Tuesday, 19 December 2017

MICROSOFT DYNAMICS 365 PLANNING IMPORT DATA

Import Data


- Ways to import data:
  - Import Data Wizard
  - Programmatically using the SDK
  -Third-party tools
  - Data Loader Service

-Microsoft Dynamics CRM 2011 On-Premise and later can leverage the On-Premise to Online Conversion Service.



Planning the import

 - Consider how much legacy data to bring into Dynamics 365 (some, all or even none)
 - Do not underestimate the time needed to export, process and import data.
 - When will legacy data be cleansed? Before or after import.
 - Some record types require special consideration, such as quotes which cannot be imported in a State other then draft.


Data Loader Service:


- A cloud based service for moving data between files and CRM Online.
- The service is provided as part of Lifecycle Services and Dynamics

 - Data is staged in Azure.
    - 500 records will be imported in a second 

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