Category: Microsoft Dynamics 365

To move Marketing configurations/data from one environment to another we can make use of the Configuration Migration Tool.

Open the tool, and create the schema file. Connect to the source environment.

Select and add the real-time marketing email table – msdynmkt_email Soure email.

Next, we are going to select the real-time marketing Journey table – msdynmkt_journey

Source Journey.

Lastly events – msevtmgt_event

Source events.

Click on Save and Export –

Save the schema file and click on yes.

Click on Export data to generate the data to be exported.

Next with the schema and data exported, select Import Data to start the import and select destination organization.

Select the data file exported earlier and start the import process.

The import process gets completed with a warning for the table Event for one of the records.

Let us now check the destination environment.

We can see 4 Email records created and 1 updated, all in Draft Status.

We can see all 4 journey records created.

And 2 event records were created.

In case we want to filter the records or want to make sure records are not updated in the destination, we can select Tools >> Configure Import Settings

And use Do not update existing records for all entities and specify Fetch XML for it for filtering.

Also, check – Prerequisites for the export/import process

Hope it helps..