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I want to migrate an Microsoft CRM implementation from one environment to other environment. RRS feed

  • Question

  • Suppose I want to migrate an Microsoft CRM implementation from one environment to other environment. Let us assume that there a published workflow for account entity. Now in normal usage there will be few accounts-records for which the workflow will be waiting/Waiting for Resource/Failed/Succeded state. So what should be our strategy for the migration. What will happen to the records which are in waiting state and what will happen to the records which are in-progress?
    Monday, September 26, 2011 3:01 PM

Answers

  • You would re-import the entire organization into the new test environment (Called a redeployment). All the states of the records etc , workflows will remain intact, perfect for troubleshooting production issues. You can then fix and then export the fix back into production (via customization files aka Solutions).
    Monday, September 26, 2011 3:31 PM

All replies

  • You would re-import the entire organization into the new test environment (Called a redeployment). All the states of the records etc , workflows will remain intact, perfect for troubleshooting production issues. You can then fix and then export the fix back into production (via customization files aka Solutions).
    Monday, September 26, 2011 3:31 PM
  • One thing is migration of customizations (solutions, custom entities, views, charts, etc) to another environment. That you can do by exporting and importing the solution that contains your customized components.

    Another thing is migration of data. If you want to migrate ALL data including the state of suspended workflows etc. you have no choice but to import the entire organization as Chris points out. To do that you'd need to backup the database and restore it in the new server. Then follow the steps provided here: http://technet.microsoft.com/en-us/library/hh127042.aspx. This method will migrate data + customizations (everything).

    The other option is for example if you want to migrate all your accounts from one environment to another then you can just export them to excel and import them in the new environment.


    Gonzalo | gonzaloruizcrm.blogspot.com

    Monday, September 26, 2011 6:04 PM
    Moderator