Back to Basics # 10: Import Data File into Dynamics D365 Environment using Data Migration Utility

Introduction:

In Dynamics 365 CRM or Power Platform, under Configuration Migration category Data Migration Utility is useful to import data zip file in a selected CRM Environment. By using the following process one can easily import data from generated data file in few minutes. As an example, account entity /table is considered for explanation.

Step 1:

Navigate to the folder where CRM Tools are generated by Power shell as shown in below, if you want to know about how to generate CRM tools using power shell, refer to my earlier post.

Step 2:

After Step 1, locate DataMigrationUtility.exe in folder and double click on it as shown below.

Step 3:

After Step 2, Data Migration Utility exe opens Data Migration utility related application which was downloaded earlier and select option import and click on Continue as shown below.

Step 4:

After Step 3, Another popup window popup’s, provide required Dynamics CRM trial/required environment details and click on login as shown below

Step 5:

After Step 4, if login succeeds another popup window popup’s, with title Common Data Service Configuration Migration as shown below.

Step 6:

After Step 5, Before selection of Data file, open CRM Environment from browser and confirm that no records under Account entity as shown below.

Step 7:

After Step 6, navigate back to Common Data Service Configuration Migration popup which was opened in Step 5 and inside popup window beside Zip File : … dots box will be there , click on it and select data file  which was generated from earlier post and click on open as shown below.

Step 8:

After Step 7, we can observe message the import file was found. Ready to import 1 entities and then click on Import Data button as shown below.

Step 9:

After Step 8, if imported data file have correct records and mappings are fine then you can observe all green tick marks as shown below.

Step 10:

After Step 9, click on Exit button to navigate back to initial popup where we can observe options Create Schema , Export Data,Import Data .

Step 11:

After Step 10, open CRM Environment in browser where data file was imported and you could see records gets created successfully as shown below .

Step 12:

After Step 10, if you want to see log files then select Logs Option -> Last Imported Log and new text file with name ImportDataDetailLog.log open in a separate window as shown below.

Step 13:

After Step 12, if you see ImportDataDetailLog.log file you could see if no error in import then you should observe message in the log file as Completed Imported  as shown below.

Note:

  1. In case of any errors , in ImportDataDetailLog.log file you could see import failed message with more error details which is crucial while rectifying problem.

Conclusion:

In this way in Dynamics 365 CRM or Power Platform, one can import data with data zip file into an selected CRM Environment in less time.

One thought on “Back to Basics # 10: Import Data File into Dynamics D365 Environment using Data Migration Utility

  1. Pingback: Rewind July 2021 – Common Man Tips for Power Platform, Dynamics CRM,Azure

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