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Hi there,
I have a question regarding the transfer of database from CRM OnPremise to CRM Online. Are there tools available to support this migration?
Thanks
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You can use Scribe Replication Services.
Scribe Online Replication Services (RS)
In addition to the already presented options I would also mention Microsoft Dynamics CRM 2011 Instance Adapter which was designed for exactly such a situation.
Thank you for using Microsoft Dynamics CRM Communities Cezar Lozici Support Engineer Microsoft Dynamics CRM
You have a few different options
Synchronicity Echo is designed to do exactly what you need - on-premise to online data migration (as far as I recall you would need to migrate customisations yourself first, which is of course easily done through exporting and importing the default solution).
www.synchronicity-systems.co.uk/.../index
Scribe is another paid for software which can copy data from CRM on premise to CRM online
www.scribesoft.com/microsoft-dynamics
You can do it yourself
For the migrating from CRM on premise to online has two parts:
1.Customization
You can export the total solution as following:
Go to Settings->Customization->Export Solution
Click Next->Choose what you want to export.
Click Next to export.
Then you can go to another CRM Online instance, go to Settings->Solutions->Import solution.
2. Data
For the out of box function of CRM 2011 Online, we does not support all data export one time. But we support all data export for one entity one time as following:
Let us take example that you want to export data for Account and Contact record types.
1. Create a view of all fields for the record type Account.
a. Go to accounts Grid and click on Create personal view
Click Edit Columns in the dialog that pops up and then click Add Columns.
Click the checkbox in the header to select all columns. (This will export data for all columns, some of which may not be importable)
Click ‘ok’ and then Click ‘Save’ on the Ribbon in Advanced find dialog. It will prompt you for name of the view .Provide the name for the view.
2. Navigate to view (Account) and Export the data in Static Excel format.
a) Go to Accounts Grid.
b) Navigate to Accounts view.
c) Click Export to Excel.
d) Select “Static worksheet with records from all pages in current view”.
e) Click Export and save the file. (Account.xls)(The records that are exported will be based on the record for which you had privileges).
f) Save the file in CSV /XML format from Excel. (Account.csv)
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