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Microsoft Dynamics 365 | Integration, Dataverse...
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How to perform data migration in Dynamics CRM?

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Posted on by 365

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

I have the same question (0)
  • Verified answer
    Nya Profile Picture
    29,064 on at

    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

  • Verified answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    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

  • Joel D Profile Picture
    365 on at

    Hi,

    Thank you for your answers.

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

  • Suggested answer
    Nya Profile Picture
    29,064 on at

    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

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