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To bring data from D365 instance to another D365 instance

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Posted on by LeoFernandas

Hi All,

I've a business requirement to bring data of five fields from once CRM instances to another CRM instance which is mainly to avoid duplicate record creation in Account entity whenever record gets created in either of the instance.

Can this be implemented with console app and scheduling job? If so, could you please let me know the approach to do this.

if not, could you please suggest me other technical way to implement this logic.

Thank you very much for your kind response in advance!

- Leo

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Nishant Rana 11,325 Microsoft Employee on at

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RE: To bring data from D365 instance to another D365 instance

Writing a console app using Dynamics 365 SDK would be easiest and controlled way of doing this. You could run the app in a server or could host the same as Azure Web Job. With Azure, you could also explore using Azure Functions for this.

salimadamoncrm.com/.../

nishantrana.me/.../

nishantrana.me/.../
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Vipin J 1,603 on at

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RE: To bring data from D365 instance to another D365 instance

You can check few tools

CRM Data migration tool

https://vjcity.blogspot.com/2019/09/dynamic-crm-data-migration-tool.html

For migration of personal views and dashboard refer here

https://vjcity.blogspot.com/2020/01/how-to-migrate-personal-views-dashboard.html

File Migration Tool

https://vjcity.blogspot.com/2020/03/file-migration-tool-by-microsoft.html

Effectively using CRM Configuration Migration

https://vjcity.blogspot.com/2019/02/effectively-using-crm.html
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RE: To bring data from D365 instance to another D365 instance

Hi Leo, there are some procedures to clone the records. Hope following discussion helps you.

community.dynamics.com/.../cloning-records-in-dynamics-crm