In Microsoft Dynamics 365 Business Central (Customisation), how do I… Copy Profile Personalizations to Another Environment

This post is part of the In Microsoft Dynamics 365 Business Central (Customisation), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

In the previous article in this series, I showed how customizations could be made via a profile for sharing. This is very useful, but at times you’ll want to create and test a profile on a dev or UAT system and then want to migrate it live.

Fortunately, this is possible to do using the export/import functionality available in the Profiles (Roles) window.

Select the profiles you want to export (you can multi-select) and then click the More ellipsis » Export Profiles action on the action bar:

In the file save as dialog, select a location to save the exported data and click Save.

You can then log into a different environment and import the file. Open the Profiles (Roles) page and click the More ellipsis » Import Profiles action on the action bar

On the Import Profiles page which opens, click on the Select package button:

Select the file to be imported:

You can choose which of the profiles witin the package file are to be imported, by unmarking the Select checkbox; when ready, click the Import selected button:

Once the import is complete, a status page will be displayed showing if the import was successful or not:

Click Done to close the Import Profiles[/p] wizard; the imported packages can now be assigned to or selected by users or, if already present, the imported customizations will replace the existing ones.

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