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使用解決方案移轉管道的設定

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注意

功能可用性資訊如下。

Dynamics 365 Contact Center — 內嵌 Dynamics 365 Contact Center — 獨立 Dynamics 365 Customer Service
是 是 是

使用解決方案和設定移轉工具，將來源環境的設定移轉至管道的目標組織。

如需有關如何使用解決方案或設定移轉工具的詳細資訊，請參閱 Power Platform 中用於 ALM 的工具和應用程式概觀。

先決條件

必須符合下列先決條件：

  • 確定執行管道設定移轉的使用者具有下列權限：
    • 從來源環境中匯出解決方案
    • 將解決方案匯入至目的地環境
    • 對所有已使用設定移轉工具從來源環境中移轉之資料表的讀取權限。
    • 對所有已使用設定移轉工具移轉至目的地環境之資料表的完整權限。
  • 在來源環境中，如果有任何資料表或資料行參考下列各項，請先確定這些資料表或資料行已存在於目標環境中，再繼續進行移轉：
    • 自訂資料表 (實體)
    • 資料行 (屬性)
    • 關係
    • 選擇 (選項組)
    • 查詢值

重要

客戶、管道提供者、機器人設定以及 AI 和分析設定的移轉不在範圍之內。

管道設定移轉步驟

您必須依照列出步驟的順序執行步驟，才能順利地移轉設定資料：

  1. 移轉工作階段範本和通知範本的設定
  2. 移轉技能型路由規則集的設定
  3. 移轉新產能設定檔的設定
  4. 移轉佇列的設定
  5. 移轉管道工作流和管道設定的設定
  6. 驗證您的移轉

移轉工作階段範本和通知範本的設定

如果您在管道路由設定中使用自訂工作階段範本和通知，請執行移轉工作階段範本和通知範本的設定中所述的步驟。

移轉技能型路由規則集的設定

如果在管道路由設定中使用技能型路由規則集，請執行移轉技能型路由規則集的設定中所述的步驟。 請務必適當調整所要移轉之管道的任何篩選 FetchXML。

移轉新產能設定檔的設定

如果已在管道路由設定中設定新的產能設定檔，請執行匯出和匯入產能設定檔的資料中所述的步驟。 請務必適當調整所有管道的任何篩選 FetchXML。

提示

使用設定移轉工具移轉新的產能設定檔後，可以使用解決方案來移轉更新。

移轉佇列的設定

如需移轉管道佇列，請執行移轉佇列的設定中所述的步驟。 請務必適當調整所有需要移轉之管道的任何篩選 FetchXML。

移轉管道工作流和管道設定的設定

  1. 建立解決方案以從來源環境中匯出所有可透過解決方案本移轉之工作流和管道的設定。

  2. 使用命令列中的新增現有的按鈕，並為每個需要匯出的管道選取起始資料表，以將所需的記錄新增至解決方案，如下所示：

    通道 起始資料表
    即時聊天 聊天 widget (msdyn_livechatconfig)
    語音 語音管道設定 (msdyn_ocvoicechannelsetting)
    簡訊 SMS 號碼設定 (msdyn_ocsmschannelsetting)
    WhatsApp WhatsApp 號碼 (msdyn_ocwhatsappchannelnumber)
    WeChat WeChat 帳戶 (msdyn_ocwechatchannelconfig)
    Apple Messages for Business Apple Messages for Business 帳戶 (msdyn_ocapplebusinessaccount)
    Facebook 工作資料流 (msdyn_liveworkstream)
    Google Business Messages 工作資料流 (msdyn_liveworkstream)
    LINE 工作資料流 (msdyn_liveworkstream)
    Microsoft Teams 工作資料流 (msdyn_liveworkstream)
    自訂管道 工作資料流 (msdyn_liveworkstream)

