Strategies for migrating data from CRM Online to On Premise and vice versa RRS feed

  • General discussion

  • Dynamics CRM is touted as providing customers the "power of choice" because it can be hosted online or on premise which it certainly does, what I want to know is where's the power to easily move all your data from on premise to online and vice versa without having to build custom applications to do this for you?  Is there an out-of-the-box way to export and import an entire CRM so that the destination CRM has EXACTLY the same data as the source CRM? If there is I've never been able to tell how that works, and if there isn't, the power of choice is not so powerful after all.  On-premise to on-premise is easy because its a SQL database backup and restore operation, but that SQL database doesn't do you any good when working with online.

    Tuesday, July 20, 2010 12:05 AM

All replies

  • Hi Frank,

    Microsoft will get you from online to on premise no problem. It won't help you go from on premise to online. If you know scribe, that can be a good tool to help you. I tend to custom develop my migrations from on premise to online. I know some partners are building reusable paths from on premise to online. I haven't seen anyone finish that yet, however.


    Phil Edry – Altriva Solutions – http://www.altriva.com/AltrivaBlog.aspx
    Tuesday, July 20, 2010 12:12 AM
  • http://www.microsoft.com/downloads/details.aspx?FamilyID=54961d25-98d9-4736-bd7e-b5608ecfa2ab&displaylang=en

    Link for Online to On Premise migration.

    Phil Edry – Altriva Solutions – http://www.altriva.com/AltrivaBlog.aspx
    Tuesday, July 20, 2010 12:16 AM
  • Phil - thanks for sharing that link. I'm pleased to see that Microsoft has a supported and documented migration path from online to on-premise, and reading through the documentation you linked to, it looks like a straightforward process.

    It's a little disappointing that one has to request the SQL backup file from customer service, it would be way better if you could get at it whenever you wanted, or at least make the request process dead simple, e.g clicking a button within the settings section in the CRM UI to initiate the request, and make a download link available whenever it was ready.  Obtaining the SQL backup file should be an automated process.

    Until I see a migration path from on-premise to online that is just as easy and supported by Microsoft, the power of choice is still unfortunately not in my or my customers hands.  Conceivably customer service staff should be able to take a SQL backup from on-premise and restore it to an online organization. If this isn't possible, online can't seriously be considered a cost-effective, straightforward, viable migration path for existing on-premise CRM users who want to move to the cloud.

    Tuesday, July 20, 2010 5:08 AM
  • Hi Frank, this is the sort of suggestion that Microsoft Connect is great for. I would suggest going to http://connect.microsoft.com and submitting a suggestion that Microsoft provide an easy way to migrate on premise to online. Then, other connect users can vote up your suggestion and Microsoft will likely give higher priority to your suggestion. Frequently, Microsoft will let you know when it is expected to be implemented if it's already on their list. I'd be happy to vote up that suggestion on connect if you post a link to it here.


    Phil Edry – Altriva Solutions – http://www.altriva.com/AltrivaBlog.aspx
    Tuesday, July 20, 2010 3:54 PM
  • Thanks Phil, here are the connect URLs:

    Automate request and download of the SQL backup file - https://connect.microsoft.com/dynamicssuggestions/feedback/details/576712/automate-request-and-download-of-the-sql-backup-file

    Migration path from On-Premise to Online - https://connect.microsoft.com/dynamicssuggestions/feedback/details/576717/migration-path-from-on-premise-to-online

    If just 4 more people vote up these suggestions, they'll be the most popular requested features, please vote!


    Tuesday, July 20, 2010 4:58 PM
  • Voted!
    Phil Edry – Altriva Solutions – http://www.altriva.com/AltrivaBlog.aspx
    Tuesday, July 20, 2010 6:40 PM
  • You guys have covered the technical side of the equation. But what about the licensing side? The client owns CRM licenses for on premise that they have or are paying for but want to move it to the cloud. Can they get a conversion done on the licensing?

    Is that answer out there someplace?

    Jerry http://www.crminnovation.com
    Tuesday, July 20, 2010 7:07 PM
  • Hi Frank,

    If you are still looking to migrate your data from CRM 2011 version 4 or 2011 to Microsoft CRM Online, the company I work for have just released a product called Echo that effortlessly handles the data migration with very little setup or configuration required.

    For more details checkout the site http://www.synchronicity-systems.co.uk/echo/ there is a free trial that you can download to evaluate.

    Hope that helps - let us know how you get on.



    Thursday, September 1, 2011 7:02 PM