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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Data migration from on...
Microsoft Dynamics CRM (Archived)

Data migration from one ms dynamic crm installation to another

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Posted on by Dileep Paul 130

I am new to dynamic crm. My client have one dynamic crm installation in which I have made some custom changes in some forms like lead, opportunity etc. I have added custom text-boxes, dropdown list with static options. Currently he is using this and have data. As second phase, he asked to me make more custom changes in another fresh crm installation. Then I exported solution from old crm and imported to new. Now I have to move every data including option set data, campaign, lead etc. Please suggest me a good and easy method to migrate data.

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  • Suggested answer
    Sumit Bhatnagar 99 Profile Picture
    Sumit Bhatnagar 99 1,850 on at
    RE: Data migration from one ms dynamic crm installation to another

    Hi..

    Do you still have the same issue ? If yes then please let me know.

    Thanks.

  • Sumit Bhatnagar 99 Profile Picture
    Sumit Bhatnagar 99 1,850 on at
    RE: Data migration from one ms dynamic crm installation to another

    Hi..

    No there is no need to keep the same organization name. Check you are accessing the correct CRM organization.

    First delete the Organization from Deployment manager >> Restore DB >> again create the new organization

    thanks !

  • Dileep Paul Profile Picture
    Dileep Paul 130 on at
    RE: Data migration from one ms dynamic crm installation to another

    I kept DB name same of as new DB.

  • Dileep Paul Profile Picture
    Dileep Paul 130 on at
    RE: Data migration from one ms dynamic crm installation to another

    Hello Summit,

    I just restored old db to new. But data is not populating, do we need to keep same organization name to get this work?

    Regards,

    Dileep Paul

  • Sumit Bhatnagar 99 Profile Picture
    Sumit Bhatnagar 99 1,850 on at
    RE: Data migration from one ms dynamic crm installation to another

    Hi,

    Kindle take a backup of the data bases of the Old org and restore it into the new org , would be easy way to transfer data.

    Hope this help !

  • Dileep Paul Profile Picture
    Dileep Paul 130 on at
    RE: Data migration from one ms dynamic crm installation to another

    Thank you. We had to configure IFD and outlook without disturbing current CRM, so we did a new installation, really we thought data transfer is an easy job.

  • Dileep Paul Profile Picture
    Dileep Paul 130 on at
    RE: Data migration from one ms dynamic crm installation to another

    Thank you, your answer seems helpful. Will try and mark as answer if it helps.

  • Sunil J. Albuquerque Pai Profile Picture
    Sunil J. Albuquerqu... 40 on at
    RE: Data migration from one ms dynamic crm installation to another

    Another option is to use Instance adapter to sync data between multiple instances. It's available for free from Microsoft.

    You can download it here:

    www.microsoft.com/.../details.aspx

    Check here for more information:

    community.dynamics.com/.../microsoft-dynamics-crm-2011-instance-adapter-part-1-downloads.aspx

  • Neil Benson Profile Picture
    Neil Benson 7,369 User Group Leader on at
    RE: Data migration from one ms dynamic crm installation to another

    I am not sure why you moved the solution from the old to the new system, instead of moving the solution from the new (development) system to the old (production) system. You are creating a lot of work for yourself my migrating the data, but here is the Data Import section in the CRM Customer Center: rc.crm.dynamics.com/.../importingdata.aspx

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