  3. 從每個管道的管道定義資料表中選取記錄，並將其新增至解決方案。 下表中的相關記錄會自動新增至解決方案：

    通道 資料表自動新增至解決方案
    所有管道 工作資料流 (msdyn_liveworkstream)
    產能設定檔 (msdyn_capacityprofile) – 必須使用設定移轉工具來移轉新記錄
    工作資料流產能設定檔 (msdyn_liveworkstreamcapacityprofile)
    內容變數 (msdyn_ocliveworkstreamcontextvariable)
    決策合約 (msdyn_decisioncontract)
    決策規則集 (msdyn_decisionruleset)
    路由設定 (msdyn_routingconfiguration)
    路由設定步驟 (msdyn_routingconfigurationstep)
    語言 (msdyn_oclanguage) – 語音和自訂管道除外
    即時聊天 聊天 widget (msdyn_livechatconfig)
    驗證設定 (msdyn_authenticationsettings)
    問卷回答選項 (msdyn_chatansweroption)
    問卷問題 (msdyn_answeroptionsid)
    問卷問題序列 (msdyn_questionsequence)
    地理位置提供者 (msdyn_oc_geolocationprovider)
    營運時間 (msdyn_operatinghour)
    語音 語音管道設定 (msdyn_ocvoicechannelsetting)
    驗證設定 (msdyn_authenticationsettings)
    語音 (msdyn_ocvoice)
    語音管道語言設定 (msdyn_ocvoicechannellanguagesetting)
    電話號碼 (msdyn_ocphonenumber)
    通訊提供者設定 (msdyn_occommunicationprovidersetting)
    電訊廠商 (msdyn_occarrier)
    電話音樂 (msdyn_ocphonemusic)
    營運時間 (msdyn_operatinghour)
    簡訊 SMS 號碼設定 (msdyn_ocsmschannelsetting)
    電話號碼 (msdyn_ocphonenumber)
    通訊提供者設定 (msdyn_occommunicationprovidersetting)
    電訊廠商 (msdyn_occarrier)
    營運時間 (msdyn_operatinghour)
    WhatsApp WhatsApp 帳戶 (msdyn_ocwhatsappchannelaccount)
    WhatsApp 號碼 (msdyn_ocwhatsappchannelnumber)
    WeChat WeChat 帳戶 (msdyn_ocwechatchannelconfig)
    Apple Messages for Business Apple Messages for Business 帳戶 (msdyn_ocapplebusinessaccount)

    重要

    • 匯出解決方案之前，請仔細檢閱解決方案元件。 記下包含 Azure 通訊服務、第三方管道或其他 Microsoft 元件 (例如 Copilot Studio 副手或 Customer Voice 問卷) 相關資訊的記錄，讓您可以在目的地環境中進行所需的設定。
    • 如果一個或多個工作流共用相同的產能設定檔，當您新增一個管道或工作流中的資料表時，其他共用相同產能設定檔的管道或工作流中的記錄和資料表也會新增至解決方案。

  4. 使用設定移轉工具，建立結構描述，並從工作流和管道的來源環境 (組織) 中移轉剩餘的設定資料。

    • 實體顯示名稱：建立結構描述時，依照下表中所述相同順序從清單選取資料表 (實體)。
    • 屬性顯示名稱：建議您選取下表中定義的資料行 (屬性)。 您不需要選取現成可用的系統定義資料行，例如建立者、建立時間、修改者、修改時間和負責人。 您可以視需要選取自訂資料行。
    • 使用 FetchXML 來篩選記錄：對每個選取的資料表使用下表中提及的適當 FetchXML 查詢，以便根據您的需求取得單一、多個或所有記錄。 對於單一或多個資料列，您必須使用來源環境，才能取得 uiname 中的正確名稱和值中的 GUID。 如有需要，您可以使用進階尋找功能表項目來建構適當的 FetchXML 查詢。
    • 設定匯入設定：對於工作流資料表，請確定您只有新增索引鍵資料行，且已選取不更新現有記錄核取方塊，以防止更新透過解決方案所移轉之資料表中的記錄。

    重要

    在 Facebook 頁面、Google’s Business Messages 專員帳戶、LINE 帳戶、自訂傳訊管道和 Microsoft Teams 帳戶資料表中，不要加入問卷 (msdyn_postconversationsurvey) 和問卷 (msdyn_postconversationsurveyseparatebotsurvey) 資料行，因為問卷記錄會與每個環境中的 Dynamics 365 Customer Voice 同步，所以無法跨環境移轉這些資料行。

    通路 實體顯示名稱 (邏輯名稱) 屬性顯示名稱 (邏輯名稱) 使用 FetchXML 來篩選記錄
    所有管道 工作流 (msdyn_liveworkstream)
    • 管道 (msdyn_streamsource)
    • 模式 (msdyn_mode)
    • 名稱 (msdyn_name)
    • 工作資料流 (msdyn_liveworkstreamid)
    		 範例 1：管道的所有工作流

    範例 2：單一工作流

    範例 3：多個工作流
    所有傳訊管道 快速回覆 (msdyn_cannedmessage)
    • 地區設定 (msdyn_locale_field)
    • 訊息 (msdyn_message)
    • 快速回覆 (msdyn_cannedmessageid)
    • TagsControlField (msdyn_tagscontrolfield)
    • 標題 (msdyn_title)
    		 範例 1：管道的所有工作流

