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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Dev Dashboard changes ...
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Dev Dashboard changes not reflected in Production

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Posted on by Muhamed Elawdy 10

Hi , 

I'm using D365 Online . 

I have requirement to update Dashboard.

I started working on Sandbox environment changing the layout and made some changes on the dashboard [I postfix the Dashboard with _new ] and export as managed Solution

pastedimage1645739448120v1.png

but when I import the solution into PROD and publish and check changes I made . I found my changes not reflecting

Hint :- I import the solution to PROD. it does not even  keep the  new name name and still save the dashboard original name

pastedimage1645739713722v3.png

Note :- when I save As the Dashboard and include it as new Dashboard in the solution . the new solution is added to target and reflected as is

Can anyone please let me know why i'm unable to update dashboards with solution import/export ? 

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi Muhamed,

    Transfer customizations between environments using solution export and import:

    Best practices recommend that you proceed as follows:

    1. Create a copy of your current production environment onto a sandbox environment where you can work without affecting your ongoing operations.
    2. Create a new managed solution on the sandbox and implement your customizations there. This lets you add customizations without affecting the underlying system, and you can revert your customizations at any time by removing the solution.
    3. Test the customized solution on your sandbox until you've confirmed it's working correctly.
    4. Export the custom solution from your sandbox and then Import it on your production environment.

    Move customizations between environments (Dynamics 365 Marketing) | Microsoft Docs

    Or you can try to use 'Dashboard Transfer Tool' of XrmToolBox :

    --XrmToolbox plugin to help you transfer system and user dashboards between different environments.

    Dashboard Transfer Tool  · XrmToolBox

  • Muhamed Elawdy Profile Picture
    Muhamed Elawdy 10 on at

    Thank you Leah.

    Dashboard Transfer Tool  · XrmToolBox is working perfect

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