Transferring Configurations to Another CRM.Designer Database

You can transfer configuration data as XML files to other CRM.Designer databases using CRM.Bulkloader:

During the transfer you can move:

  • configurations
  • configuration units
  • the complete database

To transfer a configuration:

  1. Create a directory for the XML files.
  2. Download the desired configuration to this directory. For further details, see Downloading Configuration Data from the CRM.Designer Database.
  3. Create a configuration with the same name in the target database. The configuration should have the same parents as in the source database. If such a configuration already exists, it is overwritten on upload.
  4. Upload the XML files containing the configuration to the target database. For further information, see Uploading Configuration Data to the CRM.Designer Database.
Note: Users, languages, logins, and authentication settings are not transferred via configurations or packages; you need to create a database dump to transport these items.

For more information about transferring Configuration Units, see Packages.

For further details on how to transfer the complete database, see  Database Dump.