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Microsoft Dynamics CRM (Archived)

Dynamics CRM on-premise server migration SharePoint on-premise integration existing folders/files

Posted on by 525

Morning.

We are in the process of migrating Dynamics CRM 365 V 8.2 from on-premise server to different server(AWS). After migration and import the org, when we deactivate Share Point site (exists) and create new SharePoint site in CRM > Settings > Document Management > Sharepoint Sites and run the wizard CRM > Settings > Document Management Settings,

will the existing folder and files will be visible automatically under their respective entities > documents or do we have to do any configuration changes in CRM to show the folders/files under respective entities.

So far following steps completed.

1. Spin up new CRM instance in target server.

2. Take backup of existing (source) Contoso_MSCRM database.

3. Restore database "Contoso_MSCRM" backup file in target CRM SQL server.

4. import the organization using Deployment Manager.

Still to do:

1. Deactivate existing site record (CRM > Settings > Document Management > SharePoint Sites > Default site > Deactivate )
2. Create new SharePoint site (CRM > Settings > Document Management > SharePoint Sites).

3. Run the wizard (CRM > Settings > Document Management Settings).

By doing above steps, the folder and files ( which were created through source CRM in SharePoint) will reflect in our target CRM or do you have to any other steps to get visible those folders and files?

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