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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM merging of databas...
Microsoft Dynamics CRM (Archived)

CRM merging of databases/organization data

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Posted on by emediaIT 50

Hi,

We had a bit of a disaster whereby we lost a lot of our on-premise CRM 2011 account and related data such as activities, contacts, opportunities etc. Unfortunately we only detected the issues a few days later and we can't afford to lose the data captured in between the disaster and the current point in time.

We have a backup of the data from before the disaster and was wondering if anyone has encountered a similar type issue and what they've done to rectify it? I would imagine it is a very similar process to merging 2 different organizations from 2 companies if they merge.

I've looked at the Scribe suite of software as an option but I'm not sure if Microsoft will support this method of merging the data as it is at a database level. I'm also not sure on the possible negative impact in terms of other internal tables being affected by going this route regarding M:M relationships etc. I've also looked at the option of exporting and importing via CRM itself but from what I've seen on some blog posts is that there are some issues going this route.

Any help or suggestions would be greatly appreciated!

Kind regards,

Rick

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  • Suggested answer
    Peter72 Profile Picture
    Peter72 1,815 on at

    Why would you do that on a database level with scribe? I suggest to import the backup into a new crm organization, and then using scribe in a supported manner to transport the data from the backup-org into the current one. Maybe using the cloud-service of scribe would be sufficient for that task.

  • emediaIT Profile Picture
    emediaIT 50 on at

    Thanks for the reply Peter, just to clarify I did import the backed up data into a new CRM organization and then ran a local trial version of Scribe against it. When selecting the entities it looks like it it referencing the various tables directly which is why I said it is at a database level. I'll have a look at the cloud service as well but I would imagine it's largely the same as the on-premise version. Our CRM is also on-premise so if they operate using the same methods then I suppose it wouldn't really be worth moving all the data out over the internet connection just to come back again unless the cost difference is major. I was actually thinking of doing the reverse and merging the "left over" data into the backup seeing as we lost more data than we currently have.

  • Suggested answer
    Peter72 Profile Picture
    Peter72 1,815 on at

    It depends how you connect. If you connect using the Dynamics CRM Adapter, then you are on a fully supported way because this adapter is using the API of Dynamics CRM.

    The trial version has not only a 30-day limititation. There is a processing rows limitation too. The Job stops after 100 (or 250) processed records. At least in the past. Not sure if this still is the case.

    You could use a "Migration"-License, which enables the full functionality for 90 days

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