Copying Data from one Dynamics CRM Instance to another


This is regarding Data Transfer between CRM Organizations and applies to all kind of CRM deployments not only CRM Online. Please note, there might be also other solutions, this list is not an exclusive list. If there are other solutions, please reply to this blog, describe those known solutions, so we have a list including all known solutions for this requirement.

If you have some questions about the possibilities of copying CRM Online Instances to development Environments or any Kind of CRM instance Data to another organization, here you could find some of the possible ways how you should proceed.

I can confirm the current CRM Online Application design is not allowing us to replicate CRM Online Organization databases across multiple CRM Online instances, this Feature is also not existent in any Kind of current deployment Scenarios of Microsoft Dynamics CRM.

The solution for this requirement could be:

This means you have to create a vanilla out of the box CRM Online Environment and import there the default solution you have exported from your Live Environment, import all the managed customizations and finally transfer the data using one of the following solutions:

Using Excel Sheet exports, for this we can raise the export to excel limit on demand through a new Service Request

Our instance adapter.

You can download the Dynamics NAV connector from here:

https://mbs.microsoft.com/customersource/northamerica/NAV/downloads/service-packs/mdnav_dynamicsconnector

You can download the instance adapter here:

http://www.microsoft.com/en-us/download/details.aspx?id=35385

Blog to read about the CRM Instance adapter:

http://www.magnetismsolutions.co.nz/blog/colinmaitland/2013/03/12/microsoft-dynamics-crm-2011-instance-adapter-part-1—downloads

Microsoft Dynamics CRM 2013 is supported by Connector for Microsoft Dynamics:

http://blogs.msdn.com/b/dynamicsconnector/archive/2013/10/17/microsoft-dynamics-crm-2013-is-supported-by-connector-for-microsoft-dynamics.aspx

Or you might be able to appeal to a 3rd party solution like ex. ScribeSoft or KingswaySoft SSIS integration

Or using other solutions, basically all of those solutions work through the SDK using our CRM Web Services.

Best Regards

Dynamics CRM Support Team


Comments (3)

  1. Zoran_Ivanov says:

    Hello,

    You can also use the MSCRMToolKit's Reference Data Transporter and the N:N Associations Transporter to copy data between organizations:

    mscrmtoolkit.codeplex.com/documentation

    and

    mscrmtoolkit.codeplex.com/documentation

    Cheers,

    Zoran

  2. John V says:

    We've found the instance adapter to be almost totally unusable to migrate orgs in a wholesale fashion even for nearly vanilla environments. This is especially true going from on-prem to online.  It is riddled with issues and lack of support for common scenarios such as handling closed cases.  Even though the upfront work is greater, stick with Scribe, CozyRoc, KingswaySoft, etc.   The instance adapter is best suited to simple single entity migration of data (say pushing accounts from Prod to UAT), and no more.

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