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Microsoft Dynamics CRM (Archived)

How to move the Data from Accounts to a new custom entity created?

Posted on by 30

Hi,

I created a custom entity and I need to move the current data from accounts entity to the new custom entity.

Please, how can I achieve that?

NB: The accounts entity has a sub-entity/view created in it but now I have separated this sub-entity/view into a custom entity and I need to move the data in the sub-entity to the new custom entity created.

Thanks

OO.

*This post is locked for comments

  • Suggested answer
    Oseghae Oaikhena Profile Picture
    Oseghae Oaikhena 30 on at
    RE: How to move the Data from Accounts to a new custom entity created?

    Hi,

    I realized I made the hidden columns visible and added data with the hidden fields to the import template that caused the error.

    NB: Download the template, do not make the hidden fields visible copy and paste your data. Save and upload the completed template.

    regards,

    OO.

  • Oseghae Oaikhena Profile Picture
    Oseghae Oaikhena 30 on at
    RE: How to move the Data from Accounts to a new custom entity created?

    Hi Goutam,

    I am using the import data button to import the new data but I'm get this error after the process completed.

    "The record could not be updated because the original record no longer exist in Microsofy dynamics 365".

    Please can you assist?

    Thanks,

    OO

  • Verified answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: How to move the Data from Accounts to a new custom entity created?

    In that case you can easily do with out of the box export and import data.

  • Oseghae Oaikhena Profile Picture
    Oseghae Oaikhena 30 on at
    RE: How to move the Data from Accounts to a new custom entity created?

    Thanks Goutam,

    I have about 8,000 records to move to the new custom entity.

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: How to move the Data from Accounts to a new custom entity created?

    Hi ,

    Migration of data depends on size of the records and relationships , how many records available in the account entity?

    You can use OOB export and import data from data management of dynamics 365 ,SSIS and third party tool.

    Take a look below reference similar requirement here in below thread -

    community.dynamics.com/.../data-migration-from-one-entity-to-another-entity

    community.dynamics.com/.../move-data-from-one-entity-to-another-instance

    www.inogic.com/.../

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