CODEWITHSUNDEEP
dynamics-crmcrmdynamics-crm-onlinedynamics-crm-2015
said-ipman
said-ipman

Reputation: 41

Microsoft Dynamics CRM on-premises Migration to Microsoft Dynamics CRM Online

I want to migrate Microsoft Dynamics CRM on-premises 2015 to Microsoft Dynamics CRM Online 2016 without use service Scribe or another service.

the steps I want to use is:

1 : export a special solution called the Default Solution. The Default Solution contains all the components in CRM and import in CRM Online.

2 : Export Data to Excel for all entities in CRM on-premises and import in CRM Online.

3 : map users CRM with AD Office 365.

Is this correct steps? Any another way to migrate or ideas ?

Upvotes: 1

Views: 1775

Answers (3)

AkilaI
AkilaI

Reputation: 131

I also have the same task to migrate crm on premise organization to crm online organization. I also follow the same steps. Here are some of the things I have learned so far,

  • Plugins implemented in full trust mode did not worked in online environment because it only supports the sandbox mode for plugings.

  • It's better to use data migration tool such as MSCRM Toolkit. But unable to maintain to ownership of the record.

Upvotes: 0

Daryl
Daryl

Reputation: 18895

If you're attempting to migrate a small amount of data, you can use the Data Migration tool in the SDK. It's better than the Excel imports.

Upvotes: 0

LuisM
LuisM

Reputation: 16

I think your steps are just right. Just be advised, CRM Online has new functionality not included in CRM 2015 on-premise, you do need to check that features.

For two reasons:

  • Something might stop working
  • Something might continue working but there's a new functionality in CRM Online that already does it without coding.

And I would add another step, check that all of the workflows are Active, after adding the users .

Upvotes: 0

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