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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Migrating Custom Field...
Microsoft Dynamics CRM (Archived)

Migrating Custom Fields from CRM 2013 to Dynamics 365

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Posted on by Huzefa Bootwala 320

Hello,

I am migrating Opportunities from CRM 2013 to Dynamics CRM 365.

There are many custom fields (more than 150) under Opportunity View in source CRM.

Is there a way I can migrate all the custom fields to my destination without manually creating them?

Thank you.

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  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at

    Hi Huzefa,

     I am wondering what you are trying to do.. those fields are, probably, added to the forms/views/workflows/etc. You might just want to create a solution, add opportunity entity to the solution, export the solution, and import it to the 365 version. Those solutions should be compatible:

    msdn.microsoft.com/.../gg334576.aspx

    If, on the other hand, you just wanted to move the fields (not the forms/views/etc), you might still do exactly the same, but, before doing that, you might create a backup solution in the 365 environment (add opportunity with all assets there) and export it as a backup. Once you've imported 2013 solution to 365, you might re-import that backup solution to 365, too. That should restore all the forms/views to the 365 version, but all the fields brought there from 2013 would still be there.

    PS. That said, I'd test all this in the sandbox

  • Huzefa Bootwala Profile Picture
    Huzefa Bootwala 320 on at

    Hello,

    Thank you or your response.

    I tried putting opportunity entity in a solution. Exported it and imported it in the destination but there are errors. First error is Option set has a specified name. Please give a unique name.

    I tried the second way but I cant add "Fields" to a solution. I have to add the whole entity.

    Is there any other way where I can just migrate the custom fields and not the whole entity?

  • Huzefa Bootwala Profile Picture
    Huzefa Bootwala 320 on at

    The error was my fault. It worked perfectly fine. All the customizations got migrated to Dynamics 365.

    Thanx heaps.

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    Did you try XrmToolBox plugin to create entity fields using excel ?? www.xrmtoolbox.com/Plugins.html

    Thanks

  • Huzefa Bootwala Profile Picture
    Huzefa Bootwala 320 on at

    Hello,

    Thank you. Will have a look at it.

  • Community Member Profile Picture
    Community Member on at

    I have exactly the same issue. You said that you resolved it, that the error was on your end. Can you please tell me how you resolved it? Thanks so much in advance!!

  • Community Member Profile Picture
    Community Member on at

    What was your error and how did you resolve it?? I have exactly the same issue from 2013 to 365!

  • Huzefa Bootwala Profile Picture
    Huzefa Bootwala 320 on at

    Hello,

    Firstly, create a new solution in CRM 2013. Add opportunity entity as a whole which will add the fields, views, forms etc. in the solution.

    Secondly, make sure there is no duplicate field in CRM Dynamics 365 or a field with the same name as that of CRM 2013. If there is, please delete it or else it will cause and error.

    Lastly, export the solution from CRM 2013 and import it to CRM Dynamics 365. All the customizations would be imported.

    Thank you.

  • Community Member Profile Picture
    Community Member on at

    Thanks, Huzefa, but this is exactly what I have been doing (with the Account entity), and the customized fields, views and forms are NOT added, and I cannot export the solution. I've tried the Add Required Components button, it doesn't help. I though maybe you had found a way to resolve this problem.

  • Huzefa Bootwala Profile Picture
    Huzefa Bootwala 320 on at

    Hello,

    Do you get an error when importing the solution in Dynamics CRM?

    What error you are getting? Can you post here please.

    Try adding the whole entity in the solution and then import it.

    Create a new solution>Give it a name and version number>default publisher for your organisation>Add existing entity>Account>(Try) All assets>Next>Don't select anything in Advanced Tab>Export.

    I tried and it worked fine.

    Thank you.

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