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Migrate your Unified Service Desk configuration to another Dynamics 365 server

 

Updated: November 29, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM 2016

After you have completed the development or configuration of your agent application, you might want to migrate your latest Unified Service Desk configuration data from your development or testing environment to your production environment. Migrating your data involves exporting your existing configuration data from the source Dynamics 365 instance, and then importing it into the target Dynamics 365 instance.

To export your configuration data, you can use the Configuration Migration tool and the default Unified Service Desk configuration data schema file (USDDefaultSchema.xml). The default schema file contains information about all the Unified Service Desk entities, relationships, and uniqueness definitions for each entity. More information: Export Unified Service Desk configuration data

For more information about the Configuration Migration tool, see Manage your configuration data.

System_CAPS_noteNote

The default Unified Service Desk configuration data schema file does not export user information from the source system.

For records that include notes and attachments, including Customization Files (compressed folder), these items aren’t included in the record during the export.

To import the exported Unified Service Desk configuration data to a Dynamics 365 instance, you can do either of the following:

  • Use the Configuration Migration tool: The tool also enables you to import the exported configuration data. Before you do that though, you must deploy one of the sample Unified Service Desk packages to create the underlying entities in the target Dynamics 365 instance. More information: Import configuration data by using the Configuration Migration tool

  • Use a custom package for Unified Service Desk: Create a custom package for Unified Service Desk to include the exported data along with the files in one of the sample Unified Service Desk packages, and then deploy the custom package on the target Dynamics 365 instance using the Package Deployer tool. More information: Import configuration data by using a custom package for Unified Service Desk

System_CAPS_importantImportant

The Configuration Migration tool provides logging support to record detailed information about:

  • Errors that can occur while signing in to the Microsoft Dynamics 365 instance using the tool.

  • Activities performed by the tool during the schema definition and export and import of the configuration data.

  • Data that was imported using the tool.

There are three log files generated by the tool that are available at the following location on the computer where you run the tool: c:\Users\<UserName>\AppData\Roaming\Microsoft\DataMigrationUtility\<Version>. More information: Troubleshoot configuration data migration issues using log files

Unified Service Desk 2.0

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