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CRM 2011 - Migrating Manage Solution to Fresh Install RRS feed

  • Question

  • Hi Forum,

    Recently, we have acquired a company who also uses same version of CRM as ours. (CRM  2011, On-premise, UR 18).

    We are in the process of merging these 2 CRM for the unified sales process.

    They have some third party managed solution installed ,which we would like to keep.

    My question is, how to migrate those managed solution into our system before killing off their CRM. (by design, can't export managed solutions)

    I guess, we need to ask for the new copy of those managed solutions from the vendor. What are the other options?

    Thanks for your help.

    Wednesday, February 11, 2015 11:38 PM

Answers

  • Hello,

    As a possible option you can try to convert your managed solution to unmanaged and export it from CRM. Recheck following articles:

    http://weblogs.asp.net/gayanperera/magic-turn-a-crm-2011-managed-solution-into-an-unmanaged-one


    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog

    • Marked as answer by H.Desai Thursday, February 12, 2015 8:23 PM
    Thursday, February 12, 2015 5:19 AM
    Moderator
  • Hi H.Desai,

    I agree that you should ask the third party company that produced the managed solution for the solution file and install that in your CRM environment. Once you have that installed, you can export the data from the other CRM system for the managed solution entities (using CRM data export) and then import them into your CRM environment. Alternatively, you could also use Scribe or SSIS to export/import the data, but that would involve more effort.

    Hope that helps.

    John

    • Marked as answer by H.Desai Thursday, February 12, 2015 8:23 PM
    Thursday, February 12, 2015 5:22 AM
  • I'd start by contacting the vendor. Be aware that the 3rd party solution licensing may be per user, in which case the license costs may well change. Also, some vendor use license keys that are associated with the organisation name.

    It could be that you decide to retain the organisation that already has the managed solutions, in which case you may need to do nothing (other than check the license costs)


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

    • Marked as answer by H.Desai Thursday, February 12, 2015 8:23 PM
    Thursday, February 12, 2015 7:04 AM
    Moderator

All replies

  • Hello,

    As a possible option you can try to convert your managed solution to unmanaged and export it from CRM. Recheck following articles:

    http://weblogs.asp.net/gayanperera/magic-turn-a-crm-2011-managed-solution-into-an-unmanaged-one


    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog

    • Marked as answer by H.Desai Thursday, February 12, 2015 8:23 PM
    Thursday, February 12, 2015 5:19 AM
    Moderator
  • Hi H.Desai,

    I agree that you should ask the third party company that produced the managed solution for the solution file and install that in your CRM environment. Once you have that installed, you can export the data from the other CRM system for the managed solution entities (using CRM data export) and then import them into your CRM environment. Alternatively, you could also use Scribe or SSIS to export/import the data, but that would involve more effort.

    Hope that helps.

    John

    • Marked as answer by H.Desai Thursday, February 12, 2015 8:23 PM
    Thursday, February 12, 2015 5:22 AM
  • I'd start by contacting the vendor. Be aware that the 3rd party solution licensing may be per user, in which case the license costs may well change. Also, some vendor use license keys that are associated with the organisation name.

    It could be that you decide to retain the organisation that already has the managed solutions, in which case you may need to do nothing (other than check the license costs)


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

    • Marked as answer by H.Desai Thursday, February 12, 2015 8:23 PM
    Thursday, February 12, 2015 7:04 AM
    Moderator
  • Hi Andrii,John and David,

    Thank you all for your time and inputs.

    Currently, the other company does not have good relationship with the original vendor and therefore it's hard to get new copy from them.

    In this situation, I think we have only option suggested by Andrii. I am aware of the fact that this method is unsupported but so is the vendor :(

    Thanks again.

    Cheers,

    H.Desai

    Thursday, February 12, 2015 8:23 PM