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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

How to migrate Cases from one instance to other in D365

Posted on by 465

Hi All,

I am using D365 online

I am planning to migrate Cases data(Records) from one instance to other instance.

Please let me know the tools/options available.

Regards,

Babu

  • Linn Zaw Win Profile Picture
    Linn Zaw Win 3,405 on at
    RE: How to migrate Cases from one instance to other in D365

    Narendra Sunkara 

    If you have any other question regarding your problem, feel free to reply back to us. Otherwise, please mark the answer which solved your issue as verified so that it will be helpful for the other community members who encounter the same issue.

  • Verified answer
    Linn Zaw Win Profile Picture
    Linn Zaw Win 3,405 on at
    RE: How to migrate Cases from one instance to other in D365

    If you have the referenced records (lookup values in Cases) in another instance with the same GUID, you can use the Data Transporter in the XrmToolBox

    https://www.xrmtoolbox.com/plugins/Colso.Xrm.DataTransporter/

    If you have the referenced records in another instance with the same name, you can use out-of-the-box data import wizard.

    https://docs.microsoft.com/en-us/power-platform/admin/import-data-all-record-types

    For complex scenarios I recommend KingswaySoft SSIS Integration Toolkit for Microsoft Dynamics 365

    https://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-365

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: How to migrate Cases from one instance to other in D365

    Hello Babu,

    As for me the best option is SSIS + KingswaySoft adapters.

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