web
You’re offline. This is a read only version of the page.
close
Skip to main content
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Data migration from on...
Microsoft Dynamics CRM (Archived)

Data migration from one online instance to another

(0) ShareShare
ReportReport
Posted on by Suresh_Satti 205

Hello All,

I am trying to find a way to migrate data from PROD CRM online instance to TEST CRM online instance. After going through some of the posts on the community i learned about Kingswaysoft SSIS toolkit for data migration. I have a few questions that i would need help with.

1. Kingswaysoft SSIS toolkit dosent take care of configuration information i.e. Custom workflows, processes, plugins, JavaScripts etc. In that case what is the best possible way to migrate the configuration? Will solutions help achieve the migration?

2. The toolkit also assumes that users are pre-existing in the destination CRM instance, if not then how do i handle the user migration part? Solutions dont include users, teams and roles.

3. As a prerequisite for using KingswaySoft SSIS toolkit you need to have SQL server installed, does that mean a temporary dataset is created locally during the migration?

Hoping to get answers to the above questions.

Thank you in advance.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Data migration from one online instance to another

    Hi,

    here is  the starter pack of Kingswaysoft: www.kingswaysoft.com/.../Announcing-Migration-Starter-Pack-for-CRM-Online-and-CRM-On-Premise

    As you are already online maybe MS can do it for you, i.e. backup you instance and restore it in an other tenant, just open a support ticket.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Data migration from one online instance to another

    Hi,

    If your 2 dynamics instances are on same tenant then you cn do a full copy of your crm instance.

    Otherwise-

    1. workflows, plugins etc comes under customization. so you first need to ensure that you have the same customization between the org. You can export/ import the solution/ customization from prod to dev.

    2. while migrating the data, you need to do the user mapping. Or you can assign all records to a common user.

    3. Kingsway soft is based on SSIS you need to have SSIS installed which is installed with SQl Server.

    Hope this helps.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Community Member Profile Picture

Community Member 2

#2
Christoph Pock Profile Picture

Christoph Pock 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans