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Customer experience | Sales, Customer Insights,...
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Moving connection roles from one environment to another

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Posted on by 130

Hi - I'm exporting my solution from Dev environment to Test environment but for some reason Connection Roles don't get exported. I wonder if there's a different way of moving connection roles from one environment to another. Thanks

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,961 Moderator on at
    RE: Moving connection roles from one environment to another

    Hi,

    Have you tried increasing solution version before exporting the solution?

  • RE: Moving connection roles from one environment to another

    Hi,

    Did you find the solution for this issue. Because, right now I have a same situation and can't think of anything. If you do have a solution please let me know that will be great. Thanks

  • ilyasmo Profile Picture
    ilyasmo 130 on at
    RE: Moving connection roles from one environment to another

    Thanks Menna, If I add a new connection role it does get deployed to other environment. But when I edit an existing one then it doesn't get deployed. What I'm doing actually I'm updating 'Select record types' of few connection roles but this bit don't get exported/imported.

    Like in the image below I have updated 'Select record types' but it don't get updated in other environments when I export/import solutions.

    pastedimage1582798326241v1.png

  • Suggested answer
    RE: Moving connection roles from one environment to another

    Hi,

    I have a question here , Have you by any chance had your connection role imported in the source environment as a managed solution and you also have not modified it prior to being added to the solution ?

    Please refer to the article below as a solution guide:

    docs.microsoft.com/.../configure-connection-roles

    you simply add them inside the solution you want to export from source environment then import to the target one.

    and you can check below bullet point also:

    • For an entity to be available as a record type for a new or existing connection role, the Enable connections property must be enabled for the entity.

    So make sure that you include the connection role and entity itself inside the solution before exporting it and try to deploy again.

    I have tried the same scenario on a vanilla environment and it is working fine

    pastedimage1582723969555v1.png

    Please let me know if it is working or still have issue.

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