CRM Data Migration (With Notes and Attachments)

(0) Share

Report

Posted on by SamCRM1

247

We have old CRM On-Premise with some data in it. And we want to migrate that data to the new server we have. We do not want to migrate all the entities but just some specific ones. I tried to use Configuration Data Migration Utility tool from CRM SDK but it only imported data and not the Notes (Annotations) and attachments for each record. I also tried using Kingswaysoft but cannot figure out a way to import notes just for one entity from old CRM to new one.

Please help!

Thank You,

*This post is locked for comments

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

RaviKashyap 55,410 Moderator on at

Like (0)

Report

RE: CRM Data Migration (With Notes and Attachments)

You should be able to import notes with Kingsway soft kit. Refer the below blog. The trick for you is to implement a check while retrieving the notes i.e. only retrieve notes for your entity.

https://www.dynamicsforcrm.com/uploading-email-note-attachments-using-kingswaysoft-for-dynamics-365/

Hope this helps.

Was this reply helpful? Yes No