Migrate your Unified Service Desk configuration to another CRM server

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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 testing environment to your production environment. Migrating your Unified Service Desk configuration data involves exporting your existing configuration data from the source CRM instance, and then importing it into the target CRM instance.

To export your configuration data, you can use the new 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 so that you can use it right away to export your latest configuration data from your existing deployment. More information: Export Unified Service Desk configuration data

For more information about the Configuration Migration tool, see the Manage your configuration data section in the Microsoft Dynamics CRM Implementation Guide.

Note

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

To import the exported Unified Service Desk configuration data to a CRM 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 CRM 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 CRM 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 Microsoft Dynamics CRM instance using the tool

  • Activities performed by the tool during the schema definition and export/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\DataMigrationUtility\<Version>. More information: Troubleshoot configuration data migration issues using log files

In This Section

Export Unified Service Desk configuration data

Import Unified Service Desk configuration data

See Also

Other Resources

Administer and manage Unified Service Desk
Manage your configuration data

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