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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Migrate data between M...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Migrate data between Microsoft Dataverse environments

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Posted on by SS-04122157-0 13
What I aim to achieve is to migrate data between Microsoft Dataverse environments. This involves creating information in one environment, passing it to a new environment, and ensuring that when users check the new CRM or application, the data is available and functioning as intended.
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Dynamics 365 general
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  • Suggested answer
    prlopes90 Profile Picture
    prlopes90 48 on at
    Hi,
     
    You can make a full copy of one environment to the other (copying customizations, data, etc) and in the new environment all users with access to the source environment will have the same access to the target.
     
    If the previous is not an option (the target will be fully overwritten by the source) you can use the "Data Transport" plugin in the XrmToolBox.
     
    BR 
  • Suggested answer
    Ben356 Profile Picture
    Ben356 13 on at
    Hello,
     
    There are a couple of ways data migrations can be done, the most common ones include:
     
    ->Azure functions: https://community.dynamics.com/blogs/post/?postid=67439daa-7abb-4389-a353-d25051871934
     
    ->SSIS especially kingswaysoft: https://community.dynamics.com/blogs/post/?postid=6f82db94-9d64-4db6-a95e-86ecdbbd98ce
     
    ->Plugin events: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/write-plug-in?tabs=pluginbase
     
    ->Console applications: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/org-service/quick-start-org-service-console-app
     
    ->Exporting the data from the source environment to an external sql server and then using a virtual table to make  the data available in target environment: https://learn.microsoft.com/en-us/power-apps/maker/data-platform/create-virtual-tables-using-connectors?tabs=sql
     
    ->Power automate flows: Usage of a step to create a record in another environment.
     
    Demonstration usage of power automate.
     
    In this demo, I want account records created in my PROD environment to be automatically synced with UAT environment.
     
    ->The flow is created on a dev environment and a managed solution used to move it to PROD, a separate testing environment can be used to test the flow before moving it to PROD.
     
    ->Create a unmanaged solution on dev.
    ->Inside the solution, create a flow with a dataverse trigger as below.

     
    ->On the next step, the following action is used which references other environments, and uses dynamic data from the trigger step.
     

     
    ->Save the flow, publish changes and export the solution as managed. The exported solution should include connection references so that the flow is automatically turned on when imported.
     

     
    ->Use the maker portal for import in order to ensure connections for connection references are correctly set up.
     

     
    ->After import, monitor the situation to validate that new PROD accounts are also saved to UAT environment.

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