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Microsoft Dynamics CRM (Archived)

How to import Business Units

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Posted on by

Iv noticed solutions dont import business units, how can we import?

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  • Suggested answer
    Sean K Profile Picture
    1,537 on at

    Hi CRM Girl,

    You cannot include Business Units in a solution and will need to manually recreate the Business Unit structure in each CRM instance.

    Regards,

    Sean

  • Community Member Profile Picture
    on at

    thanks sean, was hoping there was a way?

  • Suggested answer
    razdynamics Profile Picture
    17,308 User Group Leader on at

    Yes Configuration objects like Business Units, Teams, Queues, Products and Usesr etc are not included in solutions, however there is a tool you can use called the Configuration Migration Tool that will allow you import your configuration data such as Business Units, if you download the SDK you will find it in the Tools folder

    Best Wishes, Raz

  • Suggested answer
    razdynamics Profile Picture
    17,308 User Group Leader on at

    heres the download link www.microsoft.com/.../details.aspx

  • Verified answer
    Sean K Profile Picture
    1,537 on at

    Hi CRM Girl,

    You could also go to Settings>Data Management>Templates for Data Import and download the Business Unit template.

    You could then populate that and import.

    Regards,

    Sean

  • Community Member Profile Picture
    on at

    Thanks Sean!

  • Community Member Profile Picture
    on at

    You can import the Business units by using CRM Configuration Migration.

  • Suggested answer
    iair007 Profile Picture
    55 on at

    [quote user="Raz Dynamics"]

    heres the download link www.microsoft.com/.../details.aspx

    [/quote]

    Raz Dynamics

    I think you r way it the was one.

    But I had find a problem that couldn't find a solution yet.

    When you Create a new Organization, the Main BusinessUnit (BU) is created as well.

    So when you pass the BU from one Organization to an other, you will have to change the XML file to set as parent BU the created automatically when the new Organization was created.

    Do you have a way to set the exact same BU? (same GUID)?

     - Same problem for the teams that are created automatically when you create a new BU

    thanks

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