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How to perform data migration in Dynamics CRM?

Posted on by 355

Hi,

in the event that a company is moving its business from one system to CRM on the cloud, what does "data migration" basically means, and how is it performed?

Can you  please provide some examples or tutorials with steps and screens, if any?

Thanks

  • Suggested answer
    Nya Profile Picture
    Nya 29,054 on at
    RE: How to perform data migration in Dynamics CRM?

    Hi Joel,

    Have you followed this product? If you plan to migrate data from the on-premises version to the Cloud, it may help you.

    Migration Program | Microsoft Dynamics 365

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

  • Joel D Profile Picture
    Joel D 355 on at
    RE: How to perform data migration in Dynamics CRM?

    Hi,

    Thank you for your answers.

    Do all these methods apply to Dynamics CRM on cloud too?

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,962 Moderator on at
    RE: How to perform data migration in Dynamics CRM?

    Hi,

    If data is less then you can use OOB data export/Import feature - docs.microsoft.com/.../import-accounts-leads-other-data

    If data is more and involve complex business logic then you should consider using Kingsway software for data migration - www.kingswaysoft.com/.../ssis-integration-toolkit-for-microsoft-dynamics-crm

    You can also write Custom utility using C# and CRM SDK to migrate your data.

    Please mark my answer verified if i were helpful

  • Verified answer
    Nya Profile Picture
    Nya 29,054 on at
    RE: How to perform data migration in Dynamics CRM?

    Hi Joel,

    Please refer to the following doc to know more about how to migrate data with DataMigrationUtility.exe tool between two environments.

    Create a schema to export configuration data - Power Platform | Microsoft Docs

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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