CRM Configuration Migration not migrating all the records in Dynamics 365

Trust me the utility work pretty well.

In case if you are facing any failure while doing migration, then following approach may help you overcome the migration problem.

Here are some tips, which I really found worthy.

• Migrate ONLY Primary Key and then migrate rest of the data for an entity.

           Refer my blog for detailed explanation http://vjcity.blogspot.com/2019/02/effectively-using-crm.html 

• Check for possible duplicate detection rules.
• Do not club all entities and do migrations, instead do migration entity by entity having parent entity migrated first and then its child entity. Example migrate account first and then its contact.
• Avoid user mapping when doing imports, owner can later be updated via Data import of dynamic CRM.
• Products, Price-list, Price-list Items, Unit and Unit Group entities can be clubbed together and imported from tools. But there is a catch here and if you face an error something like - "The unit id is missing" Refer here https://vjcity.blogspot.com/2019/01/the-unit-id-is-missing-for-product-in.html

Point to note

• Some entities which gets locked cannot have some attributes copied. 

An example is Quote entity which have quote ID or Quote number which remains same between various revision made to a particular quote. Now when you try to migrate such quotes you will face a duplicate quote Id already exists kind of error.

For this I have written a custom application to migrate quote and its related quote products.

IF you came across more useful tips related to CRM Configuration Migration, please put up in comments.

Regards,

Vipin Jaiswal

Vipinjaiswal12@gmail.com