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

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Migrating forms from 2...
Microsoft Dynamics CRM (Archived)

Migrating forms from 2011 to 365 (v9)

(0) ShareShare
ReportReport
Posted on by gordonj 255

I have a customer who has lost the unmanaged versions of a number of solutions.

As part of the project I have written a C# command line tool which gathers all the customized entities, fields and views into XML and then uses the XML to generate these items within a target Dynamics system.

In this case I am going from 2011 on premise to 365 (v9) online.

The tools work well and we have saved a great deal of time in recreating an extensive list of items.

There are no requirements to do so but my thoughts have wandered to potentially including Forms in the tool.

My question is:

Is the XML blob that represents the 2011 Form able to imported into a new 365 using custom code or will 365 spot some difference in the schema and refuse? 

As far as I can tell Views haven't changed so maybe Forms haven't either?

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at

    Hi Gordon,

    You can check the FormXML Schema for different versions of CRM here: msdn.microsoft.com/.../gg309601.aspx (from 2011 to 2016). Maybe this can help you as a starting point?

    Unfortunately i wasn't able to find it also for CRM 9.0 - so if you come across it, it would be great if you can share it back

    Thanks,

    Radu

  • Verified answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Although the Xml forms might change, they should be backwards compatible.

    If you look at the forms in D365 (for example Contact), there are forms there from versions 5, 7 and 8 (which is CRM 2011, 2015 and 2016).

    Not sure about the changes in D365 v9, but that should still work as well.

    I would say run a test on a single entity and check your process works.

    Hope this helps.

  • gordonj Profile Picture
    gordonj 255 on at

    Thank you for the suggestions.  I will have a go at this enhancement to my application.  Won't be for a while.  

    I will endeavour to report back on anything that I find.

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…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans