How to migrate Templates from one environment to another

Migrate Microsoft Dynamic 365 CRM templates from one environment to another with our 1-click app Click2Clone! Excited to try? Download the free trial from our website or mail us at [email protected] to schedule a personalized demo

The process of migrating templates from one environment to another can be divided into two parts:

• Export template from one environment

• Import the same template in another environment

Export template from one environment

Before exporting the template, create a custom view on 'Click2Clone Templates' in the environment from which the template is to be moved in the following way:

• Navigate to Settings --> Customizations.

• Click on 'Customize the System'.

• Navigate to Entities --> Click2Clone Template --> Views.

• Click on 'New' to create a new view.

• Enter an appropriate name for the view and click 'Ok' to proceed.

• Click on 'Add Columns'.

• You can keep the following column names disabled - Created by, Created by (Delegate), Created on, Modified by, Modified by (Delegate), Modified on and Record created on.

• Click 'Ok' to proceed.

• Click 'Save/Save & Close' icon to save this view.

• You can see the view that has just been added.

• Click on 'Publish All Customizations'.

• Go back to Click2Clone application --> Click2Clone Templates --> Select the Export View.

• Click on 'Export to Excel'.

• After clicking on 'Export to Excel', file with an extension '.xlsx' will be downloaded. Open this file and save it as .csv format in the system.

• Click 'Ok'.

Once you have successfully created the .csv version of the exported file, let’s proceed to import operation.

Import the same template in another environment

• Login to the other environment to which we want to import the template --> Navigate to Click2Clone application --> Click2Clone Templates.

• Import the same .csv file.

• Browse the .csv file.

• Click on Review Mapping.

• Click 'Finish Import' without changing any of the below fields.

• Click on Confirm.

• Click on Done.

• Wait for the system to finish the import process (Refresh the page couple of times).

Let's now compare the two environments.

• Environment - 1

• Environment - 2