Export Import user saved views Microsoft Dynamics Crm 2011.
Because user can't "move" his saved views from one environment to another, I've create Silverlight application that does it.
The application can be downloaded from here:
http://exportimportuserview.codeplex.com/releases
Prerequisites:
1) The "SLExportImportUserViews" solution installed on both environments.
Instructions:
1) Go to the first environment.
2) Open the HTML Web resource and preview the page.
3) Export your saved views to xml file.
4) Go to the other environment.
5) Open the Silverlight application.
6) Open the HTML Web Resource and preview the page.
7) Go to the Import Tab.
8) Click on ImportXML.
9) Choose the xml file.
10) Click on Import all to crm.
Draw backs:
1) Because it's odate I can't retrieve other users saved views and I can't assign the saved views to another user from the Silverlight application.
*Can be fixed by using the wcf service instaed of the Odata or after importing the views assign them from the advanced find window
2) All the saved views in the grid Exported to the xml file.
3) All the saved views in the grid Imported to the CRM.
*Can easily be fixed by exporting and importing only selected items.
The application can be downloaded from here:
http://exportimportuserview.codeplex.com/releases
Hi i have imported this soultion into my crm enviroment, ut when i open the HTML page i have no views which can be exported even though i have created a number of views. I have clicked the refresh button and still get nothing? do you know why this would be happening?
ReplyDeleteThanks
Hi,
ReplyDeleteAre you the owner of the views?
The silverlight currently applies only for views owned by the current user.
Are the views are saved views (created from advanced find) or system views (you could move them with the rest of the customization).
I own userviews created from advancefind but i didnot see any record in list. Please help urgent
ReplyDeleteI would need some more information in order to help you with the problem you are having.
DeletePlease email me screen shoots of the advanced find user-views and the Silverlight application.
Please provide me your mail id. Also i am not able to export in excel those advance find saved view.-"My Active Saved Views". Can you help me with this too. Thanks in Advance.
DeleteDid your issue get resolved ? its sounds like I have exactly the same problem. I've imported and published the solution but the window does not display any of my custom views (2)
DeleteThanks
Hi,
ReplyDeleteOn the bottom of the article you mention this:
*Can easily be fixed by exporting and importing only selected items.
How would I do that in practice? I want to export and import only some of the views and not all.
BTW it is a great tool regardless of the draw backs.
Lasse