Access Team Template Mover

🛈 Note

With the 2023 release wave 1 update, access team templates can be added in a solution and this tool is no longer required for the online environments.

This XrmToolBox tool allows you to move Access Team Templates across different Microsoft Dataverse environments (developed by Aung Khaing).

Deploying Access Team Template across different environments with the same GUID is often required to maintain the access team subgrid on the form and minimise human error. But the problem is that Access Team Template is not solution aware and moving across as data would cause the problem for custom tables with different ObjectTypeCode in a different environment.

To overcome this issue, you can use this tool to transfer access team templates from one environment to another easily while maintaining the same GUID for the rows.

• Tool Information
• Functionalities
• Move Access Team Templates across different Microsoft Dataverse environments
• Export access team templates from an environment and save as a file (useful if instances are on different networks) (Fig. 1, Pt. 1)
• Import the exported template file to another environment (useful if instances are on different networks) (Fig. 1, Pt. 2)
• Directly transfer from an environment to another environment (Fig. 1, Pt. 3)
• Additionally, the tool can
• Handle different objecttypecode values for custom tables in different environments (Fig. 2, Pt. 1)

Fig. 1 - Tool Interface to Export, Import and Transfer Access Team Templates

Fig. 2 - Access Team Template Sample Export XML File

This is part of the #TooLDR series where I test and review the tools for Power Platform. You can check out the information for the other tools on this page.