How to Copy/Duplicate a Table and Columns in a Dataverse Environment

What

If you need to do either of these things, then this article is for you:
  • Create a copy of a table in the same environment as the original table
  • Create a copy of a table but want a different prefix against custom column names

Why

In most circumstances, if you need to duplicate a dataverse table, I would suggest to bundle it inside a solution, and migrate the solution to another environment.  

However, in the scenario where you need the duplicate table to be inside the same environment, here's a quick method that requires no manual creation of columns!

How

Short answer: Install XRMToolBox, inside XRMToolBox, install and utilise the Clone Field Definitions Plugin from the Tool Library.

Pre-Tasks
In order to clone a table with a new PREFIX value for the columns you first need to do the following:
  • Create a new PUBLISHER with the new prefix you would like
  • Create a new TABLE where you will be cloning all the fields.

Tasks
  • Download & Install XRMToolBox
  • On the 'Start Page Tab', click Open Tool Library
  • Search for Clone Field Definitions Plugin, select and click 'Install'.
  • Once installed, navigate to the 'Tools Tab', search for the plugin you just installed and Open.
  • Select the 'Source' table you wish to clone, and select the 'Target' table you wish to paste columns into.
  • Set your 'Field Prefix' to the publishers prefix you created earlier and tick 'Override Prefix'.
  • Select the fields you wish to clone.
  • Select 'Clone Selected Fields'
  • You are done.  all columns have now been cloned with the new prefix to your new table

Comments

Popular posts from this blog

SharePoint - Field type [FieldName] is not installed properly. Go to the list settings page to delete this field.

Office 365 Groups - Quickly find the GUID of a O365 Group

Export Group Membership From Active Directory Using Power Query