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Are saved views transferred when DB export/import is made to another environment?

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Posted on by Migi

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We have quite many published saved views and via UI created Workspaces. When I transfer the database to another environment, are those included or not?

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Development / Customization / SDK

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Kevin Xia Microsoft Employee on at

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Are saved views transferred when DB export/import is made to another environment?

Hi,

I assume that when the database is transferred to another environment, the saved views are transferred along with it, but there is no official documentation that explicitly states this. To be on the safe side, you can export the saved view and import the personalization in the new environment. You can refer to this official document: Personalize the user experience - Finance & Operations | Dynamics 365 | Microsoft Learn. It introduces about how to export and import views or personalizations.

Best regards,

Kevin