Copy configuration settings to a new environment


This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
End users by admins, makers, or analysts This feature is released. Apr 28, 2020 This feature is released. May 31, 2020

Feature details

Copy your Customer Insights configuration from one environment to another. While creating a new environment, you can select an existing environment you want to copy the configuration from. We will support imported data sources only, data unification configuration, segments, measures, relationships, activities, search and filter index, export destinations, enrichments, model management, and role assignments configuration to be copied. Data source credentials and actual data will not be copied.

Visual of copy configuration dialog box

See also

Create a Customer Insights environment (docs)