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Copy data between two Dynamics365 CRM instances


Manoj Chaurasia

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Hi Patrick,

 

Here are the steps:

 

Install an agent

 

Cloud if both tenants are in the cloud, or an IFS

On Premise if one of the tenants is on premise

Note: you won't be able to migrate data between 2 on premise only installations

 

 

Create two connections, one for each D365 instance

Create a Solution and select the appropriate agent

Create a Map within that Solution

 

Add the connection for the source

Add the connection for the target

Drag a Query block from the source

 

Select the entity and any filters

 

 

Drag a "For Each Result" and link to the Query

Dray the needed Create, Update, Insert, or Upsert Block

 

Select the entity

Enter match criteria if an Update block

Map the fields

 

 

 

 

 

If you're migrating data from one D365 instance to another, you'll have to implement the appropriate key matching, GUID re-use, status changes, etc.

 

Hope this helps.

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I believe i've followed those instructions correctly, but I'm still getting an error when trying to select a target. Here are my screenshots, the last is the message i get when I click the Target Connection button.

[image: Screen Shot 2019-02-08 at 3.32.08 PM.png]

[image: Screen Shot 2019-02-08 at 3.33.57 PM.png]

[image: image.png]

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