When you move from CRM On Premises to CRM Online, you have to migrate your data. This can be done easily using a tool like Scribe Insight, SSIS with Kingswaysoft, or the Dynamics Connector. The following tips will make your life easier when making the move.
- Add a custom field to the 2013 user record to hold the old user id to simplify translation of record owners.
- When you import records, map the CRM record GUIDs to the new record IDs, so you don’t have to transform to populate lookups
- Bring in all records before setting statecode/status code. You can’t add relationships to closed records, so wait until all records are imported, then do another pass and update the closed records
- Some things need to be updated post closing of the records. Activity and case “actual” fields, for example.
- If multiple currencies are involved, set the exchange rates on currencies in CRM Online before you import the records.
- Temporarily create CRM Online users for disabled users in CRM on premise so you can maintain legacy record ownership.
- Be aware that modified on, modified by, and created by cannot be overwritten. Create a dedicated migration/integration user for the migration to run as.