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Migrate Unified Service Desk configuration

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After you have completed the development or configuration of your agent application, you might want to migrate your latest Unified Service Desk configuration data from your development or test environment to your production environment. Migrating your data involves exporting your existing configuration data from the source instance, and then importing it into the target instance.

To export your configuration data, you can use the Configuration Migration tool and the default Unified Service Desk configuration data schema file (USDDefaultSchema.xml). The default schema file contains information about all the Unified Service Desk entities, relationships, and uniqueness definitions for each entity. More information: Export Unified Service Desk configuration data

For more information about the Configuration Migration tool, see Manage your configuration data.

Note

The default Unified Service Desk configuration data schema file does not export user information from the source system.

For records that include notes and attachments, including Customization Files (compressed folder), these items aren’t included in the record during the export.

To import the exported Unified Service Desk configuration data to a instance, you can do either of the following:

  • Use the Configuration Migration tool: The tool also enables you to import the exported configuration data. Before you do that though, you must deploy one of the sample Unified Service Desk packages to create the underlying entities in the target instance. More information: Import configuration data using the Configuration Migration tool

  • Use a custom package for Unified Service Desk: Create a custom package for Unified Service Desk to include the exported data along with the files in one of the sample Unified Service Desk packages, and then deploy the custom package on the target instance using the Package Deployer tool. More information: Import configuration data using a custom package for Unified Service Desk

Important

The Configuration Migration tool provides logging support to record detailed information about:

  • Errors that can occur while signing in to the Dynamics 365 instance using the tool.

  • Activities performed by the tool during the schema definition and export and import of the configuration data.

  • Data that was imported using the tool.

    There are three log files generated by the tool that are available at the following location on the computer where you run the tool: C:\Users\<UserName>\AppData\Roaming\Microsoft\Microsoft Dynamics 365 Configuration Migration Utility\<Version>. More information: Troubleshoot configuration data migration issues using log files

See also

Export Unified Service Desk configuration data

Import Unified Service Desk configuration data