USDConfigurationMigration

Refer to the releases section for the compiled zip file.

This tool provides the ability to move a particular USD Configuration from source organization to target organization.

While this might not be beneficial for Organizations that use single configuration this could be useful in couple of places

• More than one configuration exists and would like to migrate a particular configuration when the other configurations are unfinished or currently under development

• Quickly push configurations from DEV to UAT for user acceptance while having the developers continue their development

• Tool handles the export and import process without having the user build the schema file.

• Provides detailed information on the outcome of the migration process

• Can be used with a PowerShell script to enable Continous Integration

Using the Tool

After the release is extracted, open the USDConfigurationMigration.WPF which would open up the below screen

• Select Source :- Specify the Source CRM Organization to export the USD configuration data. The data is stored in data.xml file and could be used for reference purpose.
• Select Target :- Specify the Target CRM Organization to import the exported configuration data.
• Configuration :- The configuration that needs to be migrated from Source to target.

Login Screen

To add a new organization, specify the below information

• Organization URL :- The Url of the Dynamics 365 org. You might have to append the unique org name if there are more than one org in the tenant.

• Save Connection :- Saves the connection on the windows credential securely to easily connect in the future.

  

Checking the Job Details

After the migration is complete, you could review the logs to see if there were any failures encountered during the process and also a summary of the migration.

Below is a sample job summary which includes the different metrics

Limitations

• Does not migrate the customization files similar to the standard Configuration Migration Tool.

• Relies on the name of the configuration to be unique across organizations.

Roadmap/Backlog

• Include PowerShell Modules for CI/CD

Feedback and contributions welcome!

No warranty expressed or implied - use at your own risk!