web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Moving Marketing forms between environments

(0) ShareShare
ReportReport
Posted on by 35

Hi everyone, 

I have a quick question about Marketing forms being moved between environments - I've done some research but not been able to find any information regarding this, so hoping someone might be able to shed some light on this!

I've been working on a Dynamics 365 Marketing project for a while now, but this project only ever had a Prod environment - any changes made would then obviously be in live straight away. We are now looking into the possibility of creating a UAT environment for Marketing, to avoid making large changes to the live environment. Obviously, all of the forms, customer journeys, email templates and so on are in our Prod environment, but the business would for us to be able to export all of these entities into our UAT environment, and avoid having to recreate them all again, as this would be very time consuming, seeing as it has been in use for many months, and for many campaigns. 

My question is this: would it be possible to move these marketing forms into a UAT environment once we have acquired the license? I would assume that this is possible, but haven't found any information suggesting that this is the case. 

Any advice would be much appreciated!

Many thanks,

Emily

I have the same question (0)
  • Suggested answer
    PriyaGarg Profile Picture
    30 on at

    Hi Emily,

    You can easily move the marketing data in between the environments by using tool "Configuration Migration Tool". Please see the details here docs.microsoft.com/.../transfer-data

    According to my past experience, I would suggest few things:

    1. Use templates wherever possible like Form Templates, Customer journey templates, segment templates and so on.. for moving between the environments.
    2. Do not move Lead Scoring Model, it always gave me issue.
    3. Do not sync LIVE records.

    Hope you find this helpful.

    Thanks

    Priya

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 74 Super User 2025 Season 2

#2
Jimmy Passeti Profile Picture

Jimmy Passeti 32 Most Valuable Professional

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 32 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans