CRM Data Migration tool

Posted On April 25, 2017 by Admin Posted in

Introduction:

CRM SDK provides a data migration tool/application called “DataMigrationUtility” which allows simple data migration from one CRM environment to another CRM environment.

Prerequisite:

Microsoft Dynamics CRM.
CRM SDK

Purpose of the set up

Our goal is to migrate accounts from one Online CRM environment to another CRM environment.

Steps:

Open CRM SDK folder and run ‘DataMigrationUtility’ application.
Path: SDK\Tools\ConfigurationMigration

Click on Create Schema. You’ll be asked to log in to your source CRM system.

Select the solution, entity and fields. Then click ‘save and export’, this will save a XML schema file.

To export data: select XML file created in the above steps and create a file to save the data (zip file); then click Exportdata.
1. Click exit after successful export of data.

To import data: Click on Import data and then continue.
1. Login to your target system.
2. Select Zip file which was created in the above steps.
3. Click on Import data