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Customer experience | Sales, Customer Insights,...
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Export data from one environment to another (Dynamics 365 Online)

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I have created a second Dynamics 365 environment that has several enhancements and other changes from my first one, and I want to bring over the data from Environment 1 to 2.  This data includes activities.  If I recreate all of the records that my activities were regarded to, how can I preserve and efficiently bring over the activity data?  When I am using the Dynamics 365 Import Wizard to bring over emails, I'm getting the error "The field '{0}' contains one or more invalid characters".  I have a hunch it is the description field, which holds the body of the email as well as signature information.  Has anyone gone through this type of migration before?  Any thoughts?

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  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    RE: Export data from one environment to another (Dynamics 365 Online)

    Hi cjanow3,

    For the error: The field '{0}' contains one or more invalid characters

    Yes, there were Invalid XML character in your imported file which was failing to get parsed during Importing Data.

    There is no straightforward way to achieve this as I do not see a tool available which will scan through the data to identify this.

    In Notepad++, it was able to scan using Custom plugin ‘XML Tools’, maybe you can try to use the 3rd party tool.

    Also, you can try to use other ways to transfer data to another environment:

    1.using the Configuration Migration tool

    Move data between environments (Dynamics 365 Marketing) | Microsoft Learn

    Migrate Dataverse Data Between Environments Using the Data Migration Utility - YouTube

    2.using the dataflows OData connector

    Migrate data between Microsoft Dataverse environments using the dataflows OData connector - Power Apps | Microsoft Learn

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