Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Exporting portal confi...
Customer experience | Sales, Customer Insights,...
Answered

Exporting portal configuration

(0) ShareShare
ReportReport
Posted on by Binod Nepal 5

Hi

I am using configuration migration tool to export the custom portal configuration from dev environment to prod environment.

What I have seen is that it is also selecting all notes which are not related to the configuration. I have tried removing the entity name from the export schema file like the contacts from the annotation section (lookup reference) but this isn't helping as it is still exporting the contact notes as we do not want the notes from Dec environment to move to prod for contact.

Would appreciate if you can look into this or if you have come across this scenario and how have you managed to just export only the required configuration data.

  • Binod Nepal Profile Picture
    Binod Nepal 5 on at
    RE: Exporting portal configuration

    Yes I did disable the plugin and now I have imported successfully into another environment, thanks heaps for your suggestions

  • Verified answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: Exporting portal configuration

    Hi, in this case is very likely you will face the same issue using configuration migration as well (unless you change the schema do disable your plug-in step).

    I think as part of your deployment procedure you will need to disable during the import and re-enable it after.

  • Binod Nepal Profile Picture
    Binod Nepal 5 on at
    RE: Exporting portal configuration

    The java script issue was due to a custom plugin against the annotation entity which has to be de activated

  • Binod Nepal Profile Picture
    Binod Nepal 5 on at
    RE: Exporting portal configuration

    Hi Oliver

    I tried using the Portal Records Mover, and having a small issue with the java script file authorization, I am using the latest version. I am not sure where to authorize the javaScipt file types. Would appreciate if you can provide some info on this.

    pastedimage1604287859537v1.png

    Regards

    Binod

  • Binod Nepal Profile Picture
    Binod Nepal 5 on at
    RE: Exporting portal configuration

    Hi Oliver

    Thank you for your suggestion, I will try that tomorrow and will update accordingly

    Thanks

    Binod

  • Verified answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: Exporting portal configuration

    We highly recommend users to migrate to PowerUsers community for new Portal questions:

    powerusers.microsoft.com/.../PowerAppsPortals

    For migrating Portal Data, I would recommend using the Portal Records Mover from XrmToolBox, you can filter the entities and even at a level record when exporting the data.

    ------------

    If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

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

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,863 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,723 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans