DataMigrationToolbyXTB

Description

Migrate records between Microsoft Dataverse / Dynamics 365 environments while preserving the record GUID. A record that is missing on the target is created with the same Id; a record whose Id already exists is updated. Optional ownership migration, status migration via SetState, and N:N association replication. An XrmToolBox tool.

Latest version release notes

1.2026.6.15 - New: (1) Resilient writes - transient failures (throttling / timeout / transport) are retried automatically with exponential backoff + jitter, honouring Retry-After; a create whose record has already committed is treated as success, so a temporary throttle no longer fails a whole batch. (2) Throughput and ETA - progress shows live records/second and an estimated time remaining, and each entity summary reports its throughput and any transient retries performed. (3) Migration profiles - save the current entity, FetchXML, options and checked relationships to a portable JSON profile and reload it later for a repeatable migration (connection NAMES only, never secrets). (4) Entity search - a Filter box next to the entity picker filters the list as you type by display name or logical name. 1.2026.6.14 - New: team LOOKUP fields are now resolved to the target the same way as systemuser - a team is matched on the target by its NAME and migrated with the record (systemuser is matched by email). Covers any team lookup, including a team-owned record's owner. Opt-in via the same "match related by name/email" option; unresolved/ambiguous teams are skipped, never guessed. 1.2026.6.13 - New: (1) systemuser LOOKUP fields on a record are now resolved to the target by EMAIL (internalemailaddress) and migrated with the record - the same cross-environment matching used for N:N related users - so user references (owner, approver/reviewer, any custom user lookup) are no longer dropped when the user's GUID differs across environments. Opt-in via the same "match related by name/email" option; unresolved/ambiguous users are skipped, never guessed. (2) Option-set values missing on the target are skipped per-value instead of failing the record: a multiselect keeps its valid values and drops only the missing one(s), and a single picklist with an out-of-range value has just that field skipped - the record still migrates. (3) Post-migration Excel (.xlsx) report: after a migration you can save a workbook listing Updated/Created records, Failed records (with error), records migrated with a missing (cleared) lookup GUID, and records with skipped option-set fields, plus a per-entity Summary. 1.2026.6.12 - New: N:N related-record matching by a unique field when the related record's GUID is missing on the target. systemuser is matched by EMAIL (internalemailaddress), every other entity by its primary NAME. Related records that already exist on the target by GUID are unaffected (GUID-first); values with no match or more than one match are reported and skipped (never guessed). Opt-in via the "N:N: match related record by email/name if its GUID is missing on target" option; ideal for Approver/user subgrids whose ids differ across environments. 1.2026.6.11 - New: Compare / preview dashboard. A "Compare" button reads the records selected by the FetchXML and opens a dashboard with a per-record New / Update / Identical status and a field-by-field (line-by-line) source-vs-target diff (the target column is blank for records that don't exist on the target yet). Tick the records you want and click "Migrate selected" to migrate only those; the "Migrate Data" button still migrates everything directly. 1.2026.6.10 - Reliability: the Dataverse channel timeout is raised to 20 minutes before reading/writing, so large ExecuteMultiple batches against a slow target no longer fail with "The request channel timed out ... after 00:02:00". 1.2026.6.9 - Package metadata corrected (author, project URL, icon). 1.2026.6.8 - Relationship migration now covers N:1 and 1:N in addition to N:N: checked N:1 relationships migrate the referenced parent records first (so lookups like marketing area resolve), checked 1:N relationships migrate child records after. 1.2026.6.7 - Summary lists which related table's records are missing per lookup field. 1.2026.6.6 - Bulk performance via ExecuteMultiple batching + bulk existence checks. 1.2026.6.5 - Proactive missing-lookup check. 1.2026.6.4 - Skip-missing-lookups and bypass-custom-plug-ins options; exclude SLA operational fields. 1.2026.6.3 - Fix Source/Target selection error on certain hosts. 1.2026.6.2 - GUID-preserving migration, default-solution entity picker, FetchXML paging, owner/status migration, N:N replication, images, icon, readme.

Versions

Version	Release date	Number of downloads	Rating
1.2026.6.15	7/24/2026 10:19:44 AM	100	0
1.2026.6.14	7/11/2026 12:14:33 PM	104	0
1.2026.6.13	6/22/2026 10:41:38 AM	130	0
1.2026.6.13	6/22/2026 10:41:38 AM	97	0
1.2026.6.12	6/18/2026 3:55:05 AM	118	0
1.2026.6.11	6/16/2026 6:29:44 PM	114	0
1.2026.6.9	6/14/2026 5:34:01 PM	107	0
1.2026.6.8	6/14/2026 5:15:51 PM	112	0
1.2026.6.2	6/14/2026 12:03:17 PM	109	0

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