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CDS Configuration Data Migration tool not recognizing relationships

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Posted on by prog2021

Hello, we have a need to move data of related entities from PROD to TEST/sandbox environment to attempt to recreate a bug that's occurring in production. To recreate it, we need the data. Problem is data spans multiple related entities, so we actually need to move data from a set of related entities from PROD to TEST.. I was told to do this via configuration migration tool.

1. Is that the correct tool by microsoft to move data of related entities, such that the guids will be preserved?

2. In trying to use it, I found that while creating the schema it lets me select 1 entitiy but doesn't show the relationships of that entity I selected. If it can't detect the relationships how will it move related records from other entities?

Thanks

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Hi prog2021,

Yes. The Configuration Migration tool enables you to move configuration data across environments and organizations.

You can refer following link to know more:

Move configuration data across organizations - Power Platform | Microsoft Docs

For second question, “while creating the schema it lets me select 1 entitiy but doesn't show the relationships of that entity I selected.”

In the document, which said that schema files contain relationships data.

You can select the Show the relationships of the selected entity to view the related entities(N:N relationship) for the selected entity so that you can export them as well.

N:N relationships has been shown under 'Relationship' tab, 1:N relationship has been shown under 'Fields' tab with lookup field.

Account and Contact is 1:N relationship, which has one account lookup field in the contact entity.

You can refer following to know steps for creating a schema to export configuration data:

Create a schema to export configuration data - Power Platform | Microsoft Docs

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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Hi prog2021,

Currently we encountered same challenge to migrate config data from one environment to another. We came across a very light weight nuget package DynamicsDataToolkitPowerShell that solves the problem and preserves guids etc. We found it is well documented and easy to configure tool. I was also able to hook this package to devops release pipeline to achieve automation.

www.nuget.org/.../

To achieve -> In trying to use it, I found that while creating the schema it lets me select 1 entitiy but doesn't show the relationships of that entity I selected. If it can't detect the relationships how will it move related records from other entities?

let's say you want to import account and all the related contacts so 1 account with many contacts. 1 - N relationship. Below solution is relation to the tool I mention above.

you will create a fetch on the account entity with all the attributes you need and add a step to the JOB xml file with order 1.

you will create second fetch on the contact entity with all the required attributes that you wish to move making sure that you choose account lookup in your selection and add a step to the JOB xml file with order 2.

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