How to deploy changes from sandbox to production?

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Posted on by Hrytsak Taras

Hello everyone.

I created a sandbox environment and a consultant worked in that environment for a month. He made a lot of changes that I need to reflect in the production.

He works in the sales area, in tab "Goals".

Can you give me steps on how I can do this? How safe is it? Will I have problems with the environment?

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Wahaj Rashid 11,321 on at

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Hi,

Thank you for your query.

What kind of changes these are?

Customizations (Fields, Forms, Views, etc): should be done in a solution and then move this solution to Production (Export/Import).

Goal Definition: either you have to create definitions, roll up queries manually (in the production), or try using Data Import/Export feature.

Related documentation:

Create a solution (Dynamics 365 Customer Engagement on-premises) | Microsoft Docs

Export solutions (Dynamics 365 Customer Engagement on-premises) | Microsoft Docs

Import or update a solution (Dynamics 365 Customer Engagement on-premises) | Microsoft Docs

Import accounts, leads, or other data (Dynamics 365 Customer Engagement (on-premises)) | Microsoft Docs

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Hrytsak Taras 65 on at

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[quote user="Wahaj Rashid"]
Hi,

Thank you for your query.

What kind of changes these are?

Customizations (Fields, Forms, Views, etc): should be done in a solution and then move this solution to Production (Export/Import).

Goal Definition: either you have to create definitions, roll up queries manually (in the production), or try using Data Import/Export feature.

Related documentation:

Create a solution (Dynamics 365 Customer Engagement on-premises) | Microsoft Docs

Export solutions (Dynamics 365 Customer Engagement on-premises) | Microsoft Docs

Import or update a solution (Dynamics 365 Customer Engagement on-premises) | Microsoft Docs

Import accounts, leads, or other data (Dynamics 365 Customer Engagement (on-premises)) | Microsoft Docs
[/quote]

Hi Wahaj,

Thanks for your reply.

Changes such as one tab, in the Goals area (I attach the screen) and a field has been added in the Goal entity.

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Wahaj Rashid 11,321 on at

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I guess you got the answer.

Reports and fields are both part of the Solution which can be imported in another environment as Managed (preferable for production) or Un-managed.

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