Bulk Migration Tool

Bulk Migration Tool migrates the attachment from Dynamics 365 CRM to SharePoint/Azure Blob Storage. It migrates the attachments faster than the Bulk Migration Job present in CRM.

How to use Bulk Migration Tool?

  • Download and install the Bulk Migration Tool in your system from here.
  • Click on the SharePoint Security Sync Tool icon to open the tool.
  • Select deployment type as ‘Office 365’ --> Fill in the following details in the given fields.
    • Display list of available organizations: Enable the checkbox in case of multiple organizations in CRM
    • Online Region: Select the respective region
    • Username: Use the CRM username
    • Password: Use the CRM password
  • Click on ‘Login’.
  • Now you will be able to see the Attachment Migration tab as shown in the below image:
Note: As the user has Attach2Dynamics License, the user will be able to see the Attachment Migration tab in the Attachment Migration Tool.
The Attachment Migration tab is to perform the Bulk Migration Job i.e. Move/ Copy the past attachments from Dynamics CRM to SharePoint/Azure Blob Storage. You are required to fill the following fields for smooth migration of attachments:
For?: This specifies whether you are doing Bulk Migration for Activities, Notes, or Sales Literature.
Entity: Select the entity for which you want to migrate attachments.
Action: Select either 'Copy' or 'Move'. To know more about Copy or Move, please follow this link. (add a hyperlink for move and copy)
From: Enter the date from which you want to start the migration job.
To: Enter the end date till which you want to do the migration.
Once done, click on Proceed to migrate the attachments in bulk to Azure Blob Storage or SharePoint.