locked
Migrating from CRM 2011 on-premises to CRM Online (Attachments) RRS feed

  • Question

  • I need to move our CRM 2011 on-premises to CRM Online. I got my customizations into CRM Online. My next task is to get the data there. Some are easy but I am not sure how to handle

    1) Interconnected records. For instance a case is connected to an account, emails, products, etc. I figured I just will
        a) export and then import leads first as accounts are connected to leads
        b) export and then import emails and products
        c) export and then import cases
    However, how to I assure that all these records are still having the same connections (case 100 connected to email 501 and 502, etc)

    2) Some records have files associated with them. The biggest one is emails that have attachments. How can I get these emails into CRM Online including attachments?

    Wednesday, April 15, 2015 5:59 PM

All replies

  • Hello,

    I would suggest to use Scribe or SSIS for that purpose.


    Dynamics CRM MVP
    My blog

    Wednesday, April 15, 2015 6:24 PM
    Moderator
  • Thanks. Scribe is way too expensive. SSIS might be an option I need to explore more. Any opinion about Microsoft Dynamics CRM Instance Adapter? I am reading some articles about it and consider giving it a try. However, I can't even find the download despite a lot of searches.

    https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2013/03/12/microsoft-dynamics-crm-2011-instance-adapter-part-1-downloads.aspx

    Wednesday, April 15, 2015 6:59 PM
  • Hello,

    Microsoft Dynamics CRM 2011 Instance adapter has been discontinued. Well you can try contacting Microsoft and try your luck.

    However I did find this link on one of the community posts, not sure whether it will work or not.

    http://community.dynamics.com/crm/f/117/t/153498.aspx

    Hope it helps!


    Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

    Thursday, April 16, 2015 8:43 AM
  • Hi,

         For entities where OOTB import cannot be used you can either use 3rd party connector like scribe, SSIS. Instance adapter is not available any more.

    Hope this helps.
      
    -----------------------------------------------------------------------
    Minal Dahiya
    blog : http://minaldahiya.blogspot.com.au/

    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

     

    Thursday, April 16, 2015 9:05 AM
  • I have used the SSIS toolkit from Kingswaysoft with great success.

    http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-crm

    I don't know how much Scribe it, but I am confident that Kingswaysoft is a LOT cheaper.

    Friday, April 17, 2015 11:54 AM
  • For SSIS-based integration check the commercial COZYROC SSIS+ library. It includes Dynamics CRM adapters and many other useful extensions. When you test and develop from Visual Studio (BIDS), no license key is required. The starting cost is only $399.95/year for two license keys. There is no better value on the market.

    SSIS Tasks Components Scripts Services | http://www.cozyroc.com/

    Saturday, August 8, 2015 9:15 AM
  • For SSIS-based integration check the commercial COZYROC SSIS+ library. It includes Dynamics CRM adapters and many other useful extensions. When you test and develop from Visual Studio (BIDS), no license key is required. The starting cost is only $399.95/year for two license keys. There is no better value on the market.

    SSIS Tasks Components Scripts Services | http://www.cozyroc.com/


    Sure? What benefits do you have comparing to KingsWay soft adapters?

    Dynamics CRM MVP
    My blog

    Saturday, August 8, 2015 12:06 PM
    Moderator
  • Andrii,

    The benefits are:

    - Lower cost.
    - Longer time on the market. The adapters have been on the market since August 2010.
    - Ability to create reusable scripts based on the enhanced COZYROC Script Task Plus and Script Component Plus. Based on this technology we have implemented additional scripts for Dynamics CRM which elegantly solve additional integration scenarios and Dynamics CRM API interactions. The KingwaySoft's solution is to bundle all requirements into one common UI, which over-complicates the setup process.
    - Ability to use the Dynamics CRM adapters in combination with COZYROC Data Flow Task Plus. This unique technology allows the creation of completely dynamic data flows where the introduction of additional attributes doesn't break the process.
    - COZYROC's Dynamics CRM adapters are not based on Microsoft's Dynamics CRM SDK. Why this matters because if someone decides to implement SSIS scripts based on KingwaySoft adapters (based on the SDK), the scripts will break when the SDK is changed to a different version. That is not the case with COZYROC. If you create scripts based on COZYROC's Dynamics CRM API, the scripts will work now and in the future.


    SSIS Tasks Components Scripts Services | http://www.cozyroc.com/

    Saturday, August 8, 2015 12:48 PM