Data Migration in Dynamics 365

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Data Migration: -  It is a one-time activity when we can able to move the data from one environment to another environment (i.e one server to another server) that is called as Data Migration.

Link to download sdk:  sdk

In this above link you will get a zip file which contains Plugin registration tool and Data Migration tool.


  • After downloading the zip file un-zip it to a folder.
  • ConfigMigration => DataMigrationUtility.exe 
  • Open the tool
  • We have 3 steps for data migration
    • Create Schema
    • Export data
    • Import data
  • Firstly we need to create the Schema for data import, so select create schema


  • Login with your CRM credentials


Select the Environment that you want to import the data from



Select the Entity and fields that you want to export

Click on Save and Export


Now it will ask you to Do you want to export the data then click on Yes.

On the next window you can select the location where the data should export.


Now Export data.
then you will get the confirmations in the window.
Now check in the folder for zip file.



  • Now we need to send this zip file to the target environment.

  • Open the Data Migration Utility tool and select the Import data
  • Then login to the Data Migration Utility tool with the target environment credentials.




  • Login to the environment.
  • Select the zip file which is exported from first envirnment.
  • Select Import




 



Note: -
  • The target environment and source environment should have the same entities with the same schema names and with the same schema names for fields also which you want to migrate.
  • After exporting the data in the target environment the GUID's of records you will get will be the same as the source environment.

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