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

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Confusion Over Reference Data During Solution Export/Import

(0) ShareShare
ReportReport
Posted on by 20

Hey Dynamos: 

I'm trying to better understand reference data in Dynamics system settings, transferring that between environments, and why certain processes involving reference data require manual tweaks when importing. 

So, "reference data," in my case, are a list of QUEUES and SUBJECTS that have been created in my sandbox dev environment through System Settings > Service Management.

I'm aware that tools exist, such as XRMToolKit and the MSFT Data Migration SDK tool, to export and import data such as this. XRMToolKit is too complex for me right now, and the MSFT SDK doesn't always get the job done. Someone who I work with has exported the metadata for Queues and Subjects from dev, into a CSV, which then gets imported into the UAT / Prod environment. 

Ok, so that data has been imported. Here are some queues, imported through CSV.

7418.queues.PNG

Then I go to import my managed solution. Import with no issue. 

I have Route Rules (which can be added into the solution layer directly) that call upon and use Queues (which were imported manually). The Routing Rule itself imports, but I have to enter each rule item and *reassign* the Queue to it. 

For example: 

Here's a Routing Rule, complete, in my dev sandbox: 

0410.complete-route.PNG

- Routing Rule imported through solution 

- Queues imported through CSV

And when import completes I've got:

 2311.route-items.PNG

Then I need to enter each Rule Item, reassign the queue, save, rinse wash repeat. 

If the reference data is exported from dev sandbox specifically to maintain GUID and other stuff across environments, then why does the workflow continue to need to have items re-asigned? 

Can anyone help me make sense of how this process should work? 

I have the same question (0)

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

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Hamza H Profile Picture

Hamza H 140 Super User 2026 Season 1

#2
Nagaraju_Matta Profile Picture

Nagaraju_Matta 128

#3
Abhilash Warrier Profile Picture

Abhilash Warrier 70 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans