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Customer experience | Sales, Customer Insights,...
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Exporting all solution from one tenant to another

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Posted on by 10

We have been working on Dynamics CRM since last two years and I have created a lot of solutions on top of it, customized a lot of entities, created new entities, workflows, views, charts etc. 

My requirement is to copy everything, all setup, configurations, development etc. to a new Dynamics 365 tenant with a new url (*.crm.dynamics.com)

Is there an easy way to do this by exporting and importing? How shall I proceed with it.

Also, My current Dynamics 365 CE is connected with our ERP, our SharePoint for DMS and we are also using Flow and PowerApps.

What would be the best way to do this?

Thank you.

I have the same question (0)
  • Salman Lari Profile Picture
    10 on at
    RE: Exporting all solution from one tenant to another

    I have Flows running alongside. Will it transfer that too?

  • Suggested answer
    prt33k Profile Picture
    6,907 on at
    RE: Exporting all solution from one tenant to another

    Hi Salman,

    There is a plugin in XrmToolBox which can help in this scenario :

    Use this and it can help you transfer solution with click of button...offcourse order you have to maintain.

    pastedimage1611870156302v1.png

    pastedimage1611870188225v2.png

    Thanks,

    Prateek

  • Suggested answer
    Rawish Kumar Profile Picture
    13,758 on at
    RE: Exporting all solution from one tenant to another

    Hi Salman,

    You could try exporting the default solution from customization> customize the system > export solution option.

    if you are lucky, it will be exported and then you can try importing to the required org however possibilities are less.

    so the cleanest approach is to create a fresh solution and add all the components you need from this environment to other one. it is time consuming & painful but the best approach.

    community.dynamics.com/.../can-we-export-a-default-solution-for-back-up-and-start-customizing-in-unmanaged-solution

    community.dynamics.com/.../export-default-solution

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