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Hi All,

I created a new Organization with a different name for testing purposes.

Now I want to export Accounts, Contacts and Opportunity from the Live Organization to the Testing organization but the problem is that there is no export facility.

Another problem is that if I restore the database on the testing database it will take the other organization ID and will mess up everthing as already happened.

Is there a way to export Contacts, Accounts and Opportunities and Import them to the testing organization not using sql?

Please help me

Regards,

Thursday, February 25, 2010 4:36 PM

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Are you looking for something like this?

http://www.codeplex.com/mscrmbulkdataexport

There is also this utility for importing data:

http://blogs.msdn.com/crm/archive/2008/01/25/data-manipulation-tool.aspx

On thing of note is that these were built using an old version of the SDK, so you do have to play with them a bit to get them working. There are instructions on the Internet of how to do it.

Hope these help.
- Edited by Dan Landberg Thursday, February 25, 2010 7:47 PM clarificaiton
- Marked as answer by DavidJennawayMVP, Moderator Thursday, March 18, 2010 8:44 PM
Thursday, February 25, 2010 7:46 PM
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Backup, restore and deploy using the deployment manager.

http://rc.crm.dynamics.com/rc/regcont/en_us/OP/articles/refreshtestenviro.aspx

Leon Tribe

Want to hear me talk about all things CRM? Check out my blog

http://leontribe.blogspot.com/
or hear me tweet @leontribe

Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
- Marked as answer by DavidJennawayMVP, Moderator Thursday, March 18, 2010 8:44 PM
Friday, February 26, 2010 10:58 AM

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Hi,

why don't you export that to Excel using the CRM UI, save it as CSV then go to the new organization UI and go to Tools > Import Data
You should be able to import the data without problems.

HTH,
André

Thursday, February 25, 2010 4:44 PM
0

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Are you looking for something like this?

http://www.codeplex.com/mscrmbulkdataexport

There is also this utility for importing data:

http://blogs.msdn.com/crm/archive/2008/01/25/data-manipulation-tool.aspx

On thing of note is that these were built using an old version of the SDK, so you do have to play with them a bit to get them working. There are instructions on the Internet of how to do it.

Hope these help.
- Edited by Dan Landberg Thursday, February 25, 2010 7:47 PM clarificaiton
- Marked as answer by DavidJennawayMVP, Moderator Thursday, March 18, 2010 8:44 PM
Thursday, February 25, 2010 7:46 PM
0

Sign in to vote
Backup, restore and deploy using the deployment manager.

http://rc.crm.dynamics.com/rc/regcont/en_us/OP/articles/refreshtestenviro.aspx

Leon Tribe

Want to hear me talk about all things CRM? Check out my blog

http://leontribe.blogspot.com/
or hear me tweet @leontribe

Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
- Marked as answer by DavidJennawayMVP, Moderator Thursday, March 18, 2010 8:44 PM
Friday, February 26, 2010 10:58 AM