Import Data File Into Dynamics D365 Environment Using Data Migration Utility

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Import Data File Into Dynamics D365 Environment Using Data Migration Utility

Introduction

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

Step 1

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

Import Data File into Dynamics D365 Environment using Data Migration Utility

Step 2

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

Import Data File into Dynamics D365 Environment using Data Migration Utility

Step 3

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

Import Data File into Dynamics D365 Environment using Data Migration Utility

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,

Import Data File into Dynamics D365 Environment using Data Migration Utility

Step 5

After step 4, if the login succeeds another popup window pops up, with the title Common Data Service Configuration Migration as shown below,

Import Data File into Dynamics D365 Environment using Data Migration Utility

Step 6

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

Import Data File into Dynamics D365 Environment using Data Migration Utility

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 an earlier post and click on open as shown below,

Import Data File into Dynamics D365 Environment using Data Migration Utility

Step 8

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

Import Data File into Dynamics D365 Environment using Data Migration Utility

Step 9

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

Import Data File into Dynamics D365 Environment using Data Migration Utility

Step 10

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

Import Data File into Dynamics D365 Environment using Data Migration Utility

Step 11

After step 10, open CRM Environment in the browser where data file was imported and you can see records get created successfully as shown below,

Import Data File into Dynamics D365 Environment using Data Migration Utility

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,

Import Data File into Dynamics D365 Environment using Data Migration Utility

Step 13

After step 12, if you see the 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,

Import Data File into Dynamics D365 Environment using Data Migration Utility

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

Conclusion

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