Create Data Package file to Import Or Export CRM records.

 

The Microsoft Dynamics CRM 2015 Software Development Kit (SDK) Migration tool is essential for exporting and importing configuration data. It is particularly useful for transferring metadata, customizations, and configurations between environments.

Download Link:

https://www.microsoft.com/en-in/download/details.aspx?id=44567

After downloading Microsoft Dynamics CRM 2015 Software Development Kit (SDK) unzip and Navigate to MicrosoftDynamicsCRM2015SDK\Tools\ConfigurationMigration.

·       To Open SDK tool MicrosoftDynamicsCRM2015SDK\Tools\ConfigurationMigration\ DataMigrationUtility.exe



·       First, we need to Create Schema. Select on Create Schema and click on continue.

·       It be asked to log in to your source CRM system, Select Display list of available organizations and give your username and passed and logging.


·       Please select your organization from where you want export or import data package.

·       Next screen will get open Select Default solution and select any entity, I have selected Account entity as I want get specie account records.


·       Navigate to CRM Open Advance find and select account entity add your filter condition and download fetch XML


·       Take only filter condition from fetch XMl

<filter type="and">

      <condition attribute="name" operator="eq" value="Test" />

    </filter>

  • On SDK Tool Click on Tools on top à configure Import Settings

  •   A New window will get open select Use FecthXML to filter records.



·  New filter POP will get open add filter condition and click on Ok and Click on Save.


  • After Clicking on save a pop will come, The Schema save is complete. Would you like to export the data, Click on yes.


  • ·       Next create one new Zip folder with any name.


  • Select created zip folder in Save to data file, as shown in below screen and click on export data.



  • Navigate to zip folder you can find 3 files.




Thank you...!
















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