Moving CRM 4.0 data to new D365 CE installation

apollo7
apollo7 used Ask the Experts™
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We need to move CRM 4.0 data into a clean installation of Dynamics 365 CE.  Since version 4.0 doesn’t use solutions, what are the options for moving data (accounts,contacts,leads,opportunities) into D365 CE entities?

We have access to Scribe and KingswaySoft.  We don’t want to go through a stepped upgrade (2011, 2013, 2015, 2016) and want to hear your thoughts on the best way to move our data to D365.  Also, would like to know any downside to moving our data without doing an upgrade.

Thanks
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Principal Consultant
Commented:
You can move data from CRM 4.0 to D365 CE using KingswaySoft without doing any upgrades. I have done this in the past. Be prepared to spend a lot of time on getting the order of importing entities correct - for example, you'll need to do accounts before contacts. A big benefit of using KingswaySoft is that GUIDs are preserved for records so linking contacts for example to parent accounts is done using a GUID and you don't need to worry about matching on the account name.

The problem will be customizations, I don't know of a tool to apply CRM 4 customizations to D365 - I've done these manually. You'll need to examine each entity that you want to migrate and recreate any custom fields, create and modify views and forms to match and also manually create workflows. When you do your customizations - do set up a solution with a publisher for the company name and prefix. Although your custom components won't start with new_ and you'll likely need to spend more time matching fields in Kingswaysoft, I'd say it is good practice to not use the new_ prefix for custom entities and fields.

Another thing to consider is how much data you have to migrate - performing a test migration will help you work out how long. If you have a very large amount - say several tens of Gigabytes, it could be many hours if not more.

So in summary, create customizations manually in D365, move the data using Kingswaysoft, no need to perform stepped upgrades. IMHO.

Author

Commented:
Thanks, Feridun - this makes things a lot clearer

Author

Commented:
Does Scribe work the same way in terms of preserving guids?
Feridun KadirPrincipal Consultant

Commented:
I've not used Scribe but I would be very surprised if it didn't preserve GUIDs.

Author

Commented:
Thanks, Feridun.  This was an excellent answer.

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