Attachments Copy Tool with Reverse Option
This XrmToolBox tool allows you to copy and rollback notes attachments
from one Microsoft Dataverse environment to another based on exported data
file from the Configuration Migration tool (developed by
Michael Kalinovich).
The Configuration Migration tool by Microsoft does not allow copying of
file attachments of the Notes table.
To copy the attachments from one environment to another, you can use this
tool to migrate/copy file attachments along with records copied by the
Configuration Migration tool.
- Tool Information
- Functionalities
- Copy attachments from one environment to another (Fig. 1, Pt. 1 and Pt.9)
- Select the source (Fig. 1, Pt. 2) and target environments (Fig. 1, Pt. 3)
- Select the exported data file from the Configuration Migration tool (Fig. 1, Pt. 5)
- Specify whether to copy Notes without file attachment (Fig. 1, Pt. 6)
- Specify whether to export the list of created notes which is required to rollback (Fig. 1, Pt. 7) and select the file (Fig. 1, Pt. 8) (currently not working in the latest version 9.2.2.8)
- Rollback and delete the attachment files created in the step above (Fig. 2, Pt. 1 and Pt.5)
- Select the target environment (Fig. 2, Pt. 3)
- Select the list of created notes exported in (Fig. 1, Pt. 7) to process (Fig. 2, Pt. 4)
- Additionally, the tool can
- Show instructions and hyperlink to Microsoft Docs about the Configuration Migration tool (Fig. 1, Pt. 4) (Fig. 2, Pt. 2)
- Similar Tool
- Bulk Attachment Management
Fig. 1 - Copy Notes Attachment Based on Configuration Migration
Exported Data File
Fig. 2 - Rollback and Delete Imported Notes
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