Migrating from Dynamics CRM Online to On premise, the process

So you are using Dynamics CRM online and for whatever reason you now wish to move to an On Premise instance, you can with Dynamics CRM.

To do this you will need to follow the following summarised steps:

  1. You will first need to request a copy of your Online SQL database so that you can restore to your local SQL environment. To do this you will need to contact Live Customer Service by calling 1-877-CRM-CHOICE (1-877-276-2464).
  2. The backup of your Microsoft Dynamics CRM Online SQL Server database must be restored by using a server running the same (or a newer) version of Microsoft SQL Server as is running in Microsoft’s data centers.  Microsoft will provide you the information required at time of request.
  3. Restore the database to your local environment as per normal database restore processes.
  4. Install your CRM on premise installation and ensure the latest hot fixes have been applied, the list of required hotfixes will be provided by Microsoft Online services team.
  5. Import the SQL database as a new organisation via the CRM Deployment manager. Right click on the organisations and select import organisation to kick the process off and then follow the steps in the wizard
  6. Once the import is successful, you are all done and can now start using dynamics CRM as a on premise implementation.

For more information see the following article http://www.microsoft.com/en-us/download/details.aspx?id=18039

Advertisements

2 Responses

  1. Thanks for the article. Are there any additional steps required for SSRS/custom built reports?

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s