MICROSOFT

Data Migration
Steps to migrate from Microsoft Dynamics CRM Online to
Microsoft Dynamics CRM On-Premises
2/10/2014

This whitepaper lists the steps needed to migrate from a Microsoft Dynamics CRM Online deployment to a
Microsoft Dynamics CRM on-premises deployment.

Table of Contents
Request a back up of your organization database.................................................................................................................. 3
Microsoft Dynamics CRM Online SQL Database ..................................................................................................................... 3
Restore the Microsoft Dynamics CRM Online SQL database.............................................................................................. 3
Apply the Required Hotfixes ................................................................................................................................................... 3
Import a Microsoft Dynamics CRM Organization ................................................................................................................... 4
a.

Open Deployment Manager ....................................................................................................................................... 4

b.

Import the Organization ............................................................................................................................................. 5

c.

Select the SQL Server .................................................................................................................................................. 6

d.

Specify the Organization Name .................................................................................................................................. 7

e.

Specify the Reporting Services Server ........................................................................................................................ 8

f.

Select the Method for Mapping Users ........................................................................................................................ 9

g.

Edit the User Mappings ............................................................................................................................................. 11

h.

System Requirements ............................................................................................................................................... 13

i.

Verify That You Are Ready to Install ......................................................................................................................... 13

j.

View the Log File ....................................................................................................................................................... 14

Request a back up of your organization database

To request a backup of your Microsoft Dynamics CRM Online database contact Technical Support for Microsoft
Dynamics CRM Online. For contact information, see Contact Technical Support.

Microsoft Dynamics CRM Online SQL Database

Restore the Microsoft Dynamics CRM Online SQL database
The backup of your Microsoft Dynamics CRM Online SQL database must be restored by using a server running the same
(or a newer) version of Microsoft SQL Server as the database you receive. You will be able to request the version you
need before receiving the database.
Restore the copy of the Microsoft Dynamics CRM Online SQL database to a computer running SQL Server in the target
Microsoft Dynamics CRM on-premises deployment. To do this, follow these steps:
a. Open Microsoft SQL Server Management Studio, and then connect to the appropriate instance of Microsoft SQL
Server.
b. In Object Explorer, right-click Databases, and then click Restore Database.
c. Type the name of a new database in the To database open text box. The database name must include _MSCRM
in the name. For example the database name is PoC_MSCRM.
d. On the General page, in the Source for restore section, click From device.
e. Click the browse button in the From device option. This opens the Specify Backup window.
f. In the Specify Backup window, click the Add button to open the Locate Backup File window.
g. Select the file you want to use for the restore operation, and then click OK.
h. Click OK to close the Specify Backup window.
i. Mark the checkbox in the Restore column next to the backup set option.
j. Click OK to begin the restore process.

Apply the Required Hotfixes

It is required to apply the latest CRM Update Rollup prior to importing your CRM Online database. The latest updates
can be found at the following locations:
CRM 2011: http://support.microsoft.com/kb/2555051
CRM 2013: http://support.microsoft.com/kb/2917899

Import a Microsoft Dynamics CRM Organization

Import an Organization in Microsoft Dynamics CRM. The time to complete the import of the organization is dependent
on multiple factors. These factors include the size of the database you are importing, the number of users, and the
hardware used.
To do this, follow these steps.
a.

Open Deployment Manager

Open Deployment Manager by clicking Start, click Programs, click Microsoft Dynamics CRM, and then click
Deployment Manager.

b. Import the Organization

Right-click Organizations, and then click Import Organization.
Note: You will receive a message if you attempt to import into a Microsoft Dynamics CRM On-Premises SKU that
allows only one organization per deployment. The message notifies you that proceeding will deactivate, but not
delete, the existing organization.

c. Select the SQL Server

In the Select SQL Server window, select the Microsoft SQL Server database that you restored in the SQL Server
list, and then select the Organization database in the Organization database list.

d. Specify the Organization Name

Type a Display name and a Name for the Organization in the Specify the Organization Name window.
Note: The values you type do not need to match the name that you used in Microsoft Dynamics CRM Online.

e. Specify the Reporting Services Server

In the Specify Reporting Services Server window, type the Microsoft SQL Server Reporting Services server URL
for the organization in the Report Server URL field.

f.

Select the Method for Mapping Users

Select the appropriate method for mapping users from the Microsoft Dynamics CRM Online deployment to the
Microsoft Dynamics CRM on-premises deployment. Users must already exist in Active Directory for the
Microsoft Dynamics CRM on-premises installation. The installation wizard does not create the users
automatically. To complete the mappings, the user running the import operation must be mapped to a user in
Microsoft Dynamics CRM.
Note: There are several options available in the Import Organization wizard. Some options are not applicable
for the migration from Microsoft Dynamics CRM Online to Microsoft Dynamics CRM on-premises.
The following list provides information about the methods available in the Import Organization wizard. Note,
these options will be presented after selecting Select Custom Mapping Options and clicking next:
Keep existing user mappings: Do not use this option when you migrate from Microsoft Dynamics CRM
Online to Microsoft Dynamics CRM on-premises. If you use this option, you will receive an error message
and no users will be mapped.
Manually map users: You can use this option to manually map users in the Microsoft Dynamics CRM Online
organization database to existing users in the target Active Directory.
Generate a new mapping file: Select this option to create a sample XML mapping file. Then, you can exit
the wizard, modify the user mapping file to select how users are imported, and then run the Wizard again.
The user mapping file is created in the drive:\Program Files\Microsoft CRM\Tools folder. The file contains
the following information:
<MappingConfiguration>
<UserMapping old=" someone@example.com " new="" />
</MappingConfiguration>

Note: UserMapping old= someone@example.com is the placeholder for the actual Windows Live ID of the
source user in the Microsoft Dynamics CRM Online organization database.
Note: "new" is the placeholder for the actual user in the target Active Directory. You must use the format
domain\username.
Auto-map users: Select this option if you want to automatically map the user settings by selecting from the
following options:
Active Directory account name: Do not use this option when you migrate from Microsoft Dynamics
CRM Online to Microsoft Dynamics CRM on-premises. This option attempts to match users based on
Active Directory account name.
Microsoft Dynamics CRM "4" full name to Active Directory full name: You can use this option to
match users based on the First Name and the Last Name attributes from the Microsoft Dynamics
CRM Online organization to the First Name and the Last Name values stored in Active Directory.
Microsoft recommends you use this option if the names are consistent between the Microsoft
Dynamics CRM Online deployment and the target Active Directory.
Prefix: This option is typically used for test purposes. This option matches users in Microsoft
Dynamics CRM to existing users in Active Directory with a Prefix and a Start value. The value is
numerically incremented, for example User1, User2, User3.
Use existing map file: This option uses the mapping file created in the Generate a new mapping file
option.

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g. Edit the User Mappings

In the Edit User Mappings window, the suggested mappings from the Auto-map options can be reviewed or can
be overridden to specify other user accounts. In most situations, an error will be received that not all users
were mapped successfully.
Note: The enabled/disabled state of users is not visible in this window. If the Microsoft Dynamics CRM onpremises SKU allows only 5 or fewer users, you must consider this when you complete the mapping. You must
be aware of which users are enabled in Microsoft Dynamics CRM Online and only map those users. It is possible
to get into a situation where you have exceeded the number of allowed users.
The best practice to follow when you import to a limited number of licenses is to disable users in Microsoft
Dynamics CRM Online prior to requesting a copy of the Microsoft Dynamics CRM Online SQL database. If
disabled Microsoft Dynamics CRM Online users are mapped in the import, those users cannot be reverted and
the process must be restarted.

If the setup user is left unmapped, you receive the following error. This user must be mapped prior to
completing the import.

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h. System Requirements
In the System Requirements window, you receive the results of several environment diagnostic checks. If you
receive a red alert in the System Requirements window, the issue must be resolved prior to completing the
wizard. If you receive a yellow warning, you may proceed with the import.
Due to versioning differences between Microsoft Dynamics CRM Online and Microsoft Dynamics CRM onpremises, a warning may be received. This warning is expected and will not prevent the import from
completing. After you complete the steps in this document, the versioning will be in correct.

i.

Verify That You Are Ready to Install

In the Ready to Install window, verify that the information is correct, and then click Import.

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j.

View the Log File

After the import is complete, the Import Organization window appears. Click View the log file to view the log
file that is created during the import. If the import is successful, click Finish.
Note: The log file is stored in the following directory
<drive>:\Documents and Settings\<user>\Application Data\Microsoft\MSCRM\Logs

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