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Verify migration of records

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Applies to: Dynamics 365 Contact Center—standalone and Dynamics 365 Customer Service only

After you've successfully migrated the configuration data related to unified routing from the source to target organization, do the following in your target organization:

  1. Ensure that the unified routing configuration and rulesets are rendered properly as in the source organization.

  2. If skills and rating values are used in unified routing rulesets, then you must manually link, associate, or create users, bookable resources, and bookable resources characteristics records.

  3. If capacity profiles are used in rulesets and workstreams for unified routing, then you must manually link, associate, or create users, bookable resources, and bookable resources capacity profile records.

Next steps

Troubleshoot migration of records

Create a schema to export configuration data
Overview of data migration for records
Use FetchXML query to filter records
Migrate configuration data for records
Troubleshoot migration of records
Migrate configuration data for live chat
Migrate configuration data for voice channel