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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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