web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

How should i migrate from Dynamics 365 On-Premise to Dynamics 365 Online Customer Engagement?

(0) ShareShare
ReportReport
Posted on by 167

I am trying to move dynamics crm on-premise to dynamics crm online. I will be doing this first on trial online version of dynamics 365. 

Thanks in advance.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Rawish Kumar Profile Picture
    13,758 on at
    RE: How should i migrate from Dynamics 365 On-Premise to Dynamics 365 Online Customer Engagement?

    Hi There,

    hope this helps : www.youtube.com/watch

    community.dynamics.com/.../268461

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: How should i migrate from Dynamics 365 On-Premise to Dynamics 365 Online Customer Engagement?

    Hi Bupendra,

    You need to do this in 2 steps.

    First you need to migrate the customization. If you are on CRM 2013 or higher, you can simply create a solution with all your components and then deploy eit to the online version. If not 2013 or less, you need to either manually create the same customization on online or you have to upgrades your on premise.

    Second is the data migration, if the customization are same on you source & target then you can either use Excel data import or configuration migration tool to migrate the data. If your data volume is huge then you need to use either some advance tools like Scribe or kingsway soft SSIS page or you have to create your own custom application to migrate the data.

    Please note that if you are purchasing 250+ online licenses than Microsoft can help you with the migration of customization & data under the FastTrack program.  www.microsoft.com/.../dynamics-365

    Also, You need to convert any of your sql based reports to fetch based in order to make it work for online.

    Hope this helps.

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Community Member Profile Picture

Community Member 2

#1
HR-09070029-0 Profile Picture

HR-09070029-0 2

#1
UllrSki Profile Picture

UllrSki 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans