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

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Posted on by 465

Hi All,

I am using D365 CE online

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

Regards,

Babu

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to move Business units and Teams from one environment to other

    Hi Narendra,

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

    pastedimage1659431210755v1.png

    Thanks in advance!:) 

  • Narendra Sunkara Profile Picture
    Narendra Sunkara 465 on at
    RE: How to move Business units and Teams from one environment to other

    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

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to move Business units and Teams from one environment to other

    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)

  • Sumeet_Satapathy Profile Picture
    Sumeet_Satapathy 20 on at
    RE: How to move Business units and Teams from one environment to other

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

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: How to move Business units and Teams from one environment to other

    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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