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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Transferring a Persona...
Microsoft Dynamics CRM (Archived)

Transferring a Personal View

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Posted on by Road_King_Terp 140

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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  • Frank Lee Profile Picture
    Frank Lee 4,617 on at

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

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    XrmToolBox has a couple of utilities that could help:

    1. 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.
    2. 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 Profile Picture
    Frank Lee 4,617 on at

    +1 for XrmToolBox

  • CarrieA Profile Picture
    CarrieA 20 on at

    Just thought I would add that View Transfer Tool does transfer personal views between environments

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