D365 Field Service - Importing Data in the correct order

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Posted on by Chrisbra22

Hi all,

We have a need to migrate data from an old Prod instance to a new Prod instance, from the ground-up.

Does anyone have documentation of the exact order in which to import records? Obviously some entities are intuitive (User, Org Unit, Account, Contact, Price List, Product, etc.) but is there a list that exists somewhere of which tables to import first / in what order (not including custom entities, obvs)?

This would also include the Field Service Settings records (i.e., Admin or Config records) like Bookable Resources, Bookable Resource Characteristics, Resource Cat, Resource Pay Types, etc.) and the order in which to import data from these also.

It would be extremely handy to have this ordered list of entities to import...any suggestions are very appreciated.

Thanks!

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Chrisbra22 on at

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RE: D365 Field Service - Importing Data in the correct order

I have not. I will read up on this and download the package - thanks.
a33ik 84,331 Most Valuable Professional on at

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RE: D365 Field Service - Importing Data in the correct order

Hello,

Have you tried to use Configuration Migration Tool and let it define the order?