Transferring Data from Another CRM environment to Another

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Posted on by happyman

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Hi,

I have two environments (Test and Prod)
I'd like to transfer al data (Contact, account,Lead,campaign, ......) from test environment to prdo environment in one shot

Thanks a lot.

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Syed Ibrahim 6,257 on at

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Use the kingswaysoft tool (free)or Scribe(paid) to migrate your data.

community.dynamics.com/.../codeless-data-migration-to-dynamics-crm-using-kingswaysoft

Hope this helps.If the suggestion resolved your query .Pls mark it as answered/verified to close the thread.

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ARIFNIIT 1,391 on at

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You can use SSIS ETL with CozyRoc plugin to migrate your crm data from one environment to other.

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ashlega 34,477 on at

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Depending on what exactly you want to do, maybe you can just switch your sandbox to production:

docs.microsoft.com/.../switch-instance

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happyman 565 on at

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Hi Syed Hanifa,

Thanks for your feedback.

I have tried to install Dynamics 365 Developer Toolkit, but when i try to add a connection manager in Visual studio, i can't found the DynamicsCRM.

any idea please.

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Syed Ibrahim 6,257 on at

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Which version of SSDT are you using? If you are using SSDT for VS12 then uninstall and instal SSDT VS15 or VS17.Then follow the below approach.

[View:https://community.dynamics.com/nav/b/threadpunter/archive/2017/10/03/dynamics-365-data-migration-using-sql-server-ssis]

Hope this helps.If the suggestion resolved your query .Pls mark it as answered/verified to close the thread.

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Aric Levin - MVP 30,190 Moderator on at

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Hi Happyman,

You need to install Kingswaysoft SSIS Connect for Microsoft Dynamics 365 in order to see the CRM Connection there.

It seems like you are saying that you installed the Dynamics 365 Developer Toolkit which is a different product.

You can download it from:

www.kingswaysoft.com/.../download

Hope this helps.

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Sumit Bharti 10 on at

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You can also use the DataMigrationUtility available in the SDK. (SDK -> Tools -> ConfigurationMigration -> DataMigrationUtility).

Follow the steps here -

1. Create Schema file to describe the data you want to export from CRM. (say from TEST in your case here, Add Contact, Account, Lead, campaign... etc to your schema).

2. Export Data from CRM using the schema file you created in Step1.

3. Import the file to your PROD using the exported schema file and data file.

I believe this works as well.

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happyman 565 on at

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Hi,

I installed VS 2015, when i try to log to my CRM online, i have the message below

Thanks.

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Community Member on at

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Hi,

Which SSIS version do you have? If you have SQL Server 2008 you won't be able to connect to CRM v9 as you will need .Net 4.5. With Sql Server 2008 you only have .Net 3.5

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happyman 565 on at

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Thanks a lot, it's fine now.

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