Can I export fields from an OOB entity and then import them back into a custom entity?

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Posted on by Community Member

Im not talking about the data, though that would be nice to do as well, but the fields themselves. I am using Cases and I would like to export the fields from my Case Form and then import them back into a custom entity form.

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Kokulan 18,054 on at

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RE: Can I export fields from an OOB entity and then import them back into a custom entity?

Hi

You could try the following, this is just a test, so please don't try this on your production environment.

What if you create a solution, add case entity and only add the fields you want to copy. And then if you also add you custom entity, just the metadata, no need to add any assets of the custom entity. Save this solution and export and unzip.

In the Customizations.xml file, copy attributes from Case entity and paste that into your custom entity attribute collection and save.

Zip the files and try and import the solution and see if you get any errors.

if you dont get any errors and if you import succeeds, you should get all the fields in your custom entity.

Note : This type of manual change is not supported but I have only suggested this as an experiment for you to find a shortcut to copy the fields from Case to Custom Entity.
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gdas 50,091 Moderator on at

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RE: Can I export fields from an OOB entity and then import them back into a custom entity?

There is no straight forward way , however you can use XRMToolBox metadata browser to retrieve the attribute information and prepare excel to bulk create attributes.

www.xrmtoolbox.com/.../MsCrmTools.MetadataBrowser

community.dynamics.com/.../274058

community.dynamics.com/.../bulk-create-attributes-in-dynamics-crm-using-excel

My personal opinion is to retrieve the attribute list using metadata browser using XRMToolBox and then create one by one manually.