Migrating from CRM 2011 on-premises to CRM Online (Attachments)

I need to move our CRM 2011 on-premises to CRM Online. I got my customizations into CRM Online. My next task is to get the data there. Some are easy but I am not sure how to handle
1) Interconnected records. For instance a case is connected to an account, emails, products, etc. I figured I just will
    a) export and then import leads first as accounts are connected to leads
    b) export and then import emails and products
    c) export and then import cases
However, how to I assure that all these records are still having the same connections (case 100 connected to email 501 and 502, etc)
2) Some records have files associated with them. The biggest one is emails that have attachments. How can I get these emails into CRM Online including attachments?

Thanks. Scribe is way too expensive. SSIS might be an option I need to explore more. Any opinion about Microsoft Dynamics CRM Instance Adapter? I am reading some articles about it and consider giving it a try. However, I can't even find the download despite
a lot of searches.
https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2013/03/12/microsoft-dynamics-crm-2011-instance-adapter-part-1-downloads.aspx

Similar Messages

Migrating from CRM 2011 on-premise to Online

Hi there,
We currently run CRM 2011 on-premise, we have 5 users and minimal customisations so far. We would like to migrate from On-premise to Online as we have this available through our Office 365 plan. Is there a migration tool available from Microsoft, or a manual
migration guide? We have searched for info online and can only find 3rd party tools that provide this function that are very pricey for such a small company.
Are we stuck doing this manually or is there a way?
Steve

For the migrating from CRM on premise to online has two parts:
1.Customization
You can export the total solution as following:
Go to Settings->Customization->Export Solution
Click Next->Choose what you want to export.
Click Next to export.
Then you can go to another CRM Online instance, go to Settings->Solutions->Import solution.
2. Data
For the out of box function of CRM 2011 Online, we does not support all data export one time. But we support all data export for one entity one time as following:
Let us take example that you want to export data for Account and Contact record types.
1. Create a view of all fields for the record type Account.
a. Go to accounts Grid and click on Create personal view
Click Edit Columns in the dialog that pops up and then click Add Columns.
Click the checkbox in the header to select all columns. (This will export data for all columns, some of which may not be importable)
Click ‘ok’ and then Click ‘Save’ on the Ribbon in Advanced find dialog. It will prompt you for name of the view .Provide the name for the view.
2. Navigate to view (Account) and Export the data in Static Excel format.
a) Go to Accounts Grid.
b) Navigate to Accounts view.
c) Click Export to Excel.
d) Select “Static worksheet with records from all pages in current view”.
e) Click Export and save the file. (Account.xls)(The records that are exported will be based on the record for which you had privileges).
f) Save the file in CSV /XML format from Excel. (Account.csv)
Wilson

Remove ability to "create personal view" in CRM 2011 on premise.

CRM 2011 on premise. I am trying to remove a users ability to create a personal view. I would like to remove that option from the pulldown. TIA

Hi,
If you will set the
Saved View Delete privilege level to
User , then only the user will be able to delete his/her own assigned Saved Views.
Jehanzeb Javeed
http://worldofdynamics.blogspot.com
Linked-In Profile |CodePlex
Profile
If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

What cable do I need for a full migration from a 2011 MacBook Pro to a new current one-wireless migration way too slow.?

What cable do I need for a full migration from a 2011 MacBook Pro to a new current one-wireless migration way too slow.?

All you need is an Ethernet cable.
Just plug it into both machines. Don't bother with a crossover cable, just a plain old Ethernet cable will do. The Ethernet ports on the Macs are smart and will adjust appropriately.

