{How to} Import Data between Dynamics 365 Environments

Hello Everyone,

Today i am going to share xrmtoolbox tool which can help you to import data between environments.

Let's gets started.

Suppose we have a  requirement to export data from UAT to Production, we can do this task in multiple way.

1. Manual export and Import

2. Kingswaysoft Tool

3. Scribe Integration tool

4. Xrmtoolbox - Data Transporter

So i am gonna show data transporter tool, how it is going to help with data import.

Open Xrmtoolbox and click on Connections 

then choose the Microsoft Login Control 

 Then a pop up will be on the screen and choose Open Microsoft Login Control

Then a new pop up will appear on the screen:

1. choose : Office 365(if you are connecting cloud Dynamics 365 environment)

2. check boxes: display list of available organisations & Show Advanced

3. Online Region: Dont Know, it will be show all environments related to region and click Login.

Then it will be display all available environments and choose one as source and open the "data transporter tool

Data Transporter tool opens in the xrmtoolbox with the source you have chosen:

   

also choose the target environment, then choose the Table you want to transfer data between the environments, in this example i have chosen "Price List Items", all the attributes related to the table will be displayed, you can choose mapping fields by clicking on the mappings.

You can check the whether the data transfer will be accurate or not by clicking on the Preview button :

One you are happy with the data, then you can click on the "Transfer Data" button on the tool.

If there are any issues then it will be displayed on the screen otherwise the data will be tranferred into the environment.

I hope this helps.

Malla Reddy(@UK365GUY)