficient way

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  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Migration in Dynamics 365 CRM

    Hi Angel Cordova Rosario,

    That is correct.

  • RE: Migration in Dynamics 365 CRM

    So, would the creation of the entities for the D365 CRM be manually entity by entity?

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Migration in Dynamics 365 CRM

    Hi Angel Cordova Rosario,

    Microsoft Dynamics CRM 3.0 does not contain the concept of solutions so you will need to recreate the custom entities and fields in Dynamics 365 and then map the data from Microsoft Dynamics CRM 3.0 to Dynamics 365 with an SQL Server Integration Services (SSIS) package.

  • RE: Migration in Dynamics 365 CRM

    That's in the form of the data, but for all the custom entities and fields of those entities as you would?

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Migration in Dynamics 365 CRM

    Hi Angel Cordova Rosario,

    The best method is to build an SQL Server Integration Services (SSIS) package to take the data from Microsoft Dynamics CRM 3.0 and insert it into Dynamics 365.

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