Moving customizations from Online to On-Prem

  • Article

If you are interested in moving CRM Online customizations over to an On-Premise deployment, you should readKB article 976978.  A likely scenario for this is those that want to apply the Non-Profit customizations to an On-Prem instance.

The KB article describes processes and tools needed to update the xml to work in On-Prem. The summary is this:

  1. On-prem code needs to be updated with Update Rollup 7 or later.
  2. There is a MigrationProcessor Tool that strips out exclusive features in Online, like the Home Page, Charts, Help Visor, and Internet Marketing.

Otherwise, those trying to import Online xml into an On-Prem org will see the following error:

“Either the file could not be uploaded, or this is not a valid Customization file.”

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Cheers!

Kevin