migration of routing rule sets

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Posted on by service

I am tried to move the Routing rule sets from one environment to another environment via solution , but in this inside of rule items actions are route to is unchecked. please give me any alternative method for migration of routing rule sets with out action unchecked.

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Pankaj Gogoi 3,177 on at

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Hello,

Before you update the solution, deactivate the Routing rule sets in destination environment.

https://docs.microsoft.com/en-us/dynamics365/customer-service/create-rules-automatically-route-cases#recommendation-to-upgrade-solution

Best Regards

PG

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LeoAlt 16,331 Moderator on at

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Hi Partner,

I test between different environments and the "Route to" value could be kept after movement.

Rule "1-1" is created in UCI, and "2-2" is created in classic client as your case, both of them could keep the "Route to" value.

If you still can't get the "route to", please share your instance version so that we could help you better.

If my understanding is not correct, please kindly share more details.

Regards,

Leo

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service 5 on at

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after this step also queue or team is blank in the action

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service 5 on at

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thanks for your reply ,in my case assign to team or queue are blank in the rule items after moving the record routing rule set from one instance to another instance . please any alternative method is there migration of routing rule sets.

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LeoAlt 16,331 Moderator on at

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Hi Partner,

Please try the following steps.

1.Publish all the customizations before you export the solution.

2.Publish all the customizations after you importing the solution.

3.Create new rules in UCI and try again.

Could you please share your D365 version to us? On-premise or online?

Regards,

Leo

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service 5 on at

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Thanks ,i am using D365 online. any alternative method is there migration of routing rule sets.

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Bipin D365 28,983 Moderator on at

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Hi,

preferred and Best way to move Ruuting Rule Set from one environment to other is to use OOB solution.

Add Routing Rule set in your solution, export the solution and then import in target instance.

Couple of important points to be noted down while importing Routing Rule set. See below link.

ledgeviewpartners.com/.../

Please mark my answer verified if i were helpful

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service 5 on at

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i tried with solution , but in rule items assign to queue or assign team not migrated in routing rule sets.

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Bipin D365 28,983 Moderator on at

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Hi,

It is not migrated because queue/user record guid is different in your target instance. Whatever value you have selected in your source instance must be present in target and GUID should be same then only it will populate.

For now you will have to manually select in your target instance. Or import queue record from source to target instabce using configuration migration tool.

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service 5 on at

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I am tried with this method also and queue , team not populated . can give me any another method to migrate the routing rule set records.

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