Export and import app configuration data

Article
06/14/2024

After you've used Omnichannel for Customer Service in a test environment, you can export some of your app configuration data to a live production environment. Use the configuration management tool to export and import the data. More information: Download the Configuration Migration tool from NuGet using the PowerShell script

Important

Channel configurations are specific to the environment in which they're created, so exporting and importing complete configurations as-is won't work. We recommend that you create the configurations using the Customer Service admin center app.

While you can use the Configuration Migration tool to export and import entity data, omnichannel-related configurations contain different entities that have internal dependencies. Therefore, you must bring together the required data by following a very specific process. For example, if you've already imported the context variables and then try to import preconversation configuration, which also creates context variables, the import might not work. Similarly, you must import all the internal entities, such as ruleset configurations that contain decision rulesets and contracts, for the import of workstreams and record queues to be successful.

You can copy an environment with Omnichannel for Customer Service and it should load successfully in the target environment. However, other environment lifecycle operations such as restore aren't supported. If you restore an environment, we recommend that you uninstall and provision Omnichannel for Customer Service in the target environment.

Note

We recommend that you don't export the msdyn_analytics entity. Because the entity contains org-specific configuration data for intraday insights in Omnichannel for Customer Service, exporting it might lead to an incorrect configuration of your intraday insights data.

Share via

Export and import app configuration data

See also

Feedback

Feedback

Additional resources