Hello,
My name is Nimrod and I am one of the Dynamics 365 Customer Insights PMs.
Will try to help with the questions above:
As for (1), we have an option in our product of copying all the configurations you have made in one environment to another environment. You can do that from within the UI. Please follow the steps below or follow this video: www.youtube.com/watch
- First, click the settings icon on the upper right corner of the app.
- Then, once the Settings panel shows up, please click the "New environment" option.
- Lastly, once the new environment component shows up, choose the "Copy instance" option from the drop down menu.
- Copying your instance will result in a new environment with the same configurations as in the original one. Note that it may take some time and also that you will need to provide your credentials in each of the data sources you brought into Dynamics 365 Customer Insights (within the new copied environment, use the "Data Sources" page for that goal).
As for (2), while we don't support copying configurations between tenants on the UI, you can use our APIs to achieve that as explained in detail in this video:
www.youtube.com/watch
Hope that helps and thanks in advance.
Yours,
Nimrod
