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Helper II
Helper II

CRM Configuration Migration Error

Good morning,

 

We are currently in the process of migrating the data/records of the portal... In our case, we have exported successfully Portal Base and Web Forms from our environment but when we try to import them into other environment the following error shows up:

 

portal.png

This error is related to the entity contacts and the log file does not include any error during this import process, so we do not really know which kind of error it could be. 

 

We have also tried to exclude users and contacts from the export but only a part of the portal is migrated in the new environment.

 

Do you know what could be happening or where to find more detailed information of this migration processes?

 

Thank you all in advance!

2 REPLIES 2
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Impactful Individual
Impactful Individual

Re: CRM Configuration Migration Error

Hi @MS5 

When migrating portal configurations from one Environment to another one, there are some notes you need to know:

  •  The Configuration Migration tool uses schema to export and import configuration data. The tool does not migrate entities or entity schema. Migration may fail with missing elements such as entities and fields when configuration data has mismatch with selected schema.
  •  During export, ensure the source environment contains portal entities as specified in Configuration Migration tool schema file. You can still alter the schema files to add, remove, and modify entities, attributes, and so on to migrate subset of configuration data.
  •  During import, ensure the destination environment contains the same portal type already installed with any additional customizations such as entities, fields, forms or views imported separately as solutions.

You can find more details about migration portal from one instance to another:

https://docs.microsoft.com/en-us/powerapps/maker/portals/admin/migrate-portal-configuration

https://docs.microsoft.com/en-us/power-platform/admin/manage-configuration-data

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Super User II
Super User II

Re: CRM Configuration Migration Error

hi @MS5 is there any reason for why would you want to move contacts/users?

users need to be added on the Office 365 level, you shouldn't be moving from environment

contacts might be very specific as well, you don't want test contact data in LIVE environment

 

finally, did you create your own schema? is all the Portal data moved successfully? 

 

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Power Apps Portals Super User


Oliver Rodrigues


 

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