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Migrating Data from CRM 2011 on premise to online

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Posted on by gman0104

Hi i have been tasked with migrating data from CRM 2011 to D365 Online. I will be using SSIS and Kingswaysoft to do this so i would like to hear peoples opinion on the following 2 methods.

1. Use CRM 2011 data Source and then pump directly to CRM Online data destination. Errors can be logged to a separate database for reprocessing later.

2. Use SQL database source which is a backup of the on-premise 2011 database and then pump to CRM Online data destination. Again errors can be logged for reprocessing later.

In my opinion 1 is the most favourable because less steps involved, but what are your thoughts (performance, simplicity etc)

Thanks G

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thomasfnorthrup 252 on at

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Thanks for reaching out. I have used both methods and have not experienced that much of a difference. The SQL database source is faster than the CRM 2011 connector, but not by much. I would use the CRM 2011 connector for the sake of simplicity in development.

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a33ik 3,306 Most Valuable Professional on at

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Hello,
There is one more option to consider - FastTrack - https://docs.microsoft.com/en-us/dynamics365/fasttrack/
Using FastTrack you will have no need to develop any migration scripts whatsoever - you will have a need to update scripts/plugins/reports/additional code in order to be compatible with the latest API.

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gman0104 29 on at

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Thanks i might use both depending on the amount of data in certain tables but i agree that the CRM connector would be simple to use 🙂

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gman0104 29 on at

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@a33ik
Im afraid this is not a option for us. Thanks

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gman0104 29 on at

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@thomasfnorthrup Ho do you go about the data import ordering of your data. Ar there any useful utilities to determine the data dependencies since i have several hundred entities

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thomasfnorthrup 252 on at

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Hi gman, the only utility I know of is the Entity Data Model tool in the XRMToolbox. This exports an EDM of your database. However, I have found it difficult to read and understand as there are so many relationships that are mapped across the data. I start with Users, then accounts, contacts, leads, opportunities, then build the rest according to use of your system. This does take some time to think through. Sorry I don't have a better answer.

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