Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Transferring Data from...
Microsoft Dynamics CRM (Archived)

Transferring Data from Another CRM environment to Another

(0) ShareShare
ReportReport
Posted on by happyman 565

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.

*This post is locked for comments

  • Suggested answer
    Shaik Sultan Profile Picture
    Shaik Sultan 20 on at
    RE: Transferring Data from Another CRM environment to Another

    Hi,

    Currently I am in same situation like you was, I wanted to move all the records from Test environment to production.  I am using Configuration migration tool. 

    1) Schema is getting exported, when I am trying to export the data by using the schema file i am getting error (In configuration migration tool it is showing the error the export from crm failed check the log duration of export)

    If you can help me that is really appreciated.

    Thanks

  • happyman Profile Picture
    happyman 565 on at
    RE: Transferring Data from Another CRM environment to Another

    Thanks a lot, it's fine now.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Transferring Data from Another CRM environment to Another

    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

  • happyman Profile Picture
    happyman 565 on at
    RE: Transferring Data from Another CRM environment to Another

    Hi,

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

    0361825.Capture.PNG

    Thanks.

  • Suggested answer
    Sumit Bharti Profile Picture
    Sumit Bharti 10 on at
    RE: Transferring Data from Another CRM environment to Another

    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.

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Transferring Data from Another CRM environment to Another

    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.

  • Verified answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Transferring Data from Another CRM environment to Another

    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.

  • happyman Profile Picture
    happyman 565 on at
    RE: Transferring Data from Another CRM environment to Another

    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.

    0172.Capture.PNG

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Transferring Data from Another CRM environment to Another

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

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

  • Suggested answer
    ARIFNIIT Profile Picture
    ARIFNIIT 1,391 on at
    RE: Transferring Data from Another CRM environment to Another

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

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.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans