Copy data between two Dynamics365 CRM instances

[Manoj Chaurasia]

Is it possible to set up a replication between two Dynamics 365/CRM connectionsI need to move data from one tenant to another, but when I have my source connection pointed at Dynamics 365, I am unable to select the other 365 tenant as my target.

[Jeff Levetin]

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.

[Manoj Chaurasia]

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]

[Jeff Levetin]

Hi @Patrick McLeod,

 

I don't see the screenshot images. I think you need to attach the files using the image icon at the bottom. I don't think cut and paste works.

 

Jeff

[Manoj Chaurasia]

How about now

[Jeff Levetin]

Hi @Patrick McLeod

 

You need to create an Integration Solution (IS), not a Replication Solution (RS). Then add the map to the Integration Solution.

[Manoj Chaurasia]

Got it. Thanks!