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Exporting from one environment to another

  • 1.  Exporting from one environment to another

    GOLD CONTRIBUTOR
    Posted 9 days ago
    Hi everyone! We we prepare to move our completed solution from test into production, I wanted to see if anyone knows of a way to export teams, security roles and personal views & the teams I've shared those with.... Our partner says I have to recreate all of these but maybe there's a tool or a trick they don't know about? :)

    Thanks for any insight you might have. :)

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    Gretchen Garcia
    IT Technician
    Denver Public Library
    Denver CO
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    Conference-CRMUG_200x200


  • 2.  RE: Exporting from one environment to another

    TOP CONTRIBUTOR
    Posted 9 days ago
    Gretchen -

    There is a tool in the XRMToolBox called View Transfer Tool which lets you select both system and user views to transfer to other environments.  Security roles can be added to a solution to move from one environment to another.  I do not know of a way to move teams though....other than to use the native export/import functionality to move the team records from one environment to another but you would still have to manage the members after importing them I think.

    -Jill

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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    Conference-CRMUG_200x200


  • 3.  RE: Exporting from one environment to another

    SILVER CONTRIBUTOR
    Posted 9 days ago
    Hi Gretchen,

    security roles can be part of the solution and deployed with the solution. As for Teams, I built a simple SSIS package to transfer the teams and other static data from one environment to another to keep the key value (Guid). Jill has the suggestion for transferring personal views.

    Thanks,
    Junbin Duan

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    Junbin Duan
    Senior Application Developer
    National Research Council Canada
    Ottawa ON
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    Conference-CRMUG_200x200


  • 4.  RE: Exporting from one environment to another

    SILVER CONTRIBUTOR
    Posted 8 days ago
    There is another plugin in XrmToolBox called "Data Transporter". I have not used it but it looks like it can be used to replicate teams (and other entities) from one environment to another, including the GUID.

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    Michael Cross
    Senior Consultant
    eLogic
    rochester NY
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    Conference-CRMUG_200x200


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