Migrating from SBS 2011 to Windows Server 2012R2 Standard with 365

Im looking to move SBS 2011 to Server 2012R2 standard and with a 365 migration as well.
Im thinking
BPA for AD (health check)
Add the Server2012R2 as a DC
Ensure replication
Move DHCP
Change DNS
Now this is where I get lost, now Im lost to use either dirsync or add essentials service, I have gone for standard and 30 cals with the option as I have 28 users and the essentials service would make everything quite nice for remote access and backups
etc.... however I don't know whether to just use dirsync with password replication instead ?
Currently Im aiming towards getting the dc up and running then enabling essentials on the dc but I dont know how it will effect SBS and having essentials on the same network and sync'ing people to the cloud ? So Should I use DirSync on a different server
instead to sync up to azure ?
Finally with 365 I have only ever done a migration involving an export of pst's from an exchange box and then on a new domain with new pc's and reimport the pst's on the user accounts in outlook.
However I have read when migrating to 365 was using exchange 2010 there was a application
to move everything across however you needed an ssl cert iirc ? so I dont know how it works now since the nice new dashboard upgrade (assuming the tool has been updated like dirsync)
along with the above how does AD now know where exahcnge if you use the migration app with an ssl cert and is it a case of still running the 365 config tool to configure each user to look at their mail in the
cloud ? Also is it a good idea to enable essentials from the start of the 2012r2 dc for replication top 365 or to use dirsync ?
then finally when replications is all good start transferring the FSMO roles over to the new DC and demote and remove the SBS server
I have seen (below) but i dont think it covers this scenario and I cant be the only person in this situation =\ ?
http://blogs.technet.com/b/infratalks/archive/2012/09/07/transition-from-small-business-server-to-standard-windows-server.aspx
http://social.technet.microsoft.com/Forums/en-US/f552ef12-07a9-4f7a-bf5e-24500c3e1dc3/migrate-sbs-2011-to-server-2012-standard?forum=smallbusinessserver
http://social.technet.microsoft.com/Forums/en-US/e1d4b09f-8857-4ef6-9a80-6a906e76b688/how-to-migrate-sbs-2011-to-standard-2012-server?forum=smallbusinessserver

Hi,
Would you please let us know current situation of this issue? If any update, please feel free to let us know.
à
Currently Im aiming towards getting the dc up and running then enabling essentials on the dc but I dont know how it will effect SBS and having essentials on the same network
and sync'ing people to the cloud?
I’m a little confused with the description. Did you mean that set up DC (Windows Server 2012 Standard) and
then install the Windows Server Essentials Experience role? If so, when you migrate, please refer to the article:
Migrate from Previous Versions to Windows Server 2012 R2 Essentials or Windows Server Essentials Experience
Regarding to migrate Exchange to Office 365, please refer to following articles.
Migrate
All Mailboxes to the Cloud with a Cutover Exchange Migration
Step-By-Step:
Migrating from Exchange 2007 to Office 365
Please Note: Since the web site is not hosted by Microsoft, the link may change without notice. Microsoft
does not guarantee the accuracy of this information.
Meanwhile, there is an additional article that you can refer to:
Manage Office 365 in Windows Server Essentials. It may help us to understand Office 365 in Server Essentials clearly.
If anything I misunderstand, please don’t hesitate to let me know.
Hope this helps.
Best regards,
Justin Gu

How can I migrate from Outlook 2011 to iCal and Apple Address Book in Mavericks now that synching is no longer possible?

Now that I am on Mavericks and no longer able to sync between my iPhone/iPad and Outlook 2011 on my MacBook Pro, I'm finally taking the leap (which I should have done long ago) and abandoning Outlook 2011 all together (doesn't help that Outlook now prompts me to rebuild by Identity multiple times per day). I am hoping to export from Outlook to iCal, Address Book, etc, but I would love it if someone could check my steps.
Delete iCal and Apple Address Book content -- Because I have old data in iCal and Address Book (that was synched before I upgraded to Mavericks), I planned to delete this data as follows:
Manually deleting my multiple calendars in the iCal app
Go to Go>Home>Library>Calendars and drag "Calendar Cache" to trash
Go to Go>Home>Library>Caches and drag "com.apple.iCal" and "com.apple.AddressBook" to the trash
Go to Go>Home>Library>Application Support and drag "Address Book" to the trash
Export Outlook 2011 Calendars to iCalIs there a file format that I can use to export from Outlook 2011 and then import into iCal? I will use this file format to individually export each of my calendars from Outlook 2011 and import them into iCal.
Export Outlook 2011 Contact List to Apple Address BookIs there a file format that I can use to export from Outlook 2011 and then import into Apple Address Book?
Suggestions would be greatly appreciated.

