web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Are you able to Export...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Are you able to Export/Import Advanced Find queries (Custom Views) between Environments?

(0) ShareShare
ReportReport
Posted on by Data Chappie 40

So I've been dragged into the world of D365, I am formerly an Oracle Apps DBA, so excuse the ridiculous question.

We have several D365 CE environments, the usual MST, DEV, TST, UAT etc. I was wondering how easy it was to move Advanced Find Queries (CUSTOM VIEWS) between Environments.

Or how can we export the definition of an advanced find query so it can be re-applied to an environment.

The concern is refreshing the TST environment with MST means these CUSTOM VIEWS are wiped.

I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,985 Moderator on at

    Hi ,

    If view you are referring is system views then it can be added to solution and imported in other environment.

    If view is Personal view then you can use below tool in xrmtoolbox to migrate those views

    www.xrmtoolbox.com/.../

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,504 Moderator on at

    I advise you to :

    1. Create a solution via make.powerapps.com > Solutions and then Create a new solution  

    pastedimage1655036445202v1.png

    2. You add the table (Entity) that conatins the view. Click On add Existing> Than Select Table> And add the table that will contain the view. 

    3. If you have a personal view, you must convert it to a system view (You can use this manually or you can use the XRMTOOLBOX tool). If you will create the view manually, Click On View and Then click New to create your view,( https://docs.microsoft.com/en-us/power-apps/maker/model-driven-apps/create-edit-views-app-designer)

    4. Export your solution and then import it in the other environement, 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Hamza H Profile Picture

Hamza H 142 Super User 2026 Season 1

#2
Nagaraju_Matta Profile Picture

Nagaraju_Matta 128

#3
11manish Profile Picture

11manish 119

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans