Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Migration of personal views from d365 v8.2 on premises to d365 crm online

(0) ShareShare
ReportReport
Posted on by
Hi,
I have a requirement to migrate 100+ personal views to d365 crm online from v8.2 on premises. Is there a way or freeware to support this? What is the right strategy? We want to maintain personal views, as it is not at the organization level, while we migrate.
 
Please suggest.
 
TIA.
  • udayan raju Profile Picture
    on at
    Migration of personal views from d365 v8.2 on premises to d365 crm online
    You can try XRMtoolbox(View Transfer Tool), there are other tools available for personal view migrations available

    You can refer to below link to use Visual Studio C# and connect using on-premise and online web services
    How to migrate User Views and Shared Views from CRM OnPremise to CRM Online (stuffandtacos.azurewebsites.net)

    Thank you,
    Udayan

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans