The "Copy to workspace" feature in BindTuning enables the replication of templates across different BindTuning workspaces.
💡 This feature is particularly useful for organizations running multiple BindTuning environments (e.g., partners running workspaces for multiple customers) or for migrating templates from development to production workspaces.
Application and purpose of 'Copy to workspace'
The ability to copy a template to another workspace offers powerful advantages, particularly in scenarios involving distinct BindTuning environments or during template lifecycle management:
For organizations with multiple BindTuning environments
This feature lets organizations, like BindTuning partners managing various customers, efficiently replicate and deploy standard templates across different tenants or isolated environments. It ensures consistency and significantly cuts down on manual effort.For migrating templates (Development to Production)
It's critical for seamlessly moving templates from development or testing workspaces to live production environments. This allows you to build and refine templates in a controlled setting, then easily deploy the perfected version, minimizing risks.
Example scenario
A large enterprise with a Multi-Geo Microsoft 365 tenant needs to ensure consistent provisioning and compliance across all its regional tenants. The organization creates best-practice templates for various scenarios, such as departmental site creation, project team setups, and employee onboarding, each incorporating specific structures, compliance policies, and automation flows.
The 'Copy to workspace' feature is used to replicate these established templates from a central BindTuning workspace into the BindTuning workspaces associated with each regional tenant. This allows for the efficient deployment of standardized, compliant solutions across the entire Multi-Geo organization, ensuring uniformity and adherence to corporate policies regardless of the underlying tenant.
Technical considerations and limitations
When the "Copy to workspace" feature is used between BindTuning workspaces that are linked to different SharePoint tenants, certain elements may not transfer or function correctly due to tenant-specific dependencies.
Limitations:
Cross-Tenant copying can lead to data loss or misconfiguration.
Certain settings/configurations will be removed or not migrated correctly.
Policies copied with the template won’t appear in the workspace’s Policies area and can’t be reused elsewhere.
Specific elements affected by cross-tenant copying
The following elements are often tied to specific tenant configurations or permissions and may not be transferred or fully functional across different SharePoint tenants:
In SharePoint
Security configurations (e.g., policies, lists, content)
Site Fields (namely, custom fields that might be absent in the target tenant)
Apps & Solutions
Site & Web Settings
Regional Settings
Audit Settings
Property Bag Entries
Custom Actions
Composed Look
Application Lifecycle Management
Classification Settings
Classification settings are tenant-specific and typically managed via compliance and security centers that do not support cross-tenant migration:
Sensitivity Labels
Membership
Hub Site Association
Policies
Policies included in the original template will be copied between workspaces along with the template; however, they will not appear in the workspace’s policies area and therefore cannot be reused or managed independently in other scenarios.
Approval Workflows
Workflows often rely on tenant-specific connections, users, or services, and might fail or require reconfiguration in the new tenant.
Conclusion
The "Copy to Workspace" feature is a powerful tool for managing and replicating content within Microsoft 365. However, when you use it across different tenants, careful planning and awareness are essential. Key elements like SharePoint content, security settings, classifications, and certain workflows can be lost or misconfigured during the transfer. Understanding these limitations is crucial to prevent disruptions and maintain compliance. By approaching cross-tenant copying with informed caution, your organization can better preserve data integrity and ensure a smoother migration experience.