How to move data between CRM environments with CRM 2011 Instance Adapter?

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Posted on by Micchael

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I'm wondering how can I move data between CRM environments. I have really simple account mapping, service running. But only new or updated accounts appear in the destination CRM, not all existing accounts. I tried to use filters - it doesn't help.

How can I move the rest of data?

Is there any tutorial for this tool except .chm for API and Installation pdf?

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Hello Micchael,

First, there is a very good blog series by Colin Maitland which covers the Instance Adapter quite well. You'll have to work through to the older posts, but I think you'll find it well worth the effort. www.magnetismsolutions.co.nz/.../colin.aspx

As for getting all of the data for each map, you will want to set the "check for data modified after" in order to pull the data that is already in the instance. Connector uses a polling mechanism on modified date to determine net-changes. By changing that to a historical date - say 1/1/1900 - you should get all of the data to come over.

Cheers,

Jeff

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