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I want Business Units, Teams and Queues to have the same Id across Dev, Staging and Production, can I copy the instance?

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Posted on by GordonJohnston 80

I have 3 instances. At the moment I plan to have Unmanaged solutions across all three.

I have tried and failed to generate the default Teams and Queues associated with child BUs by migrating (with Kingswaysoft) the records in the reverse order from Dev into Staging. I have unfortunately ended up with duplicates. It would seem that BUs just generate what they need and ignore anything else.

Is it a reasonable tactic to copy the dev environment (minus data) into Staging and, later, Production?

We are at an early stage so there is nothing of note in Staging or Production.

I don't want to go ahead and find that I introduce some horrible problem. As I understand it, I should get the Same BUs, Teams and Queues along with Solutions and Users. it would also be nice if I got the masses of permissions for the Users and Teams migrated too. Along with Team Members.

Is this a good tactic or is there a glaring flaw?

Categories:
Customization / Solutions / SDK and API
  • Haw_Isaac Profile Picture
    Haw_Isaac 4 on at
    I want Business Units, Teams and Queues to have the same Id across Dev, Staging and Production, can I copy the instance?
    Not sure if anyone ever found a way to do this successfully. I ran a test with the Configuration Migration Tool. I included the Business Unit, Team, and Queue tables and had them filter to only include data from 1 business unit, its corresponding default team, and that teams default queue. While it did not create duplicates, it also did not preserve the GUID of the Team or the Queue. 
     
    From what I can tell, copying an environment would be the only way to preserve all of the GUIDs, but as other have mentioned, that would require you to copy every time you make a business unit change. Additionally copying might not be an option if you are working with managed solutions. 
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: I want Business Units, Teams and Queues to have the same Id across Dev, Staging and Production, can I copy the instance?

    I think you are not using the tool right. The tools has the option to either create the records with new ID's or keep their original ID's. Keeping the ID's the same among all environments is what you need to do and that's when your lookups in the workflows will keep working :)

  • GordonJohnston Profile Picture
    GordonJohnston 80 on at
    RE: I want Business Units, Teams and Queues to have the same Id across Dev, Staging and Production, can I copy the instance?

    Really good tool.  Hadn't used it before.

    Maybe I have done something wrong but Dynamics has generated new IDs for the default Teams associated with Business Units.  Haven't check Queues yet.  

    Everything else is great.

    Alas it doesn't seem to solve the issue.  It is feeling like when we deploy workflows that reference a BU Queue for example, we will be forced to clear and re-add the that Queue.  Not elegant at all.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: I want Business Units, Teams and Queues to have the same Id across Dev, Staging and Production, can I copy the instance?

    Copying works but maintaining the environments with new data doesn't scale. For example, when you add a new BU in dev, you need to copy the environment again (not practical).

    You should be able to move all of those using data migration tool, you can create a schema that includes business units, teams and queues, and make sure that the schema compares on ID which means, next time you deploy this data, it won't create duplicate records. Order matters here, Business units need to be before anything else because teams point to the business unit ID which should exist first. 

    Refer to this link for more information

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/194772/how-to-import-business-units

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