Hi acs4055,
As per your query I found a relevant solution for resolving this, actually I haven’t tried the steps you wrote here in your query. But I found a solid key answer for exporting from Mac OS X Mavericks (10.9.1) Outlook 2011 to iCal for Apple mail. This is possible through Drag and Drop method via this you can undoubtedly migrate Outlook 2011 Calendar to ical format.
Hope it will assist you and you will be able to attain a desired solution.

Server 2012 and Exchange 2013 Migration from SBS 2011

Server UpgradeI'm migrating an SBS 2011 server to a new machine with Server 2012 R2 and a Hyper-V server running Exchange 2013. I've set up the new machine, all is running well in a test environment. I now want to migrate the old server to new. These are the steps I'm going to take and I wanted advice for any modifications or errors. 1. Demote DC on Server 2012 that I set up to test. 2. Join new Server 2012 to existing SBS 2011 domain. 3. Promote Server 2012 to DC. 4. Join the Hyper-V Server 2012 to the Server 2012 domain.5. Migrate Exchange 2010 on the SBS 2011 Server to Exchange 2013. 6. Transfer FSMO role from SBS 2011 Server to Server 2012 DC. I'll copy shared data files using robocopy.The only things I'm not sure about is the FSMO order, when to do that and the fact that I already have Exchange 2013 installed in the test...
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I recently acquired a SuperMicro chassis that has a SAS2 expander backplane. It has SFF-8087 ports on it.http://www.supermicro.com/manuals/other/BPN-SAS2-846EL.pdfI made a post on another forum and someone mentioned that the card couldn't be used with that backplane since it's a SATA controller, however, the backplane is both SAS and SATA device compliant, it's only the RAID controller, as far as I know, that is a "SATA II" controller, and not a SAS controller.So, I couldn't find anything in the official documentation of this controller on whether or not it was able to control SAS devices. The card itself has a 3 SFF-8087 ports though, couldn't this theoretically still be used with a SFF-8087 to SFF-8087 cable(seen below)since the backplane is a SAS/SATA backplane?...

Date migration from Legacy system (excel file) to CRM 7.0

Hi,
Can any one guide me on the below:
I am provided with excel files having prospect data with 63 fields and most of them are not the part of standard fields available.
The requirement is to create the same data in CRM. I am unable to use ELM as most of the fields are not available. I suppose i need to get the fields created by technical team. However need some knowledge sharing on this. I think even BAPI approach would need fields to be created first.
Should i revert back to the client asking for detailed information on the tabs or sections under which the missing fileds have to be created?
Also guide me with alternate solution to map the data from legacy to CRM
Please mark your solution on this
thanks

Agarwal,
In your situation you need to have the additional attributes created in CRM, before you can do an upload. Now if the new attributes are marketing attributes for the business partner, you can use ELM. Otherwise if you still want to do ELM then you need to use the BADI.
Your other option is use XIF adapter with LSMW to perform the upload, but the custom fields must appear in the bdoc structure on the CRM for them to appear. Normally this won't be a problem if the CRM system has been extended via EEWB or AET.
Take care,
Stephen

Data Migration from CRM 5.0 to CRM 7.0

Hi Friends,
We are into a re-implementation on CRM 7.0. The old system was on CRM 5.0.
Since this is not an upgrade, the data will not copied over from the old system into the new system.
So, now I would like to know how to migrate data (master/transaction) from CRM 5.0 into 7.0.
I have read that we can make use of BAPI/LSMW/IDOC/XIF adapters to push info into CRM.
But, the customer wants all the historical data to be in the new system.
I think master data can be handled.... but how to migrate the transaction data?.... i mean the number ranges/document flow.. and other relationships.. how can we maintain the same links into the new system?
If it was a migration from legacy system into the SAP CRM, we could have gone ahead with new number ranges etc... but this migration is from SAP to SAP.
Also, we will have ECC6.0 connected to CRM 7.0. ANy additional things to be taken care of when the connection is live in DEV/QA/PROd instances?
Any pointers to this ?

