Select the fields to be added for each entity and/or select Add Entity to add all fields in the selected entity. After logging in, the user is prompted to select a Solution and Entity.Ĥ. For this example, we have specified “Create Schema” and selected Continue.ģ. Upon launching the CRM Configuration Migration Tool, this form appears allowing the user to select the desired action. Specify record uniqueness conditions to avoid duplicate recordsġ.Enable plug-ins after importing the data.Disable plug-ins on all entities before importing.The tool creates a schema file which is used to export and import data as specified in the schema file. Or, ….so many possibilities! When the underlying data schemas are synchronized (this can be done by exporting/importing the CRM solution file), one can move onto migrating the configuration data with the Configuration Migration Tool. With this tool, one can move entity configuration data from Development to Test. This utility is particularity helpful when there are multiple entities containing configuration data and you want to move the data in a repeatable and efficient method, without leveraging ETL tools or custom code. Why use the Microsoft Dynamics 365 CRM Configuration Migration Tool? ETL tools such as SSIS, KingswaySoft, or Scribe.Dynamics 365 CRM Configuration Migration Utility.
Methods and Tools for Migrating Configuration Data (non-exhaustive list)
Microsoft dynamics 365 crm configuration migration tool how to#
So how do we move the configuration data stored in an entity across environments? Fortunately, there are an array of options to choose from when determining how to move the configuration data across environments. Solutions exported from CRM do not contain data stored within Entities. Entities containing data about data, such as a custom entity containing values for a standardized lookup field or Owner Teams, are another type of meta data. The values within an Option Set are an example of meta data that will migrate with the movement of solution files. Meta data can be thought of as data about data. Configuration data is a type of meta data.
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