Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Migrate/Copy records from Sandbox to Production

  • 1.  Migrate/Copy records from Sandbox to Production

    D365UG/CRMUG ALL STAR
    Posted 7 days ago
    We built some views that reference particular records (and the GUID of those records) and we moved the views from sandbox to production. Rather than update over 100 views, we would like to migrate these 5 records from sandbox to production so the views work.  I googled and found a way to do it, but it referenced using a power shell.  Anyone know of an easy way to do this? Thank you!  Laura

    ------------------------------
    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
    ------------------------------


  • 2.  RE: Migrate/Copy records from Sandbox to Production

    TOP CONTRIBUTOR
    Posted 7 days ago
    Can you show us the PowerShell script you used?

    looks very interesting

    ------------------------------
    Giovanni manunta
    Application Owner MS Dynamics 365 CE
    ------------------------------



  • 3.  RE: Migrate/Copy records from Sandbox to Production

    GOLD CONTRIBUTOR
    Posted 7 days ago
    Hei Laura, I usually use configuration migration utility for this, you can download it here as a nuget package and extract as an ordinary zip file: NuGet Gallery | Microsoft.CrmSdk.XrmTooling.ConfigurationMigration.Wpf 9.1.0.34

    You can add the entity you need and copy the fetch xml (generated from advanced find) so that you get only the records you are interested in. Here are some links that should get you started:
    Microsoft Dynamics 365 CRM Configuration Migration Tool | PowerObjects
    Move configuration data across organizations - Power Platform | Microsoft Docs
    Here is where you paste fetchxml




    ------------------------------
    Zarko Radevic
    Dynamics 365 developer
    Digitale Medier 1881 AS
    ------------------------------



  • 4.  RE: Migrate/Copy records from Sandbox to Production

    TOP CONTRIBUTOR
    Posted 6 days ago
    @Zarko Radevic - been meaning to try that for a while. Are there any pitfalls or tips you can share?​

    ------------------------------
    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
    ------------------------------



  • 5.  RE: Migrate/Copy records from Sandbox to Production

    GOLD CONTRIBUTOR
    Posted 6 days ago
    I wouldn't say there are any pitfalls @Donal McCarthy, use the fetch xml as I described. Also be aware of that you have to include all the entities involved in native N:N relations (use fetch xml on both entities in relation if you want to transfer only specific records), click on the button "Validate Schema" to get warnings if any. It is described here: Create a schema to export configuration data - Power Platform | Microsoft Docs

    ------------------------------
    Zarko Radevic
    Dynamics 365 developer
    Digitale Medier 1881 AS
    ------------------------------



  • 6.  RE: Migrate/Copy records from Sandbox to Production

    SILVER CONTRIBUTOR
    Posted 7 days ago
    Hi Laura

    Can you give a bit more detail re the records causing the problem. Are they a lookup table (entity). This is a trap to be wary of.

    We use the Data Transporter from the XRMToolBox - works a treat.  Use the Filter Option (top right). Get your FetchXML from Advanced Find for the records you need.

    Be careful not to create duplicates and if you do - work out how your are going to handle them.

    i'm sure someone in your User should also be able to help you otherwise reach out here again.  Teams is good if you really help.

    Regards

    Peter Hale
    Dynamics Admin/Dev
    Naish Pty Ltd
    Ormiston QLD Australia

    ------------------------------
    Peter Hale
    Naish Pty Ltd
    ------------------------------



  • 7.  RE: Migrate/Copy records from Sandbox to Production

    D365UG/CRMUG ALL STAR
    Posted 6 days ago
    Thank you all for your help - I really appreciate it!  Passing this along to my IT group!  @Giovanni manunta - I dont know about a power shell app, I just found some info about that when I googled.

    thanks! Laura​

    ------------------------------
    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
    ------------------------------



  • 8.  RE: Migrate/Copy records from Sandbox to Production

    Posted 5 days ago
    Laura,
    If you are only trying to move 5 records from one environment to another with the guids, a simple OOB export/import may be all that you need.
    Here is a great post by Kylie Kiser that outlines all of the necessary steps:
    KRM: Kylie's Research Management: Copying Records with GUID in Microsoft Dynamics 365 (crmkrm.blogspot.com)

    ------------------------------
    Kim Jopp
    Opus Group
    MN
    ------------------------------



  • 9.  RE: Migrate/Copy records from Sandbox to Production

    D365UG/CRMUG ALL STAR
    Posted 4 days ago
    Thank you so much @Kim Jopp!!​

    ------------------------------
    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role