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Meet
Level: Power Up

connect and move data between multiple dynamics 365 "production" instances

Hi Team,

I want to transfer cases between Dynamics 365 instances using Flow.

 

I am facing issues with Lookup field customer. It requires customer GUID (Contact record)  to be same across instances. Else, throws an error that "Contact with GUID "xxxxxxx" not found.

Does anyone have any idea on how this can be resolved? Also we need to migrate related email, phone call and notes for the case.

 

Thanks in advance!

Meet

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Community Support Team
Community Support Team

Re: connect and move data between multiple dynamics 365 "production" instances

Hi @Meet,

 

Could you please share a screenshot of your issue?

Do you want to transfer data between multiple dynamics 365 "production" instances of one tenant?

Or transfer data between multiple dynamics 365 "production" instances of different tenants?

 

If you want to transfer data between multiple dynamics 365 "production" instances of one tenant using flow, you could consider take a try to use the triggers or actions of multiple dynamics 365 productions to transfer data. These related Dynamics 365 connectors could be your reference:

https://docs.microsoft.com/en-us/connectors/dynamicscrmonline/

https://docs.microsoft.com/en-us/connectors/dynamicsfinancials/

https://docs.microsoft.com/en-us/connectors/dynamicsax/

https://docs.microsoft.com/en-us/connectors/dynamicsnavision/

 

If you want to transfer data between multiple Dynamics 365 "production" instances of different tenants using flow, I afraid that there is no way to transfer data between multiple Dynamics 365 "production" instances of different tenants currently.

 

We could only migrate resource between different tenants with packaging currently. More details about migrating resource between different tenants with packaging, please check the following article:

https://docs.microsoft.com/en-us/powerapps/environment-and-tenant-migration

 

Best regards,

Kris

 

Community Support Team _ Kris Dai
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