Transport summary configurations across Dynamics 365 Field Service environments
Copilot in Field Service provides predefined summaries for specific tables. With summary configuration, administrators can replace the default summaries and configure their own to tailor to their business needs. They can configure the summary for two tables: Work Order and Bookable Resource Booking.
This article provides information on how to transport both summary configurations across environments with the Configuration Migration tool.
Important
When exporting and importing the data, we assume that all the tables and columns selected in the Field Service summary configuration are available in both environments with the same schema names. If there are any changes or differences, then the FS Summary Configuration will be corrupted.
Use the Configuration Migration tool
Tip
One way to install the Microsoft.Xrm.Tooling.ConfigurationMigration module from the PowerShell Gallery is to open PowerShell as an administrator and run the following command: Install-Module -Name Microsoft.Xrm.Tooling.ConfigurationMigration. Learn more at Dataverse development tools.
Open the Configuration Migration tool. Learn more at Create a schema to export configuration data.
On the main screen, select Create schema, and then select Continue.
Provide authentication details to connect to your source environment from where you want to export data. If you have multiple organizations on the server, select Display list of available orgs.
The option allows you to select the environment to connect to on the next screen.
Select Login.
From the Select the solution list, select a solution from where you want to export the data and afterwards from the Select Entity list, select Field Service Summary Configuration (msdyn_fieldservicesummaryconfiguration).
Select Add Entity.
The following image illustrates the Configuration Migration page at this step.
Select Save and Export and enter a schema name and select Save. You can use the downloaded XML file of the schema to export the data in case you exit the tool.
After the schema save is complete, select Yes to confirm that you want to export the data.
On the next screen, specify the location of the data file to be exported in the Save to data file box, and then select Export Data.
The following image illustrates the Configuration Migration page at this step.
Once complete, select Exit to close the tool.
At this stage, you see the main screen again.
On the main screen, select Import data, and then select Continue.
Provide the authentication details to connect to the target environment that you want to import the data into.
If you have multiple organizations on the server, select the Display list of available orgs option so that you can specify the environment to connect to on the next screen.
Select Login.
On the next screen, choose the data file (.zip) to be imported, and then choose the Import Data action.
Once complete, select Exit to close the tool.
You've now copied the summaries to the target environment and can use the content there.