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Microsoft Dynamics CRM (Archived)

Data Migration from CRM 2016 On premise to dynamics 365 online

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Posted on by

Hi,

I'm working on data migration from crm 2016 on premise to online 365 vanilla org.

I was using Kingswaysoft adapter tool in SSIS for data migration can someone help me how do I migrate lookups from on premise to online . If I want to migrate out of box entities staging table is mandatory to create ? for example if I want to Migrate Accounts and its related contacts in this case to map lookups? do I need to create staging table for this.

Thanks,
AA

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  • Verified answer
    Thomas David Dayman Profile Picture
    11,323 on at

    Hi Aashna09,

    To migrate lookups, all you need is the primary key (Id) and the typecode fields from the entity you are using. Also any mandatory fields it requires.

    To migrate related contacts to accounts. If you don't have the relationship in 365 already. You will need to add it and then Kingswaysoft will recognise it and you will have the relationship in the 'Destination Entity' drop down as an option to import data into. You would then add the contactid + typecode + accountid.

    Let me know if you want me to expand on anything.

  • Community Member Profile Picture
    on at

    Hi Thomas,

    Thanks for your quick response, it will help to me.

    Thanks,

    AA

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