HOW TO MIGRATE THE DATA FROM ONE ENVIRONMENT TO OTHER ENVIRONMENT USING DATA TRANSPORTER TOOL IN THE XRM TOOLBOX?

Welcome, CRM enthusiasts! In this blog, we’ll be diving into the world of Dynamics 365 CRM and exploring a powerful tool within the Xrm Toolbox – the Data Transporter.
There are some situations where will get some issues while migrating the customizations between environments due to reference data. In those cases, Data Transporter Tool in Used.
The Data Transporter is a feature-packed tool within the Xrm Toolbox that facilitates seamless data transfer between entities in Dynamics 365 CRM. Whether you’re dealing with leads, contacts, accounts, or custom entities, this tool simplifies the process of moving records, ensuring accuracy and efficiency.

Specific Important features:

  • This tool allows you to transfer the data from one Microsoft Dataverse Environment to another environment for the selected columns and for specific rows based on XML filter.
  • This tool improves efficiency and specifically maintains the same GUID for the reference data among multiple environments (especially which are referenced in business rules, workflows, JavaScript’s, etc.).

Data Transporter tool is a precision instrument for transferring data between entities. Whether migrating the records, handling N: N associations, or adjusting data relationships, the tool ensures a precise and controlled data transfer.

Scenario: Let’s see how the data transfers from Development Environment to Production Environment using Data Transporter Tool with in the Xrm Toolbox.

Process to achieve this:

Next sign in with providing credentials of the environment from where data must have to transfer. then that will be set as Source as shown in the below image, and source connection (2) can be able to see at the bottom left side and it can also be changed to another environment.
Data Transporter7

  • Click on Select Target (1): It is the environment where data must be transferred, for this need to provide the target environment credentials as connection.
  • If once the Target Connection is done, then Left side below the available entities (3) in the filter box, able to search for the required table to be migrated and select it. Right Side it will display all available columns related to the selected table, now select the required columns.
  • After selection of columns, then in Settings (5) just select the operation to perform either Create or Update as per requirement.
    Create: It creates the record if there is no row with the same GUID in the Target environment.
    Update: It updates the record if there is an existing row with the same GUID in the target environment.
    Delete: It is used to delete the rows in the target environment that does not exist in the source environment.
  • Check the auto settings for user and currency in the Auto Mappings (8). And transfer the data by clicking on Transfer Data (6).
  • Successfully data will get migrated into the target environment for the entities.

What If needed only some specific rows to be updated or to be create in the Target Environment based on some conditions?

For this Filter (4) feature is used.
In this filter section (4), FetchXml query created by “Advanced Find” is needed to filter the rows based on some conditions as shown below.

Data Transporter5

What if the GUID from source data is different from the GUID of Target environment data?

In this case, Mapping is used to map the GUID from source data with GUID of Target environment data.
This feature is useful when the GUID of the referencing lookup values are different between the source and target environment.

Assuming, if User id in DEV and PROD is different, then select the Entity in the Mapping List as shown in below image and provide Source Id as DEV User id and Target ID as PROD User id in the case to transfer data from DEV to PROD.
Data Transporter6

  • To migrate the N: N associations data from the Source to Target Environment Click on associations (9) and select the relationship and transfer it by selecting operation in settings.

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