Search code examples
dynamics-crmcrm

How do I export views from one organization and import into another

Is there any way to export views from an organization and then import them into another?

There is a button to fetch the XML of the view, which produces a file with all my info. This seems like the way to go but how do I re-import it?

We are using the new CRM 2013 update in case in matters.

Solution

  • If they are system views they will be exported with the customizations.

    If they are private views your best bet might be to use the API. The entity for User views is called userquery.