    範例 2：單一工作流

    範例 3：多個工作流
    所有傳訊管道 標籤 (msdyn_octag)
    • 名稱 (msdyn_name)
    • 標籤 (msdyn_octagid)
    		 範例 1：管道的所有工作流

    範例 2：單一工作流

    範例 3：多個工作流
    所有管道 訊息 (msdyn_ocsystemmessage)
    • 管道 (msdyn_streamsource)
    • 預設語言 (msdyn_defaultlanguage)
    • 執行個體識別碼 (msdyn_instanceid)
    • 訊息 (msdyn_ocsystemmessageid)
    • 訊息描述 (msdyn_messagedescription)
    • 訊息收件者 (msdyn_messagereceiver)
    • 訊息範本觸發程序 (msdyn_messagetemplatetrigger)
    • 訊息文字 (msdyn_messagetext)
    • 訊息觸發程序 (msdyn_systemmessageeventtype)
    • 訊息類型 (msdyn_messagetype)
    • 名稱 (msdyn_name)
    • Widget (msdyn_widgetid)
    所有管道 當地語系化 (msdyn_oclocalizationdata)
    • 自動化訊息 (msdyn_systemmessageid)
    • 預設當地語系化文字 (msdyn_defaultlocalizedtext)
    • 實體欄名稱 (msdyn_entitycolumnname)
    • 實體名稱 (msdyn_entityname)
    • 實體記錄識別碼 (msdyn_entityrecordid)
    • 是預設 (msdyn_isdefault)
    • 語言代碼 (msdyn_customerlanguageid)
    • 語言代碼 (msdyn_languagecode)
    • 當地語系化 (msdyn_oclocalizationdataid)
    • 當地語系化文字 (msdyn_localizedtext)
    		 用於篩選管道當地語系化記錄的 FetchXML
    Facebook Facebook 應用程式 (msdyn_ocfbapplication)
    • 應用程式識別碼 (msdyn_fbapplicationid)
    • 應用程式祕密 (msdyn_fbapplicationsecret)
    • 回撥 URI (msdyn_fbcallbackuri)
    • Facebook 應用程式 (msdyn_ocfbapplicationid)
    • 名稱 (msdyn_name)
    • 驗證權杖 (msdyn_fbverifytoken)
    		 用於篩選 Facebook 應用程式記錄的 FetchXML
    Facebook Facebook 頁面 (msdyn_ocfbpage)
    • Bot 問卷 (msdyn_postconversationsurveybotsurvey)
    • 啟用 (msdyn_postconversationsurveyenable)
    • 為專員啟用檔案附件 (msdyn_enablefileattachmentforagents)
    • 為客戶啟用檔案附件 (msdyn_enablefileattachmentforcustomers)
    • Facebook 應用程式 (msdyn_ocfbapplicationid)
    • Facebook 頁面 (msdyn_ocfbpageid)
    • Facebook 頁面語言 (msdyn_ocwidgetlanguage)
    • 訊息 (msdyn_postconversationsurveybotsurveymessagetext)
    • 訊息 (msdyn_postconversationsurveymessagetext)
    • 名稱 (msdyn_fbpagename)
    • 頁面存取權杖 (msdyn_fbpageaccesstoken)
    • 頁面識別碼 (msdyn_fbpageid)
    • 問卷模式 (msdyn_postconversationsurveybotsurveymode)
    • 問卷模式 (msdyn_postconversationsurveymode)
    • 開啟 Facebook 真人專員訊息標籤 (msdyn_enablehumanagenttag)
    • 工作資料流 (msdyn_liveworkstreamid)
    		 用於篩選 Facebook 頁面記錄的 FetchXML
    Google Business Messages Google's Business Messages 合作夥伴帳戶 (msdyn_ocgooglebusinessmessagespartneraccount)
    • Base 64 認證檔案字串 (msdyn_base64credentialfilestring)
    • Base 64 認證檔案字串 - 繼續 (msdyn_base64credentialfilestringcontd)
    • 認證檔案名稱 (msdyn_credentialfilename)
    • Google’s Business Messages 回撥 URL (msdyn_googlebusinessmessagescallbackurl)
    • Google’s Business Messages 合作夥伴帳戶識別碼 (msdyn_ocgooglebusinessmessagespartneraccountid)
    • 名稱 (msdyn_name)
    • 合作夥伴帳戶用戶端權杖 (msdyn_partneraccountclienttoken)
    • 合作夥伴帳戶識別碼 (msdyn_partneraccountid)
    		 用於篩選 Google's Business Messages 合作夥伴帳戶記錄的 FetchXML
    Google Business Messages Google's Business Messages 專員帳戶 (msdyn_ocgooglebusinessmessagesagentaccount)
    • 專員帳戶用戶端權杖 (msdyn_agentaccountclienttoken)
    • 專員識別碼 (msdyn_agentid)
    • Bot 問卷 (msdyn_postconversationsurveybotsurvey)
    • 品牌識別碼 (msdyn_brandid)
    • 開啟專員覆寫 (msdyn_enableagentoverride)
    • 為專員啟用檔案附件 (msdyn_enablefileattachmentforagents)
    • 為客戶啟用檔案附件 (msdyn_enablefileattachmentforcustomers)
    • Google’s Business Messages 專員帳戶 (msdyn_googlebusinessmessagesagentaccountid)
    • Google’s Business Messages 回撥 URL (msdyn_googlebusinessmessagescallbackurl)
    • Google’s Business Messages 合作夥伴帳戶識別碼 (msdyn_ocgbmpartneraccount)
    • 即時工作流識別碼 (msdyn_liveworkstreamid)
    • 訊息 (msdyn_postconversationsurveybotsurveymessagetext)
    • 名稱 (msdyn_name)
    • 交談後問卷啟用 (msdyn_postconversationsurveyenable)
    • 交談後摘要訊息文字 (msdyn_postconversationsurveymessagetext)
    • 交談後問卷模式 (msdyn_postconversationsurveymode)
    • 問卷模式 (msdyn_postconversationsurveybotsurveymode)
    • Widget 語言 (msdyn_ocwidgetlanguage)
    		 用於篩選 Google's Business Messages 專員帳戶記錄的 FetchXML
    LINE LINE 帳戶 (msdyn_oclinechannelconfig)
    • Bot 問卷 (msdyn_postconversationsurveybotsurvey)
    • 管道存取權杖 (msdyn_channelaccesstoken)
    • 管道識別碼 (msdyn_channelid)
    • 管道祕密 (msdyn_channelsecret)
    • 啟用 (msdyn_postconversationsurveyenable)
    • 為專員啟用檔案附件 (msdyn_enablefileattachmentforagents)
    • 為客戶啟用檔案附件 (msdyn_enablefileattachmentforcustomers)
    • LINE 帳戶語言 (msdyn_ocwidgetlanguage)
    • LINE 管道識別 LINE 管道 (msdyn_oclinechannelconfigid)
    • 訊息 (msdyn_postconversationsurveybotsurveymessagetext)
    • 訊息 (msdyn_postconversationsurveymessagetext)
    • 名稱 (msdyn_name)
    • 問卷模式 (msdyn_postconversationsurveybotsurveymode)
    • 問卷模式 (msdyn_postconversationsurveymode)
    • Webhook URL (msdyn_webhookurl)
    • 工作資料流 (msdyn_liveworkstreamid)
    		 用於篩選 LINE 帳戶記錄的 FetchXML
    自訂管道 自訂傳訊管道 (msdyn_occustommessagingchannel)
    • Bot 問卷 (msdyn_postconversationsurveybotsurvey)
    • 管道識別碼 (msdyn_occustomchannelid)
    • 自訂傳訊帳戶 (msdyn_custombotchannelregistration)
    • 自訂傳訊管道 (msdyn_occustommessagingchannelid)
    • 自訂傳訊管道語言 (msdyn_ocwidgetlanguage)
    • 啟用 (msdyn_postconversationsurveyenable)
    • 為專員啟用檔案附件 (msdyn_enablefileattachmentforagents)
    • 為客戶啟用檔案附件 (msdyn_enablefileattachmentforcustomers)
    • 訊息 (msdyn_postconversationsurveybotsurveymessagetext)
    • 訊息 (msdyn_postconversationsurveymessagetext)
    • 名稱 (msdyn_name)
    • 問卷模式 (msdyn_postconversationsurveybotsurveymode)
    • 問卷模式 (msdyn_postconversationsurveymode)
    • 工作資料流 (msdyn_liveworkstreamid)
    		 用於篩選自訂傳訊管道記錄的 FetchXML
    Microsoft Teams Microsoft Teams 帳戶 (msdyn_octeamschannelconfig)
    • 機器人識別碼 (msdyn_botid)
    • Bot 問卷 (msdyn_postconversationsurveybotsurvey)
    • 通話選項 (msdyn_callingoptions)
    • 啟用 (msdyn_postconversationsurveyenable)
    • 為專員啟用檔案附件 (msdyn_enablefileattachmentforagents)
    • 為客戶啟用檔案附件 (msdyn_enablefileattachmentforcustomers)
    • 訊息 (msdyn_postconversationsurveybotsurveymessagetext)
    • 訊息 (msdyn_postconversationsurveymessagetext)
    • 名稱 (msdyn_name)
    • 問卷模式 (msdyn_postconversationsurveybotsurveymode)
    • 問卷模式 (msdyn_postconversationsurveymode)
    • Teams 帳戶語言 (msdyn_ocwidgetlanguage)
    • Teams 應用程式名稱 (msdyn_octeamsappname)
    • Teams 管道 (msdyn_octeamschannelconfigid)
    • 工作資料流 (msdyn_liveworkstreamid)
    		 用於篩選 Microsoft Teams 帳戶記錄的 FetchXML
    Facebook、Google Business Messages、LINE、自訂管道、Microsoft Teams 自訂傳訊帳戶 (msdyn_ocbotchannelregistration)
    • 機器人管道註冊 (msdyn_ocbotchannelregistrationid)
    • 用戶端密碼 (msdyn_msappsecret)
    • Facebook 應用程式 (msdyn_ocfbapplicationid)
    • Google’s Business Messages 專員帳戶識別碼 (msdyn_ocgbmagentaccount)
    • Google’s Business Messages 合作夥伴帳戶識別碼 (msdyn_ocgbmpartneraccount)
    • 是自訂傳訊 BCR (msdyn_iscustommessagingbcr)
    • 上次驗證時間 (msdyn_lastvalidateddate)
    • LINE 管道 (msdyn_oclinechannelconfigid)
    • MS 應用程式識別碼 (msdyn_msappid)
    • 名稱 (msdyn_name)
    • 安全用戶端密碼 (msdyn_securemsappsecret)
    • Teams 管道 (msdyn_octeamschannelconfigid)
    • 驗證狀態 (msdyn_validationstatus)
    		 用於篩選自訂傳訊帳戶記錄的 FetchXML

