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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / workflow proccess Extr...
Customer experience | Sales, Customer Insights,...
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workflow proccess Extraction

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Posted on by s_mysamsung 50

hi

would you please tell me any tools for extraction workflow proccess ?

i want to transfer some workflow from a crm server to another crm server . does it have a tool or i have to recreate all of them again?

  • Verified answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: workflow proccess Extraction

    Hi partner,

    If the problem is solved, please click Yes under "Did this answer your question?" to close this thread.

    pastedimage1591782456423v1.png

    Thanks.  

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: workflow proccess Extraction

    Hi partner,

    If there is no workflow in the new environment, then we can use the solution to import the workflow into the new environment.

    So this solution works.

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: workflow proccess Extraction

    Hi partner,

    Could you please elaborate more?

  • s_mysamsung Profile Picture
    s_mysamsung 50 on at
    RE: workflow proccess Extraction

    thanks a lot; but actually I have the solution with some changes in the new environment without workflow proccess and i only want to add workflow proccess in it. does it work?

  • Verified answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: workflow proccess Extraction

    Hi partner,

    We can use solution to copy a workflow into another environment.

    Go to Settings > Solutions, new a solution. 

    pastedimage1591171953593v1.png

    Add Existing > Process, select the workflow.

    pastedimage1591171977524v2.png

    pastedimage1591171992184v3.png

    Then export the solution.

    pastedimage1591172018851v4.png

    Go to another environment, go to Settings > Solutions, import the solution file.

    pastedimage1591172050640v5.png

    For the introduction of the solution, please refer to this document. 

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/solutions-overview

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