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Import an organization

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You can import an existing Dynamics 365 Customer Engagement (on-premises) organization with the Import Organization Wizard. You can use this wizard when you move Dynamics 365 Server to another computer. Use the Import Organization Wizard to import an organization from any domain in the Active Directory directory service forest.

Important

  • Before you import, upgrade, or update a Dynamics 365 Customer Engagement (on-premises) organization, you should back up the configuration and organization databases.
  • You cannot import a database that is already deployed in the target Dynamics 365 Customer Engagement (on-premises) deployment.
  • If the Import Organization Wizard detects that the organization you are importing is from an earlier version of Dynamics 365 Customer Engagement (on-premises), the organization database will be upgraded to the new version.
  • We recommend that for each organization you upgrade, the volume has free space that is at least three times the size of the organization database file and four times the size of the log file. That way, if a single organization database and log file are located on the same volume and are 1 gigabyte in total, you should have at least 7 gigabytes of available disk space before you perform the upgrade.
  • Before you can import an organization with the Import Organization Wizard, the organization database must be restored and attached to SQL Server.
  • The encryption key is required to activate data encryption when you import an organization database into a new deployment; a deployment that has had the configuration database (MSCRM_CONFIG) re-created after the organization was encrypted; or a restore from an earlier backup that doesn’t contain the encryption key. You can copy the original encryption key to Notepad and paste it into the Settings > Data Management > Data Encryption dialog after the organization import is completed. When you activate data encryption after redeployment, we recommend you use Internet Explorer to paste the encryption key into the Data Encryption dialog box. For more information about data encryption, see Enhance security by encrypting your data.

Tip

The procedure described here can be implemented by using a Windows PowerShell cmdlet. For more information, see the Import-CrmOrganization command in the Microsoft Dynamics 365 Customer Engagement (on-premises) PowerShell Reference.

Import an organization

  1. In the Deployment Manager console tree, right-click Organizations, and then select Import Organization to open the Import Organization Wizard.

  2. On the Select SQL Server page, in the SQL Server box, type or select the computer that is running SQL Server where the Dynamics 365 Customer Engagement (on-premises) organization database is located.

  3. In the Organization database list, select the organization that you want to import.

  4. Select Next.

  5. On the Specify the Organization Settings page, accept the default Display Name for the imported organization or type a new Display Name.

  6. Accept the default Unique Database Name for the imported organization or type a new Unique Database Name.

  7. Select Next.

  8. On the Specify Reporting Services Server page, accept the default entry or type the URL for the Microsoft SQL Report Server to be used by the organization you import.

  9. On the Select Method for Mapping Users page, select one of the following options:

    • Automatically Map Users. This selection automatically maps the users' Active Directory account names to Dynamics 365 Customer Engagement (on-premises) accounts.

      Users in the Active Directory domain are verified against the current domain user information. If the organization being imported has users added with their User Principal Name (UPN), the user information will be mapped across without any changes or validation.

    • Select Custom Mapping Options. This selection lets you specify custom user account matching options.

  10. Select Next.

  11. If you selected Select Custom Mapping Options, you’ll see custom user mapping options. Select from the following options:

    • Keep existing user mappings. Select this option to keep the existing user mappings in the organization database. Typically, you select this option if you are importing an organization database that is located in the same Active Directory domain as the Dynamics 365 Server where the organization is to be imported.

      For users external to the Active Directory domain, who were added with their UPN, the user information will be mapped across without any changes or validation.

    • Manually map users. Select this option to manually map each user, typing each user's ID into the mapping table.

    • Generate a new mapping file. Select this option to create a sample XML mapping file. Then, you can exit the Import Organization Wizard, change the user mapping file to select how users are imported, and run the Import Organization Wizard again. The default behavior is to create the user mapping file in the folder <drive>:\Program Files\Microsoft Dynamics CRM\Tools.

    • Auto-map users. Select this option to automatically map the user settings by selecting from the following options:

      • Active Directory account name. Select this option to use the user logon name that is set in Active Directory. Users in the Active Directory domain are verified against the current domain user information.

      • Dynamics 365 Customer Engagement (on-premises) full name to Active Directory full name. Select this option to use the display or full name that is set in Active Directory.

      • Prefix. Select this option to create a prefix, with an appended numeric value, for each user.

      • Use existing mapping file. Select this option if you have created a mapping file to import users. Then, type the full path and file name in the box provided, or select Browse to find and select the user mapping file.

        Note

        In all the Auto-map methods, users entered with their UPNs are mapped across without any changes.

  12. Select Next to open the System Requirements page.

    This page shows a summary of all system requirements to create a new organization. Failed tests must be corrected before a new organization can be created. If necessary, cancel the Import Organization Wizard, fix the problem, resolve all errors, and then start the Import Organization Wizard again.

  13. If no errors, or only warnings, appear, select Next.

  14. On the Ready to Import page, select Import.

  15. On the Import Organization page, select Finish.

See also

Manage organizations
Troubleshoot organization import and upgrade issues