  5. 產生結構描述並加以儲存。

  6. 匯出資料並產生壓縮的 (zip) 檔案。

  7. 使用設定移轉工具、選取匯入資料的選項，並選取壓縮的檔案。

工作流的 FetchXML

範例 1：管道的所有工作流

<fetch>
	<entity name="msdyn_liveworkstream">
		<filter type="and">
			<condition attribute="msdyn_mode" operator="eq" value="717210001" />
			<condition attribute="msdyn_streamsource" operator="eq" value="<CHANNEL_ID>" />
		</filter>
	</entity>
</fetch>

提示

若要為每個需要移轉工作流的管道尋找 <CHANNEL_ID> 值，請前往 Power Apps Maker Portal、選取來源環境、移至選擇，然後開啟資料流來源 (msdyn_streamsource) 選擇。 例如，語音管道的值為 192440000。

範例 2：單一工作流

<fetch>
	<entity name="msdyn_liveworkstream">
		<filter type="and">
			<condition attribute="msdyn_liveworkstreamid" operator="eq" uiname="Test workstream 1" uitype="msdyn_liveworkstream" value="{759255C7-7AC8-98E0-7E3E-59A7F0312ABC}" />
		</filter>
	</entity>
</fetch>

範例 3：多個工作流

<fetch>
	<entity name="msdyn_liveworkstream">
		<filter type="and">
			<condition attribute="msdyn_liveworkstreamid" operator="in">
				<value uiname="Test workstream 1" uitype="msdyn_liveworkstream">{759255C7-7AC8-98E0-7E3E-59A7F0312ABC}</value>
				<value uiname="Test workstream 2" uitype="msdyn_liveworkstream">{E6246229-33AC-5A9E-2FFE-51668AD44098}</value>
			</condition>
		</filter>
	</entity>
</fetch>

快速回覆的 FetchXML

範例 1：管道所有工作流的快速回覆

<fetch>
	<entity name="msdyn_cannedmessage">
		<link-entity name="msdyn_msdyn_cannedmessage_liveworkstream" from="msdyn_cannedmessageid" to="msdyn_cannedmessageid" visible="false" intersect="true">
			<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="aa">
				<filter type="and">
					<condition attribute="msdyn_mode" operator="eq" value="717210001" />
					<condition attribute="msdyn_streamsource" operator="eq" value="<CHANNEL_ID>" />
				</filter>
			</link-entity>
		</link-entity>
	</entity>
</fetch>

