CRM 2011: Exporting/Importing Workflow RRS feed

  • Question

  • I have a few workflows that need to be exported into another CRM site. I don't want to export anything else. I just want to export the workflows.
    Wednesday, April 29, 2015 1:48 PM

All replies

  • In Settings | Customizations | Solutions, create a new solution giving it a name, publisher, version, etc.  Save and then add existing and add the workflows you want to move.  Save again and Click Export.  You will be walked through the export wizard and you will need to decide if the solution needs to export as a managed or unmanaged solution.

    You should also ensure that the target environment has all the entities and fields that are referenced by the workflows you want to import.

    Jason Peterson

    Wednesday, April 29, 2015 3:40 PM