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Team Members license changes Copy custom app into CS team member app

Posted on by 7,314


I need some guidance in approaching the changes to my custom app.

We are trying to move our custom app customizations to Customer Service Team Members app because of new license model for Team Members.

Is there an easy way of lift and shift of the customizations to this new app or do I have to rebuild manually from App Designer?

I have used XRMtoolbox to copy over the SiteMap. No problem there. But all the forms and views are pointing to out of the box ones. I am hoping there is a way to copy the whole app customizations and move them into Team Members app without redoing them manually. Is this possible? I have seen so far copying an app into a solution and export and then use it to import into a brand new app(where you have the option to choose from existing solution). But in my case, I am not creating a brand new app, and so I can't use the option to choose from existing solution. So, I am kind of at a stop as to how to proceed. Honestly, I don't want to do all the customization by hand as it could take long and also prone to mistakes. Someone please shed some knowledge on how to approach this. We are close to the license change date. Thanks for any help!

  • meenoo Profile Picture
    meenoo 7,314 on at
    RE: Team Members license changes Copy custom app into CS team member app

    Any suggestions? Thanks.

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