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Partial Data Migration from on Premise to new Cloud build

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Posted on by HelenGar

Hi Experts

We are wanting to set up a new cloud Dynamics environment and import data from an on premise environment that contains multiple divisions data (including ours), that includes a few custom tables but with many fields that we don't need.

We are going to rebuild the environment in a new cloud version with the same custom tables but not all fields.

We will just be extracting our division specific data from the current on premise environment which will stay operating.

We are not a big organisation with complex needs but just want the current data to keep the created date and created by and maybe the modified on and by.

We also have contacts that have associated SharePoint documents.

What is the best way to do this?

Create the environment as we want it and use the import tool for each table?

OR is there an easy migration tool we can use to do this?

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PerezAguiar on at

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RE: Partial Data Migration from on Premise to new Cloud build

Hello Helen

Again, you would have to search on AppSource. However, you might use a different approach: Using Azure Logic Apps or PowerAutomate you can connect to a dataverse environment and retrieve the attachments, that can later be processed and added to another location. There are also connectors for SharePoint and OneDrive.

Regards,
HelenGar 15 on at

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RE: Partial Data Migration from on Premise to new Cloud build

Thanks for your answer, thats the way we were thinking of doing it. Do you know if there is a way of moving contacts associated files from one sharepoint to another and linking the folders again to each contact in a new environment?
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Leco Lv on at

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RE: Partial Data Migration from on Premise to new Cloud build

Hi partner,

Fields like "created on", "created by", "modified on" and "modified by" are special. When migrating between environments, the system will take the default mapping, which is automatically filled in by the system and in It cannot be overwritten when imported. Values from the source environment may not be preserved.

If you want to know about tools for migration, you can check this link. learn.microsoft.com/.../migration
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PerezAguiar on at

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RE: Partial Data Migration from on Premise to new Cloud build

Hey
I haven't seen any specific migration tool as you describe. YOu should start checking on AppSource.microsoft.com. However, the simplest way to achieve this would be: Exporting on an excel the records from each table associated with your Business Unit/Team, and then importing into the target Online environment

Regards,