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CRM Data Migration (With Notes and Attachments)

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Posted on by SamCRM1

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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,

SJ

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RaviKashyap 55,410 Moderator on at

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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.

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