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D365 HR - Export Customisations

Posted on by 80

Is it at all possible to export a package of customisations made to Dynamics 365 HR (e.g. custom fields, form changes etc) into a package that can then be imported into another HR instance?

We need to make some customisations to a HR instance and deploy it to different environments (make changes on dev, package up and deploy to UAT/training/Live). This was of course possible with standard Dynamics/Dataverse solutions but as of right now I can't seem to find a way of doing this specifically with HR.

  • Suggested answer
    RE: D365 HR - Export Customisations

    Hi,

    Please check below threads regarding custom fields transferring to another environment:

    community.dynamics.com/.../custom-fields-not-appearing-in-the-export---to-excel-nor-in-the-worker-table

    community.dynamics.com/.../importing-custom-fields-to-another-environment

    Hope this helps!

  • Verified answer
    Parag Chapre Profile Picture
    Parag Chapre 12,250 Most Valuable Professional on at
    RE: D365 HR - Export Customisations

    Hi sjsbls,

    You can import and export the personalization you made in a form such as a label change, add a new column but the custom field you cannot export or import. You have to create a custom field manually in your environment.

    To import and export personalization, Please check this link.

    paragchapre.com/.../

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