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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to move solution a...
Microsoft Dynamics CRM (Archived)

How to move solution along with data.

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Posted on by EmployeeOcta 6

Hello All,

Is it possible to move the data along with MSCRM solution to the production.

Scenario:- I have customize the CRM on the dev environemt and all the customizations i have added to the unmanaged solution.

after the import of the solution is done , i am not able to see the values in the production environment i.e. say i have a custom entity X which is used as a dropdown in entity B . while customization on dev i have put some values on the CRM dev but after import on production i am not able to see the values on production.

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  • Suggested answer
    PS Profile Picture
    PS 23,577 on at

    You will have to import records of these custom entities. (Top option)

    You can't move a solution with data in case of on-premise.

    For online, you can actually copy production to sandbox instance

    For on-premise, you can restore db from production to dev

    But the scenarion you are telling, is more like, you have created some entities for configuration which now you want o production. Follow the steps below

    Export entity X from dev and save it as a csv and import to prod

    Export entity B from dev and save it as csv and import to prod

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,078 on at

    Hi,

    In order to export all your customizations, please refer the following link.

    www.microsoft.com/.../export-your-customizations-as-a-solution.aspx

    There is also a data import wizard in dynamics crm as descibed below.

    http://crmbook.powerobjects.com/basics/data-management-in-microsoft-dynamics-crm/importing-data-in-microsoft-dynamics-crm/the-data-import-wizard-in-dynamics-crm/

  • EmployeeOcta Profile Picture
    EmployeeOcta 6 on at

    Hello All,

    If it is to export and import in the CSV format then.

    How to export data from an entity which is not displayed on any of the area of the crm

    like on Sales , service, Marketing , settings etc.

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at

    Go to advanced find>>look for entity x or b>>edit columns (what all fields you require)>>export

  • EmployeeOcta Profile Picture
    EmployeeOcta 6 on at

    Hello All,

    Actually i forget to ask for import for the same situation.

    can anybody !!

    Most appreciable

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at

    Go to settings>>Data Management>>Imports>>Upload your file>>map it to corresponding entity x or b>>map the fields>>next next and finish>>.wait for few seconds and check the import success

  • PS Profile Picture
    PS 23,577 on at

    Please mark answers as verified, when you feel it has helped you !

    Thanks !

  • Suggested answer
    JohnAnonymous Profile Picture
    JohnAnonymous 5,241 on at

    Hi,

    You can use the configuration migration tool to migrate data from one environment to another. I've used this several times and it works pretty good. Especially in the scenario you're looking for. It's built for scenario's like yours.

    technet.microsoft.com/.../dn647421.aspx

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