Hi Gary,
As per my understanding, your data migration involves quite complex scenarios covering the CRM and ERP box. As the customer needs the old data to be present in the new implementation, the old data needs to be migrated from the CRM 5.0 to CRM 7.0. For the migration to happen, you need to setup the customization (like the number ranges,Condition Data Tables, etc ). Then only you can proceed with the data migration. Also, you need a proper backup plan as this involves proper backup of the data.
Once the setup is complete, you need to configure the ECC6.0 with the CRM7.0 system. Here also, you need to do a lot of settings and performing the Initial loading of the Adapter Objects. But before you proceed with the entire operation, the entire system landscape must be properly defined with appropriate settings.
My recomendation is to take help of SAP Consultants and data migration experts as they are the best persons to guide you on this. Also it would be great if you can go through the SAP Best Practices documents which are best repository documents to guide you on this.
Have a look on this link for an overview of the CRM Data Migration
http://help.sap.com/saphelp_crm60/helpdata/en/1a/023d63b8387c4a8dfea6592f3a23a7/frameset.htm
Hope this helps.
Thanks,
Samantak.

CRM 2011+An error has occurred during report processing. (rsProcessingAborted)

Hi,
i have installed CRM 2011 on-premise version in Server A. Database and CRM 2011 Reporting Extenison in Server B. Both the server are 64 bit server and IIS 7.0 . i can able to browse the Report server url. USer as been added in Sql DB Logins and
as permission to Reportserver and ReportservertempDB.
i can able to access the CRM Reports only using Admin Credenttials that is from the credential which Report server is installed and configured
Error in server 1:
Web service request SetDataSourceCredentials to Report Server
(http://servername/Reportserver_XXXSQLSRVR)failed with SoapException. Error: An error has occurred during report processing. (rsProcessingAborted).
Error in Server 2: took this error From error log file
processing!ReportServer_0-1!7e4!03/16/2011-10:34:51:: e ERROR: Data source 'CRM': An error has occurred. Details: Microsoft.ReportingServices.ReportProcessing.ReportProcessingException: Cannot create a connection to data source 'CRM'. ---> Microsoft.Crm.Reporting.DataExtensionShim.Common.ReportExecutionException:
Caller S-1-5-21-1587242514-2812063576-513219026-1110 has insufficient privilege to run report as user 9f69b98c-c73d-e011-bd85-842b2b6567dd
processing!ReportServer_0-1!7e4!03/16/2011-10:34:51:: e ERROR: An exception has occurred in data source 'CRM'. Details: Microsoft.ReportingServices.ReportProcessing.ReportProcessingException: Cannot create a connection to data source 'CRM'. ---> Microsoft.Crm.Reporting.DataExtensionShim.Common.ReportExecutionException:
Caller S-1-5-21-1587242514-2812063576-513219026-1110 has insufficient privilege to run report as user 9f69b98c-c73d-e011-bd85-842b2b6567dd
processing!ReportServer_0-1!7e4!03/16/2011-10:34:51:: i INFO: DataPrefetch abort handler called for Report with ID=. Aborting data sources ...
processing!ReportServer_0-1!7e4!03/16/2011-10:34:51:: e ERROR: Throwing Microsoft.ReportingServices.ReportProcessing.ProcessingAbortedException: An error has occurred during report processing., ;
Info: Microsoft.ReportingServices.ReportProcessing.ProcessingAbortedException: An error has occurred during report processing. ---> Microsoft.ReportingServices.ReportProcessing.ReportProcessingException: Cannot create a connection to data source 'CRM'.
---> Microsoft.Crm.Reporting.DataExtensionShim.Common.ReportExecutionException: Caller S-1-5-21-1587242514-2812063576-513219026-1110 has insufficient privilege to run report as user 9f69b98c-c73d-e011-bd85-842b2b6567dd
Eventvwr error in server 2:
Failed to unload app domain DefaultDomain. The following exception occurred: Error while unloading appdomain. (Exception from HRESULT: 0x80131015).
I tried the Following ways to fix it
1.added User as content manager
2.In CRM apppool i have Admin in identity column
its really paining when i'm unable to access the CRM 2011 Default Reports. got stucked for a day.
Thanks, Saraswathy Kumaravelu

Hi All,
I encountered this same issue today after installing CRM 2011.
CRM 2011 on Server A
SQL and SSRS 2008 R2 on Server B
I found that I got the same errors described here when running the standard reports even after I had installed the Reporting Extension (CRM 2011 replacement for CRM 4.0 Data Connector). The reason I got the error was because the 'Data Source Type' had not
been updated in Report Manager.
Here's how I resolved:
1. Browse to Report Manager (http://SERVERB/Reports)
2. Open the Organisation_MSCRM folder
3. Click Show Details
4. Open the MSCRM_DataSource
5. Change the Data Source Type from Microsoft SQL Server
to Microsoft Dynamics CRM SQL
*Note: - This option is only available once Reporting Extension has been installed on SSRS Server.
6. Clear the contents of the Connection String box
7. Set the Connect Using: option to Credentials Supplied by user running the report
but do NOT check the
Use as Windows Credentials when connecting to the DataSource option.
8. Click Apply
9. Restart the SQL Reporting Services Service in
Reporting Services Configuration Manager
10. Test by running one of the Standard CRM Reports (e.g. User Summary)
Ta Da!! - Success!!
Hope this helps!

CRM 2011 Data as an External List

Hi,
Im having trouble creating an external data source in sharepoint designer 2010. I would like to consume the web services provided by CRM 2011 on Premise.
http://crm.domain.com/Organization/XRMServices/2011/Organization.svc
I have tried many different types of URL but whenever i try to connect i get an error saying that the url did not return a valid description of an XML Web service.
I've tried many different URLs, ive added ?wsdl and ?wsdl=wsdl0 etc. but i always get the same error.
If i put the URL in the browser I can see all the XML without any problems.
Has anyone encountered this before?
Right now im looking into creating a BDC Model from Visual Studio instead but i was really hoping to be able to do this in SPD.
Any help appreciated.

Hi, Sorry about not replying earlier.
Been busy. In the end this is how I got a list of CRM data into Sharepoint.
I actually took two different approaches.
One was to use sharepoint designer to access the Secure store key i created, and pull the data from the CRM database. Then i formated it in sharepoint designer. This is a supported approach. And if you use the filtered views provided in the CRM 2011 database
you will be able to get the security features on the data that you setup in CRM (for the user that you have configured the secure store key for ).
That is the easy way. The hard way is to create a new BDC Project for sharepoint. Then you can create a model, in XML that represents the various opperations you will do on the data. This will include, unique find, list, update, delete, etc.
Then you have to go and create those methods in the service class that comes with the model. (this is where you will write code to get the data from CRM)
My suggestion is to get that working first and load in some static data in the code. I had lots of headaches in this part especially with the model.
Say thats working and you were able to create a list that gets data from the new content type then the next thing is to go back into the code and add a web reference to the WSDL file from the CRM 2011 developer resources section on your installation. This
didnt work out of the box for me i had to read a lot of blogs to iron out little bits in the autogenerated code that didnt quite work for me. Also any .net 4 stuff is ruled out as well. But i managed to get the service object created with some CRM credentials,
(probably best to use the secure key again here to avoid having creds in the source, and to decouple any administrative tasks)
Next you can build queries and pull the data straight out of the CRM webservice. I would suggest starting with the list function ( its probably called something else ) and write the code to pull out all the items you want in the list, etc. Then move on to
the other crud functions.
If you are looking for performance for reporting, etc. then use the filtered views, its faster and has less overhead than the webservice.
REST is also an option but i think you can only pull 50 items at a time, so you will have to write the code around that. A bit masochistic though.
Its much easier to get the webservices working with silverlight as you can use the sdk libs i think. but i remember there being a problem with authentication and having to re-enter user/pass and stuff like that.
Ill try and answer any specifics if i can. .
cheers

CRM 2011 Outlook Client not showing all columns in Opportunity Views

Versions:
CRM: 2011 On-Premise - 5.0.9688.1533
Outlook: 2010 Professional - 14.0.6122.5000 32bit
CRM Client for Outlook: 5.0.9690.1992
Basic Problem
The Outlook Client views that show up in Opportunities do not have all the columns that are in the view.
Some of the views do, but not all of them.
Example:
View Name: Won Opportunities
Columns in view: Created on, Location, Quote Type, Scope of Work, Quote Number, Booked Sale Date.....8 other
columns (many custom columns)
Columns in View in Outlook: Icon, Quote Number, Categories, Flag....thats all.
Other Notes
This only happens in the Opportunity section of the Outlook Client.
This does not happen in advanced find in Outlook or anywhere in the web client. This does not happen for any other entity.
This happens on all of our users Outlook clients.
I have tried recreating the view.
No error messages are recording in any logs that I can find.
Any ideas on why this is happening or how to fix it?
Thank you
Paul

