How to move Business units and Teams from one environment to other

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Posted on by Narendra Sunkara

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Hi All,

I am using D365 CE online

How to move Business units and Teams from one environment to other

Regards,

Babu

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gdas 50,091 Moderator on at

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Please follow below steps -

1. Go to source environment from Advance Settings -> settings - > Data management --> Template for Data Import -> Select Teams and Business Unit entity and download template for both the entity.

2. Then go to Advance Find and search for teams and business unit entity and add all the required column mentioned in the template. Export teams and business unit data.

3. Fill all the relevant data in the template ( exported in step- 1) copying from step 2 files and then import into target environment.

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Sumeet_Satapathy 20 on at

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Did you try Export and Import? There are some plugin too for this.

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Community Member on at

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Hi Narendra,

BU, Teams are table records, either using Data migration utility or Export/Import with same GUID using CSV format will work.

Move data between environments (Dynamics 365 Marketing) | Microsoft Docs

Or you can try to use XRM Toolbox and the ‘Data Transporter’ plugin to transfer a team from one environment to another.

Transferring teams across organizations in Dynamics 365 (mscrm-solutions.com)

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Narendra Sunkara 467 on at

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Thank you all for your suggestions

I used "Data Transporter" tool with in XRM ToolBox and could able to migrate Business Units and Teams

Regards,

Babu

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Community Member on at

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Hi Narendra,

Could you click 'Yes' to close the ticket if my answer is helpful.

Thanks in advance!:)

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