Transferring a Personal View

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Posted on by Road_King_Terp

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Sorry, I'm in a crunch... there's probably an easy way to do this but I haven't been able to find it yet. I created a personal view in a lower environment and I want to export the definition of the view to production. I can't find anything in the menus or customizations that allows me to select a personal view for export ( I don't want data, just the schema ). Thanks.

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CarrieA 20 on at

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RE: Transferring a Personal View

Just thought I would add that View Transfer Tool does transfer personal views between environments
Frank Lee 4,616 on at

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RE: Transferring a Personal View

+1 for XrmToolBox
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Community Member Microsoft Employee on at

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RE: Transferring a Personal View

XrmToolBox has a couple of utilities that could help:

View Layout Replicator - you can replicate your personal view to a system view, then export a solution with that view's entity and import it into your target system.

View Transfer tool - This allows you to transfer a specific view to another system. I haven't every transferred a personal view in the source to a system view in the target though. You might need to use the View layout replicator first.

To Frank's point, doing this would probably take longer than just re-creating the view, but definitely check out the XrmToolBox, it's very helpful.
Frank Lee 4,616 on at

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RE: Transferring a Personal View

No out of the box or easy work-around to convert a personal view to system view. Manually re-create it.