範例 2：單一工作流的快速回覆

<fetch>
	<entity name="msdyn_cannedmessage">
		<link-entity name="msdyn_msdyn_cannedmessage_liveworkstream" from="msdyn_cannedmessageid" to="msdyn_cannedmessageid" visible="false" intersect="true">
			<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="aa">
				<filter type="and">
					<condition attribute="msdyn_liveworkstreamid" operator="eq" uiname=" workstream 1" uitype="msdyn_liveworkstream" value="{759255C7-7AC8-98E0-7E3E-59A7F0312ABC}" />
/>
				</filter>
			</link-entity>
		</link-entity>
	</entity>
</fetch>

範例 3：多個工作流的快速回覆

<fetch>
	<entity name="msdyn_cannedmessage">
		<link-entity name="msdyn_msdyn_cannedmessage_liveworkstream" from="msdyn_cannedmessageid" to="msdyn_cannedmessageid" visible="false" intersect="true">
			<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="aa">
				<filter type="and">
					<condition attribute="msdyn_liveworkstreamid" operator="in">
						<value uiname="Test Workstream 1" uitype="msdyn_liveworkstream">{759255C7-7AC8-98E0-7E3E-59A7F0312ABC}</value>
						<value uiname="Test Workstream 2" uitype="msdyn_liveworkstream">{E6246229-33AC-5A9E-2FFE-51668AD44098}</value>
					</condition>
				</filter>
			</link-entity>
		</link-entity>
	</entity>
</fetch>

標籤的 FetchXML

範例 1：管道所有工作流的快速回覆標籤

<fetch>
	<entity name="msdyn_octag">
		<link-entity name="msdyn_msdyn_cannedmessage_msdyn_octag" from="msdyn_octagid" to="msdyn_octagid" visible="false" intersect="true">
			<link-entity name="msdyn_msdyn_cannedmessage_liveworkstream" from="msdyn_cannedmessageid" to="msdyn_cannedmessageid" visible="false" intersect="true">
				<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="aa">
					<filter type="and">
						<condition attribute="msdyn_mode" operator="eq" value="717210001" />
						<condition attribute="msdyn_streamsource" operator="eq" value="<CHANNEL_ID>" />
					</filter>
				</link-entity>
			</link-entity>
		</link-entity>
	</entity>
</fetch>

範例 2：單一工作流的快速回覆標籤

<fetch>
	<entity name="msdyn_octag">
		<link-entity name="msdyn_msdyn_cannedmessage_msdyn_octag" from="msdyn_octagid" to="msdyn_octagid" visible="false" intersect="true">
			<link-entity name="msdyn_msdyn_cannedmessage_liveworkstream" from="msdyn_cannedmessageid" to="msdyn_cannedmessageid" visible="false" intersect="true">
				<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="aa">
					<filter type="and">
						<condition attribute="msdyn_liveworkstreamid" operator="eq" uiname=" workstream 1" uitype="msdyn_liveworkstream" value="{759255C7-7AC8-98E0-7E3E-59A7F0312ABC}" />
					</filter>
				</link-entity>
			</link-entity>
		</link-entity>
	</entity>
</fetch>

範例 3：多個工作流的快速回覆標籤

<fetch>
	<entity name="msdyn_octag">
		<link-entity name="msdyn_msdyn_cannedmessage_msdyn_octag" from="msdyn_octagid" to="msdyn_octagid" visible="false" intersect="true">
			<link-entity name="msdyn_msdyn_cannedmessage_liveworkstream" from="msdyn_cannedmessageid" to="msdyn_cannedmessageid" visible="false" intersect="true">
				<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="aa">
					<filter type="and">
						<condition attribute="msdyn_liveworkstreamid" operator="in">
							<value uiname="Test Workstream 1" uitype="msdyn_liveworkstream">{759255C7-7AC8-98E0-7E3E-59A7F0312ABC}</value>
							<value uiname="Test Workstream 2" uitype="msdyn_liveworkstream">{E6246229-33AC-5A9E-2FFE-51668AD44098}</value>
						</condition>
					</filter>
				</link-entity>
			</link-entity>
		</link-entity>
	</entity>
</fetch>

管道當地語系化的 FetchXML

<fetch>
	<entity name="msdyn_oclocalizationdata">
		<link-entity name="msdyn_ocsystemmessage" from="msdyn_ocsystemmessageid" to="msdyn_systemmessageid" link-type="inner" alias="ab">
			<filter type="and">
				<condition attribute="msdyn_streamsource" operator="eq" value="<CHANNEL_ID>" />
			</filter>
		</link-entity>
	</entity>
</fetch>

Facebook 應用程式的 FetchXML

<fetch>
	<entity name="msdyn_ocfbapplication">
		<link-entity name="msdyn_ocfbpage" from="msdyn_ocfbapplicationid" to="msdyn_ocfbapplicationid" link-type="inner" alias="ab">
			<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="ac">
				<filter type="and">
					<condition attribute="msdyn_liveworkstreamid" operator="eq" uiname="ALM Facebook Test Workstream" uitype="msdyn_liveworkstream" value="{87bf4384-a02f-4802-8be7-1d6884a7e73f}" />
				</filter>
			</link-entity>
		</link-entity>
	</entity>
</fetch>

Facebook 頁面的 FetchXML

<fetch>
	<entity name="msdyn_ocfbpage">
		<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="ab">
			<filter type="and">
				<condition attribute="msdyn_liveworkstreamid" operator="eq" uiname="ALM Facebook Test Workstream" uitype="msdyn_liveworkstream" value="{87bf4384-a02f-4802-8be7-1d6884a7e73f}" />
			</filter>
		</link-entity>
	</entity>
</fetch>

Google’s Business Messages 合作夥伴帳戶的 FetchXML

<fetch>
	<entity name="msdyn_ocgooglebusinessmessagespartneraccount">
		<link-entity name="msdyn_ocgooglebusinessmessagesagentaccount" from=" msdyn_ocgooglebusinessmessagespartneraccountid" to="msdyn_ocgbmpartneraccount" link-type="inner" alias="ab">
			<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="ac">
				<filter type="and">
					<condition attribute="msdyn_liveworkstreamid" operator="eq" uiname="ALM Google Test Workstream" uitype="msdyn_liveworkstream" value="{87bf4384-a02f-4802-8be7-1d6884a7e73f}" />
				</filter>
			</link-entity>
		</link-entity>
	</entity>
</fetch>

Google’s Business Messages 專員帳戶的 FetchXML

<fetch>
	<entity name="msdyn_ocgooglebusinessmessagesagentaccount">
		<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="ab">
			<filter type="and">
				<condition attribute="msdyn_liveworkstreamid" operator="eq" uiname="ALM Google Test Workstream" uitype="msdyn_liveworkstream" value="{87bf4384-a02f-4802-8be7-1d6884a7e73f}" />
			</filter>
		</link-entity>
	</entity>
</fetch>

LINE 帳戶的 FetchXML

<fetch>
	<entity name="msdyn_oclinechannelconfig">
		<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="ab">
			<filter type="and">
				<condition attribute="msdyn_liveworkstreamid" operator="eq" uiname="ALM LINE Test Workstream" uitype="msdyn_liveworkstream" value="{87bf4384-a02f-4802-8be7-1d6884a7e73f}" />
			</filter>
		</link-entity>
	</entity>
</fetch>

自訂傳訊管道的 FetchXML

<fetch>
	<entity name="msdyn_occustommessagingchannel">
		<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="ab">
			<filter type="and">
				<condition attribute="msdyn_liveworkstreamid" operator="eq" uiname="ALM Custom Channel Test Workstream" uitype="msdyn_liveworkstream" value="{87bf4384-a02f-4802-8be7-1d6884a7e73f}" />
			</filter>
		</link-entity>
	</entity>
</fetch>

Microsoft Teams 帳戶的 FetchXML

<fetch>
	<entity name="msdyn_octeamschannelconfig">
		<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="inner" alias="ab">
			<filter type="and">
				<condition attribute="msdyn_liveworkstreamid" operator="eq" uiname="ALM Teams Test Workstream" uitype="msdyn_liveworkstream" value="{87bf4384-a02f-4802-8be7-1d6884a7e73f}" />
			</filter>
		</link-entity>
	</entity>
</fetch>

