CRM Simple Record Cloner

This XrmToolBox tool allows you to clone the data from one environment to another while keeping the same GUID by accepting the URL of the row as a parameter (developed by Martin Tölk).

It is important to keep the same GUID for some of the reference data in multiple environments (especially those which are referenced in the workflows, business rules, JavaScript, etc.).

To clone the data from one environment to another while keeping the same GUID, you can use this tool to enter the URL of the rows to be cloned and clone those to the target environment.

This tool requires entering the URL of each and every row and it is good only for quick cloning of a few rows. There is no option to remove the URL of the rows after entering and a new tool tab needs to be opened in order to start again. For copying more than a few rows with filter criteria, Data Transporter would be a more suitable tool.

• Tool Information
• Functionalities
• Clone the data from one environment to another (Fig. 1, Pt. 5)
• Enter the URL of the rows to be copied (Fig. 1, Pt. 1, 2)
• Specify the rules when the row is cloned (Fig. 1, Pt. 3)
• Ignore and not copy over Owner and Modified By user lookup values
• Ignore all lookups and not copy over the lookup values
• Ignore the columns which are not in the target environment
• Ignore the lookup values which are not existing in the target environment
• Verify and show confirmation for the missing lookup values in the target environment (Fig. 2)
• Ignore the not copy over the State and Status columns
• Upsert/update the data if the row with the same GUID exists in the target environment
• Choose the target environment to clone the data (Fig. 1, Pt. 4)
• Additionally, the tool can
• Verify the missing lookup values in the target environment (Fig. 2)
• Similar Tool
• CDS Data Migrator
• Configuration Migration
• Data Migration Tool
• Data Transporter

Fig. 1 - Colour-coded Privileges with ID

Fig. 2 - Verify Lookup Values in Target Environment

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.