How it works...

We started the recipe by creating the schema for the data we are exporting. In step 3, we logged in.

Notice how the logging mechanism only asked for our credentials and identified the Dynamics 365 instance we have access to? This is the preferred way to connecting to Dynamics 365 as it automatically detects the best way to access your organization. This is a best practice compared to explicitly defining the web service endpoint, which might change over time.

In step 4 and step 5, we selected the attributes we are after and exported the schema. This prompted us in step 6 to export the data as well, which we did in step 7 and step 8.

In step 10 to step 12, we imported the configuration data into a different organization.

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