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

Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Migration of Complianc...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Migration of Compliance Profiles between Dynamics Environments

(0) ShareShare
ReportReport
Posted on by SM-14052128-0 2
Hi Everyone - I am trying to migrate Compliance Profiles between environments? Including related Purposes, Topics and Preference Center?

I used Configuration Migration Tool and Data Transponder but nothing seems to be working. Is there a way to migrate the Compliance Profiles, please share me the steps if you're able to do the same. 
 
Thanks in Advance!
I have the same question (0)
  • LW-13081446-0 Profile Picture
    LW-13081446-0 2 on at
    Hi! Did you get any solution for this issue?
    I'm facing the same problem trying to export/import compliance profile and all the children to another environment. 
     
    But i'm out of ways of trying to do it now so i need some guidance!
  • Suggested answer
    rnwood Profile Picture
    rnwood 4 on at
    This is an old question, but answering it for future people's benefit.

    There's nothing special about compliance profiles. You can export and import those freely.
     
    Purposes and Topics have a custom API you need to call to create them. For purpose it is "msdynmkt_purposecreationandassociation". If you hit F12 in your browser and look at the network tab whilst you create one in the UI, you will see this. Your import will need to check if the matching purpose exists against the profile by name, and if it does not, it will need to use this custom API call to create it.
     
    So this means you can't do this with a simple import/export. You will need to script this.
  • Vahid Ghafarpour Profile Picture
    Vahid Ghafarpour 12,266 on at
    @rnwood, does any standard documented API exists to do these? like Graph API or similar?

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

News and Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight

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 April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Nagaraju_Matta Profile Picture

Nagaraju_Matta 121

#2
ManoVerse Profile Picture

ManoVerse 67 Super User 2026 Season 1

#3
Abhilash Warrier Profile Picture

Abhilash Warrier 66 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans