News and Announcements icon

Dynamics 365 CommunityForums Customer Insights - Journeys forum Migration of Complianc...

Customer Insights - Journeys forum

Unanswered

Migration of Compliance Profiles between Dynamics Environments

(1) Share

Report

Report

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!

Categories:

Consent and Compliance

All responses Img

All responses (3)

Answers Img

Answers (0)

VaHiX 424 on at

Like (0)

Report

Migration of Compliance Profiles between Dynamics Environments

@rnwood, does any standard documented API exists to do these? like Graph API or similar?
Suggested answer

rnwood 4 on at

Like (1)

Report

Migration of Compliance Profiles between Dynamics Environments

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.
LW-13081446-0 2 on at

Like (0)

Report

Migration of Compliance Profiles between Dynamics Environments

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!

Helpful resources

News and Announcements

New Dynamics 365 Community Call! (ERP Edition)

Quick Links

Leaderboard

#1

André Arnaud de Cal... 290,115 Super User 2024 Season 2

#2

Martin Dráb 227,971 Super User 2024 Season 2

#3

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans