Configuring products and price lists in Dynamics 365 is complicated and time-consuming. I wanted to create a process to quickly migrate this data from one environment to the next. I had about 100 products, 40 product bundles, and 25 price lists to migrate into a production environment. I did not have any product hierarchies, notes, sales literature, competitors, or discounts so I thought this would be an easy migration. I first attempted to use the Configuration Migration Tool provided by Microsoft, but I quickly discovered that transferring product bundles isn’t supported.
I attempted to import the records myself using the Import Wizard in Dynamics. The key to my approach required a Logic App in Azure (or a Flow in Power Automate) to export the Product Association data that links the product to the product bundle. I had to make some changes once I imported the data to set the default price list and update the statuses of the products, but I avoided fully recreating the products manually, which would have taken me much longer.
First, export data for the following entities from the source Dynamics environment:
Unit
Unit Group
Price List
Product (exclude the product bundle products)
Product Bundles (only the product bundle products)
Price List Item
When I exported the data, I created a view for each entity that contained all of the fields (columns) available for that entity. If necessary, write conditions for the view to limit the records desired. For example, for products, I had two views. One view of only the products and one view of only the product bundles. Export each entity’s data to an Excel spreadsheet and then convert each file to CSV format.
Hope this help! Vlog- WikiRush
