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Microsoft Dynamics CRM (Archived)

Question regarding Development -> Stage -> Production

Posted on by 390

Hi,

We are going to use a development, staging and production environment!

But I have not found a way to include BU units and Territories in the Solution, so how you go about exporting/importing those?? Cause my thought is the create a fully functional development area before going to production! And also if you create BU specific views  and user rights how do you go about exporting those if you are not able to export the BU units?

Thanks for any help

regards

Martin

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Question regarding Development -> Stage -> Production

    Answers of very significant questions related to the Development and production procedure of this app has been mentioned in this article. It easy to visit https://www.dissertation-service.org/dissertation-chapters/dissertation-abstract/ website for help in research paper online. A very appealing info on the BU units and Territories is also been mentioned.

  • Suggested answer
    M.Azwar Alam Profile Picture
    M.Azwar Alam on at
    RE: Question regarding Development -> Stage -> Production

    Hi,

    Business Unit cannot be included in solution for export. You need to create BU separately on environment. You can use configuration migration utility. It might helps you. Following is the reference

    https://community.dynamics.com/crm/b/tsgrdcrmblog/archive/2014/09/04/microsoft-dynamics-crm-2013-configuration-migration-utility

    Mark answer as verified, if it works for you

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Question regarding Development -> Stage -> Production

    Hi Martin,

    Business units and Territories are set of records so you can't include them in solution, but you can also export and import them to different environments.

    And regarding BU specific views and user rights - these are handled by security roles which you can add into solution (But keep in mind you can only include security roles which is created in root BU)

    Hope it will help.

    Thanks

  • Suggested answer
    Guido Preite Profile Picture
    Guido Preite 54,081 Super User 2024 Season 1 on at
    RE: Question regarding Development -> Stage -> Production

    you need to use a tool like this

    github.com/.../AlexanderDevelopment.ConfigDataMover

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