Thank you for reaching out. Migrating from Dynamics CRM 8.1 to 9.1 with a 9 TB SQL database is a significant undertaking, and it's great that you're exploring KingswaySoft as a solution. Below is a step-by-step guide to help you proceed with the migration using SSIS and KingswaySoft:
- Environment Setup
- Prepare a dedicated VM with:
- SQL Server
- Visual Studio (with SSIS)
- KingswaySoft SSIS Integration Toolkit for Dynamics CRM
- Ensure the target Dynamics 9.1 environment is ready and schema-aligned.
- Visual Studio (with SSIS)
- SQL Server
- Data Assessment
- Analyze the 9 TB SQL database:
- Identify entities and relationships.
- Cleanse and deduplicate data.
- Validate schema compatibility with Dynamics 9.1.
- Cleanse and deduplicate data.
- Identify entities and relationships.
- SSIS Package Design
- Use KingswaySoft components:
- CRM Source Component to extract data.
- CRM Destination Component to insert/update data.
- Enable Upsert for efficient data handling.
- Apply FetchXML filters for selective migration.
- Enable Upsert for efficient data handling.
- CRM Destination Component to insert/update data.
- CRM Source Component to extract data.
- Performance Optimization
- Set batch size between 200–500 records.
- Enable multi-threading in KingswaySoft.
- Disable plugins/workflows during migration.
- Implement retry logic and error redirection.
- Migration Execution
- Run SSIS packages via Visual Studio or SQL Agent.
- Monitor logs for success/failure.
- Validate migrated data in Dynamics 9.1.
- Post-Migration Validation
- Verify record counts and relationships.
- Re-enable plugins and workflows.
- Conduct user acceptance testing (UAT).
- Final Cutover
- Schedule downtime if needed.
- Perform final delta migration for recent changes.
- Transition users to the new environment.
Let me know if the issue persists after following these steps. I’ll be happy to assist further if needed. If the issue has been resolved, please click "Accept Answer".