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D365 HR - Export Customisations

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Posted on by sjsbls

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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.

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Svetlana Kosheleva on at

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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!
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Parag Chapre 12,271 Most Valuable Professional on at

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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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