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Microsoft Dynamics CRM (Archived)

Is there any way by which we can deploy all the manual configuration done on one CRM instance portal to other portal ?

Posted on by Microsoft Employee

I am currently working on Dynamic CRM Portal which is configured using different custom entities , minor UI changes ,webforms , webpages and  2 workflows . Is there any way(tool/script) by which i can deploy same portal changes  to other Dynamic CRM portal ? Any type of suggestion will be helpful .

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Is there any way by which we can deploy all the manual configuration done on one CRM instance portal to other portal ?

    Hello Rajkumar ,

    Thanks for instant reply .I will definitely try this .

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Is there any way by which we can deploy all the manual configuration done on one CRM instance portal to other portal ?

    Hello Ravi ,

    Thanks for instant reply .I will definitely try this .

  • Verified answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: Is there any way by which we can deploy all the manual configuration done on one CRM instance portal to other portal ?

    Hi Rohit,

    XRM tool box portal record mover tool will help you to move records from one instance to other , but be careful while migrating records if you have two portals in same instance (sometime While exporting data using filters and import it you may get duplicate records),

    As a second option you can Use SDK Data Migration tool as well ( Here you need to know in which entity order you have to import data )

    Hope this helps

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Is there any way by which we can deploy all the manual configuration done on one CRM instance portal to other portal ?

    Hi Rohit,

    The changes which you have done on the portal entities i.e. web form, web template, web pages etc (basically if you have created the records in portal entities) then you can migrate those records to the other dynamics crm instance using configuration migration tool. Actually this is how you do the portal deployment.

    For crm components like workflow etc., you need to move these as solutions.

    Hope this helps.

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