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Customer experience | Sales, Customer Insights,...
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Automate installing sample data for a managed solution

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Posted on by 905

Hello,

In a sandbox environment, I have different configuration tables that contain real data.

I need to export this solution as managed and import it into my production environment.

The question is can I include the basic setup data in my managed solution? If so, can I have it replicated in the production environment instead of again doing a manual import for all the configuration tables?

It is very similar to what you see when you install D365 CE apps, where you have something called "Sample Data," which runs a process and feeds data into the system.

I know that there are a number of manual methods of importing the data, including Excel functionality and tools from xrmtoolbox like CDS data migrator and data migration.

I want to see if in the export solution option I can include the table data. If it is not possible, I want to automate it.

For example: Can I have a button on the ribbon after the import is done and the application is published that gets data from a different tenant dataverse environment and deploy it back to the target instance through a web API call or a workflow?

Can you advise the most appropriate approach in that case?

Any help is highly appreciated.

Best regards,
EBMRay

I have the same question (0)
  • Verified answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    You can setup devops pipeline to automate deployment of configuration data

    xrmdynamicscrm.wordpress.com/.../

  • EBMRay Profile Picture
    905 on at

    Hello Bipin Kumar ,

    Thank you for sharing this amazing blog post.

    Does this mean I have to repeat the same process for each target environment planning to import the sample data on, or can I just change the connection string and it will work as expected?

    Does it support the data that has different relationship types (1:N - N:N..)? As you know the Parent should be created first and after the GUID is generated the child items will be added and the relation will be mapped. Does it handle that?

    Awaiting your response.

    Best regards,

    EBMRay

  • Verified answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    Yes, you can create Multiple Releases for each enviornment.

    Unfortunately N:N relationship record can not be moved using this tool. You can add your entity in the order you want and it will be executed in that order.

    microsoft-business-applications.hcltech.com/.../

  • Verified answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    Data Transporter Tool in xrmtoolbox can also be used to migrate configuration records between two organization

    carldesouza.com/.../

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