Use the Export Customizations list to view and export customizations and configurations from Microsoft Dynamics CRM Online. The exported customizations are saved as a compressed (.zip) file that can be used as a backup, or to import into another Microsoft Dynamics CRM Online implementation.
This task requires the System Administrator or System Customizer security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions
When deciding which customizations to export, consider how the exported customization file will be used.
When you import customizations and settings:
Any new items such as entities, attributes or views will be added to the installation.
Any changes to existing items will overwrite the current item.
These changes can include settings within relationships and event scripts for entities.
If you plan to transfer customizations from this Microsoft Dynamics CRM Online implementation to another implementation that also is customized, you will overwrite existing customizations if they are different. To avoid this problem, either:
Import all customizations from the target Microsoft Dynamics CRM Online system prior to performing additional customizations, so that when you export customizations, you'll include existing customizations as well as your new ones.
Only export entities that are not already customized in the target Microsoft Dynamics CRM Online system.
Security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.
In the Navigation Pane, click Settings, click Customization, and then click Export Customizations.
To export all customizations and settings click Export All Customizations.
To only export customizations to selected items, select the items, then on the Actions toolbar, click More Actions, and then click Export Selected Customizations.
Note: The default security settings of Internet Explorer will block downloading files to your computer. To address this issue, click the Internet Explorer Information bar, and then click Download File. The file will not download right away, but if you try exporting customizations again it will succeed.More information: Exporting and Importing Customizations and Configurations - Troubleshooting
Name and save the compressed (.zip) file. The compressed file contains the customizations.xml file, which contains the definitions of the items you have exported.
When you create a custom entity, you must publish the entity before you export it. If you export an entity that is not published, some fields in the export file may be blank.
Relationships and mappings between selected custom entities and any non-selected custom entities will not be included. Relationships and mappings for system entities will be included.
Do not add additional files to a compressed (.zip) file that contains customizations and settings exported from Microsoft Dynamics CRM Online. Microsoft Dynamics CRM Online will attempt to import the first file in the compressed (.zip) file. If that is not a valid file the import will fail.
Some user information may be exported when exporting workflows, for example, the domain logon, the Forms Authentication user name, or the Windows Live unique user identifier (PUID) value.