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Migrate all data from one CRM 2013 Org to another - possible? RRS feed

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    Is it possible to migrate all of our data from one CRM Organization to another?  One of our organizations was setup using Managed solutions, but we have all the solutions saved as unmanaged.  We'd like to basically build a new Organization with just the Unmanaged solutions and migrate the data to this solution, but I haven't found a good way to migrate the data.  I'm looking at the Microsoft Dynamics CRM 2011 Instance Adapter which is reported to be compatible with CRM 2013, so would this work?  I also saw some tutorials on doing this using Export/Import through excel, but given the amount of data we have I can't see that this would be efficient.  And another method is using something like Cozyroc, but again given the amount of data we have it seems this would take a LONG time to migrate over.

    Thanks for any input.  

    Friday, May 8, 2015 2:17 PM

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    It is possible to migrate data between organisations, but it is time consuming as you have to migrate the data an entity at a time. The main considerations are:

    • It's a lot easier if you keep the same primary key values, as you won't then need to do any mapping. This is fine for most records, but is a bit more awkward for the systemuser entity, as you'd have to migrate these programmatically. This is not too tricky for OnPremise, but I'm currently trying to work out if it's possible for Online
    • You'll need to be careful of the sequence in which you migrate entities, to ensure referenced records already exist
    • You'll need to decide which workflows and plugins to enable, and which to disable, during the migration
    • You can retain the createdon values for records, by using the overridecreatedon field, but the modifiedon value will be lost
    • You can retain the createdby and modifiedby fields, but only by using impersonation. Not all tools support impersonation

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Monday, May 11, 2015 8:52 AM
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    Hi Sam, 

    David has got a good summary, he has covered most of tricky things that you need to watch out when designing your migration solution. 

    I would recommend you check out our data integration solution at http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-crm/download. We do handle systemuser mapping easily using text lookup feature, and also we support createdby and modifiedby fields. 

    Check it out and let me know if you have any questions. The tool is free for any interactive use (which you can use for a full migration). 

    Cheers,

    Daniel Cai | http://danielcai.blogspot.com | @danielcai | Data Integration made easy with SSIS Integration Toolkit


    Thursday, May 14, 2015 3:11 PM