Upgrading MS Dynamics

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Posted on by AdamDavis

Can anyone suggest the best way to migrate views and dashboards when upgrading CRM Dynamics?

I have asked the development team and been told that if they are in the solution file they will be migrated. I have know idea if views and dashboards are kept in the solution file to be honest ?

thank you

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AdamDavis 20 on at

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RE: Upgrading MS Dynamics

Thank you
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CRMJetty 3,508 on at

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RE: Upgrading MS Dynamics

Hello AdamDAvis,

You can try this,

Possible with SSIS/KingswaySoft. First migrate the views without mapping the OwnerId,-> then migrate the Access details from table PrincipalObjectAccess and -> update the views with the real OwnerId.

You can also Refer this article :

https://www.inogic.com/blog/2016/04/migrate-views-through-ssis-in-dynamics-crm/

https://appsource.microsoft.com/en-us/product/dynamics-365/biztechcs.customer-portal-portalnest?tab=Overview

I hope it helps,

Thanks.

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