Announcements
No record found.
Can someone point me in the right direction and/or explain the steps on how to correctly create a new CRM organization (under a different currency than my original)? A user on the forum helped me realize this is the only way to switch base currencies which is what my goal is. I assume I'll need to reinstall the solutions or is there an easy way to move this? What happens if the current org takes up 70% of the allocated space?
Thanks in advance!
Hello,
I believe you're talking about this thread - community.dynamics.com/.../workaround-for-base-currency
First of all I would highly encourage you to close the thread if you got the reply that answers your question clicking "Yes" under the label "Did this answer your question?".
Answering this question - are you online or onprem?
If you're on-prem then check this article - docs.microsoft.com/.../add-a-new-organization
If you're online check this - docs.microsoft.com/.../add-instance-subscription
Thanks Andrew for the reply. I saw that earlier however my question is more on the export import side. After the instance is created how to i get everything from the old setup back (data, customizations, work flows, solutions)?
If you have any managed solutions you will have to get it from vendors that developed it and install it first.
After that create a solution and put inside all customizations you did like custom entities, fields, workflows e.t.c., import from current instance and import to destination.
Regarding the import there is no easy way so you will have to use some tools that can move your data between instances like SSIS. This package is a good starting point for you - www.kingswaysoft.com/.../Announcing-Migration-Starter-Pack-v30-for-Microsoft-Dynamics-365-Customer-Engagement-and-CRM-On-Premise
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our 2026 Super Stars!
We are thrilled to have these Champions in our Community!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
ManoVerse 107 Super User 2026 Season 1
11manish 92
Muhammad Shahzad Sh... 69 Most Valuable Professional
