Mapping Settings for the Basic Entities
Procedure
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System User – The user cannot be manually created in Dynamics 365 CRM. If a user has been added
info multiple organizations/environments, this user will have a different GUID in each
organization/environment.
The generation of the mapping template can automatically map the users with the same name in the source and destination. For the mappings of the other system users, you can choose a destination user as the default user if your destination does not have many system users. You can map all the other source users to this default user if you desire.
For instance, the source has account A, whose owner is user A, and account B, whose owner is user B. If you map both user A and user B to the destination user D, the owner of account A and account B will be restored to user D.
- Business Unit – The root Business Unit cannot be restored to the destination. You must
find the destination root Business Unit and enter its GUID and name to the Destination
GUID and Destination Name column. For the other business units,
you can copy the source GUID and name to the destination area to let the restore job create them in
the destination.
For instance, Source Root BU is the root Business Unit in the source, and it is the parent Business Unit of BU A. The Destination Root BU is the root Business Unit in the destination. When configuring the mapping, you must map the Source Root BU to the Destination Root BU, and you can copy the source GUID and name of the BU A to the destination area. Therefore, when you select the BU A to restore, the restore job will create the BU A in the destination with the same GUID and name, and its parent Business Unit is Destination Root BU.
- Currency – The base currency in the source and destination must be the same. Otherwise, the value in a different unit of currency would be incorrect. To configure the mapping, enter the GUID and name of the same currency in the destination. If the destination organization does not have that currency, copy the source GUID and name to the destination area. Restore job will create the currency if the destination GUID does not exist and skip restoring the currencies if the destination GUID can be found.
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Unit and Unit Group – Each Unit Group will have a Primary Unit automatically created. Dynamics
365 cannot keep the same GUID for the Primary Unit when the restore job creates the Primary Unit in
the destination. Therefore, you must map the Primary Unit of each Unit Group in the source and
destination. For the other units, you can copy the source GUID and name to the destination area to
let restore jobs create them in the destination.
You can choose one of the following methods to map and restore the Units and Unit Groups:
- Scenario 1 – Not too many Units and Unit Groups in your environment.
- If there are not too many Units and Unit Groups in your environment, we recommend manually creating the Unit Groups and their Primary Units in the destination using the same name as the source.
- Configure the mapping settings and generate the mapping template. The mapping template will automatically map those Units and Unit Groups. For the other units, you can copy the source GUID and name to the destination area and then import the mapping file.
- Select the Unit entity to perform an out-of-place restore.
- Scenario 2 – Many Units and Unit Groups need to restore to the destination.
- Configure the mapping settings for the source and destination and generate the mapping template.
- Copy the source GUID and name to the destination area for the Unit Groups and Units that have empty cells. Complete the mappings and import the mapping file back.
- Select the Unit Group entity to perform an out-of-place restore. The Unit Groups are restored to the destination with Primary Units automatically created. These Primary Units use a different GUID than the source.
- Go to Mapping Settings to generate the mapping again. Map the destination Primary Units created by the restore job to the source Primary Units in the Unit sheet and import the mapping file back.
- Select the Unit entity to perform an out-of-place restore.
- Scenario 1 – Not too many Units and Unit Groups in your environment.