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Is it possible to export a workflow including all workflow steps and data, and import to another mirror CRM?
I can export a workflow but all I get is the structure, not all the steps and data i.e, the xaml and all other data it creates in multiple tables.
7.0, 8.0, 8.2, 9.0, on-prem or cloud - that doesn't matter. Just trust me.
If it's not a client-related issue then it's a particular installation issue. I would encourage you to get in touch with Microsoft and open a support ticket.
Chrome firefox IE (which appears to be all that CRM likes), edge, linux, windows, workstations. Not the client. Tried 2 different copies of the server, also tried this on another server that is completely a different schema. No workflows folder. Is your test on 2016 365 8.2 on premise?
Have you tried different browsers and laptops to export the solution? If the behavior is the same for multiple laptops I would say you issue is related to server and you should open a ticket with Microsoft. If it's not... then it's issue of your laptop and I can only guess where is it located - domain policies, antivirus, browser of something other...
Didn't post because it seems clear that the folder is not there? Also entity names and other naming is internal only.
The export steps are nothing out of the ordinary. Just follow the export screens is all. Nothing to see. It's just not working.
Can I see screenshots? ;) Why you're not posting it to prove that you are right? ;)
I'm not saying I know everything and I'm always right. It's foolish. But in this case - I know what I'm talking about.
Anyway - can I see the screenshots of the solution and of the workflow and exact steps that you perform when you export it?
Well I have not seen a workflows folder in my solution. Just 3 files.
I just add the single workflow I need to the solution and add required components. Publish and export. That's it. There's only 3 files in there, the content_types, customizations, and solution xml files. No workflows folder with xaml files inside, which would make sense.
BTW, apologies if someone is questioning your expert MVP credentials. I've had folks tell me they've been doin whatever for 25 years. They're always right.
There is the xaml file. And it could sound that I may not know what you're referring to but I work with Dynamics for last 12 years and I'm MVP for Dynamics CRM/Business Applications during last 10 years - mvp.microsoft.com/.../4027207
So just trust me. I know a bit about the stuff.
The structure of solutions was not radically changed since v 2015 (v7.0) so it's pretty similar between 2015 (v7.x), 2016 (8.x) and current 9.x.
I didn't want to post screenshots because I know what I'm talking about. But if you want proves here are screenshots:
And it just proves that I'm right (and I knew it already).
I'm trying to help because I usually do it and usually I'm not asked for proves and my understanding of the system and experience are not subject of the dispute.
The other question why you don't have that xaml in your solution. Can you please now provide your screenshots and describe how you export solution from the system?
There is no xaml file when I do this. Only xml files. The usual ones. The xaml I'm talking about is what is in the database. Not in the solution. So it sounds as if you may not know what I am referring to.
Are you using the same CRM version? If so, it is not there for me. If you say it is, and you have the same version, then why not post what's inside your zip file? Other than that, you're just going off what it *should* do it would seem? If you don't want to help/prove what you're saying, then why are you responding?
Everything is inside solution file. But not in customizations.xml but in separated xaml file - everything conditions, labels and prompts. I don't want to argue and prove anything to you. Good luck.
It's not dictionaries, queues or something else.
Look create workflow. Now add a conditional, like if fieldname equal 1 then prompt, end workflow. Name the conditional whatever, and the prompt error. That's it. Simple right?
Create solution, add workflow. export. The name of the conditional, name of the prompt is data. The export will give you the structure of the workflow, but not the conditional structure, or the name of the conditional. It will not give you the prompt structure, or the name of the prompt.
That's it. You said ,"But the rest like steps, checks e.t.c. are exported along with the workflow to which those steps belong to." Not true here. 365 2016 8.2 on premise. If you have that, export the above workflow and post the xml files so I can see them.
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