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Service | Customer Service, Contact Center, Fie...
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Import/Migrate Cases From On Premise CRM to Online CRM

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Hi Experts!

Hope you are all doing well. Could you please let me know best options and methods that how we can migrate cases from OnPremise CRM to Online CRM

Best Regards,
ZG

  • ZeeshanGhause Profile Picture
    on at
    RE: Import/Migrate Cases From On Premise CRM to Online CRM

    Data is huge and complex

    now what will be your preference in-between SSIS and Power Logic App?

  • Verified answer
    Roberto Ilidio Profile Picture
    on at
    RE: Import/Migrate Cases From On Premise CRM to Online CRM
    • How to set up Visual Studio with SSIS + KingsWaySoft

    Pre req:

    https://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-365/help-manual/installation-and-setup

    https://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-365/download

    Install Visual Studio 2017;

    Install SQL Server Data Tools 2017 (SSDT 2017 v14.0.16194.0) and Integrations Services (last one is required in VS2017, not for VS2019) see doc -> https://docs.microsoft.com/en-us/sql/ssdt/download-sql-server-data-tools-ssdt?view=sql-server-ver15#ssdt-for-vs-2017-standalone-installer

    Install Azure-SSIS Integration Runtime ( IntegrationRuntime_4.1.7202.1) -> Software Pre requisites: https://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-365/download

    Install KingsWaySoft tool Kit for Microsoft Dynamics 365 (v11.1)

    • Custom SDK Console Application 

    Check sample codes using Fetch or QueryExpression to retrieve data ( or select directly from SQL) and CRUD operations to insert data into Online -> https://github.com/microsoft/PowerApps-Samples

    In this GitHub samples repository, you will find useful sample codes for your scenario. For instance, among others:

    PowerApps-Samples\cds\orgsvc\C#\ExecuteMultipleRequests

    PowerApps-Samples\cds\orgsvc\C#\RetrieveMultipleByQueryExpression

  • erhan.keskin Profile Picture
    2,253 on at
    RE: Import/Migrate Cases From On Premise CRM to Online CRM

    Hi, I agree with those that mentioned above. Here are some links to consider to read for you as well.

    Microsoft Dynamics CRM on-premises to Dynamics 365 Online Migration

    Microsoft Dynamics CRM (on-premises)to Microsoft Dynamics Online Migration Guide

    Regards,

  • ZeeshanGhause Profile Picture
    on at
    RE: Import/Migrate Cases From On Premise CRM to Online CRM

    Any URL for Help.

  • Suggested answer
    Bipin D365 Profile Picture
    28,981 Moderator on at
    RE: Import/Migrate Cases From On Premise CRM to Online CRM

    HI,

    You have multiple choice to migrate Cased from Onpremise to Online.

    1. SSIS Kingsway package - www.kingswaysoft.com/.../ssis-integration-toolkit-for-microsoft-dynamics-crm

    2. Create Custom Console Application to fetch record from Onpremise directly using SQL and use SDK to connect to CRM Online to create cases in Online CRM

    www.infosys.com/.../migrate-microsoft-dynamics.pdf

    kunaltripathy.com/.../

    Please mark my answer verified if i were helpful

  • Suggested answer
    Roberto Ilidio Profile Picture
    on at
    RE: Import/Migrate Cases From On Premise CRM to Online CRM

    Hi Ghause, I would suggest KingswaySoft 

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