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