自訂傳訊帳戶的 FetchXML

<fetch>
	<entity name="msdyn_ocbotchannelregistration">
		<filter type="or">
			<condition attribute="msdyn_liveworkstreamid" entityname="ac" operator="eq" uiname="ALM Custom Channel Test Workstream" uitype="msdyn_liveworkstream" value="{87bf4384-a02f-4802-8be7-1d6884a7e73f}" />
			<condition attribute="msdyn_liveworkstreamid" entityname="bd" operator="eq" uiname="ALM Facebook Test Workstream" uitype="msdyn_liveworkstream" value="{87bf4384-a02f-4802-8be7-1d6884a7e73f}" />
			<condition attribute="msdyn_liveworkstreamid" entityname="cc" operator="eq" uiname="ALM Google Test Workstream" uitype="msdyn_liveworkstream" value="{87bf4384-a02f-4802-8be7-1d6884a7e73f}" />
			<condition attribute="msdyn_liveworkstreamid" entityname="dc" operator="eq" uiname="ALM LINE Test Workstream" uitype="msdyn_liveworkstream" value="{87bf4384-a02f-4802-8be7-1d6884a7e73f}" />
			<condition attribute="msdyn_liveworkstreamid" entityname="ec" operator="eq" uiname="ALM Teams Test Workstream" uitype="msdyn_liveworkstream" value="{87bf4384-a02f-4802-8be7-1d6884a7e73f}" />
		</filter>
		<link-entity name="msdyn_occustommessagingchannel" from="msdyn_custombotchannelregistration" to="msdyn_ocbotchannelregistrationid" link-type="outer" alias="ab">
			<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="outer" alias="ac">
			</link-entity>
		</link-entity>
		<link-entity name="msdyn_ocfbapplication" from="msdyn_ocfbapplicationid" to="msdyn_ocfbapplicationid" link-type="outer" alias="bb">
			<link-entity name="msdyn_ocfbpage" from="msdyn_ocfbapplicationid" to="msdyn_ocfbapplicationid" link-type="outer" alias="bc">
				<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="outer" alias="bd">
				</link-entity>
			</link-entity>
		</link-entity>
		<link-entity name="msdyn_ocgooglebusinessmessagesagentaccount" from="msdyn_ocgbmagentaccount" to="msdyn_ocgooglebusinessmessagesagentaccountid" link-type="outer" alias="cb">
			<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="outer" alias="cc">
			</link-entity>
		</link-entity>
		<link-entity name="msdyn_oclinechannelconfig" from="msdyn_oclinechannelconfigid" to="msdyn_oclinechannelconfigid" link-type="outer" alias="db">
			<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="outer" alias="dc">
			</link-entity>
		</link-entity>
		<link-entity name="msdyn_octeamschannelconfig" from="msdyn_octeamschannelconfigid" to="msdyn_octeamschannelconfigid" link-type="outer" alias="eb">
			<link-entity name="msdyn_liveworkstream" from="msdyn_liveworkstreamid" to="msdyn_liveworkstreamid" link-type="outer" alias="ec">
			</link-entity>
		</link-entity>
	</entity>
</fetch>

驗證您的移轉

將來源組織的整合路由相關設定資料順利匯入至目標環境之後，在目標環境中執行下列步驟：

  1. 在 UI 中，確定整合路由設定和規則集已正確呈現且沒有顯示錯誤。

  2. 如果在整合路由規則集中使用技能和評等值，則必須手動連結、關聯或建立使用者、可預約資源以及可預約資源特性記錄。

  3. 如果在整合路由的規則集和工作流中使用產能設定檔，則必須手動連結、關聯或建立使用者、可預約資源以及可預約資源產能設定檔記錄。

匯出和匯入資料的考量

若要疑難排解移轉期間可能會遇到的任何問題，請依下列方式檢查記錄檔：

  • 將資料匯入至目標組織時，如果看到黃色警告符號，則在設定移轉工具中檢查下列記錄檔：

    • Login_ErrorLog.log：提供有關您使用移轉設定工具登入組織時所遇任何問題的資訊。
    • DataMigrationUtility.log：提供有關上次移轉期間使用工具所執行工作的資訊。
    • ImportDataDetail.log：提供有關工具在上次資料匯入中所匯入資料的資訊。

    其他資訊：使用記錄檔疑難排解組態資料移轉問題

    表示資料匯入期間發生錯誤的黃色警告。

  • 如果記錄檔包含網路錯誤，則重複匯入程序。

    以下是範例：

    Time: 11:46:09 PM
Error: There was no endpoint listening at `https://www.contoso.com/XRMServices/2011/Organization.svc/web?SDKClientVersion=9.2.46.5279` that could accept the message. This is often caused by an incorrect address or SOAP action. See InnerException, if present, for more details.
Stack Trace: Service stack trace:

另請參閱

使用解決方案移轉記錄路由的設定
Azure DevOps 的 Microsoft Power Platform Build Tools