1. Are you sure this is a System View and not a User Defined View? Can you take a screenshot of all the availalbe Outlook views when you click on the little down arrow to add a new view? Yes. See the screen shot at the bottom. It is a public
view.
2. What happens when you close the view and add it back? same results.
3. What happens when you restart Outlook? I ask because if you customized your System Views, those are only persistent for a given session. If your restart Outlook, then it should reset the View. we have tried that. and uninstalled Outlook client
and reinstalled. And uninstalled Outlook and reinstalled. Same results. The only view that works for opportunities is the Default Custom View. The strange thing is that the filters are working just fine. just not the columns.
4. A workaround - have you tried creating a new System View similar to the one you want? Yes. same results

CRM 2011 - Exporting a view in 2011 Outlook Client

Using CRM 2011 on - premise with 2011 outlook client RU17
For a few custom entities exporting the default view to excel within Outlook Client results in a generic error pop up.
With tracing on I see the following error:
System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #0086DABC: System.Web.HttpUnhandledException (0x80004005): Exception of type 'System.Web.HttpUnhandledException' was thrown.
---> Microsoft.Crm.CrmException: Number of link entities in query exceeded maximum limit.
The same view exports to Excel with no issues via IE.
I have seen references to this error but nothing that has helped or pointed out a difference to look at between the Outlook Client versus IE.
Regards
Robert

if this is machine specific and Outlook Client related then I would start with ensuring the machine has all the latest Office and OS updates not just the latest security patch but all the latest updates. You'll also want to ensure there are no other
add-ins causing a conflict in Outlook, virus protection is not causing an issue, the machine has sufficient memory, etc. Basically ensure the machine has been optimized for the Outlook Client.
https://curah.microsoft.com/211516/crm-2015-helpful-resources
Regards, Donna

Unhandle error in Silverlight Application MS CRM 2011 with UR-18

Hi All,
Will silverligh work in MS CRM 2011 UR-18 /MS CRM 2013/2015, As I am getting the error "Unhandle Silverlight error" in MS CRM 2011 UR-18, But it was working fine in MS CRM 2011 UR-8.
Please suggest me on the same.
Thanks
Srikanth Reddy

Silverlight is a client-side technology, so shouldn't be impacted by the Crm Server version. Is this error on all clients, or just certain machines ?
If the error is on all clients, and only after installing UR18, then the most likely problem is with the specific code in the Silverlight web resource. Can you identify where the error is thrown ?
Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

Garbled mails after importing from Outlook 2011 to Apple mail

I want to migrate from Outlook 2011 to Apple mail. I found 2 ways to do this:
Copy mail folder by mail folder to a Finder folder as .mbox files, and then importing them into Apple mail
creating an imap account on Outlook, synchronizing mails with the imap server, and then connecting from Apple mail to the same server, thereby re-importing mails to Apple mail
With both methods I have the same problem: some mails arrive completely garbled, below is an example. It seems that mostly HTML mails and mails with attachments are affected, but there are also some ordinary text mails which look weird. The strange thing is: they all look absolutely perfect in Outlook 2011!
I have migrated my mail file from every computer I had since about 12 years, first some PCs, and about 1.5 years ago to a Mac. My suspicion is that mails dating back to the "pre-Mac era" are affected, because the latest ones are all perfect. Any ideas?
1.9; AVE: 8.2.1.122; VDF: 7.10.2.110)
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Martin_63 wrote:
Thank you Csound1, this is what I did. Bought EMailchemy (which costs 30$, not 20$), but which worked perfectly. I had to do some manual work, because the mails will be exported from Outlook, you have to import them folder by folder into Apple Mail and then move them over to the mail account, but now everythig is perfect. I can only recommend this product.
Sorry about the price error, didn' realize it had increased, but still the best $30 you'll spend

Migrating from CRM 2011 on-premises to CRM Online (Attachments)

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