RE: Copy from Prod Instances
Hi
There are tools you can use to copy data or delete data after you did a full copy of instance. Most of the tools will work fine if you do not have many tables (entities) and if you do not have loads of relationships.
You could do a "Copy Schema Only" and the use the configuration migration tool to migrate or copy data over from Prod to Dev. In the configuration migration tool, you can now filter records using FetchXML so may be you could have your date filter in there.
https://powerobjects.com/2018/08/27/microsoft-dynamics-365-crm-configuration-migration-tool/
https://docs.microsoft.com/en-us/power-platform/admin/manage-configuration-data
There is one other option I normally follow is to write linqpad script in c# that loops though list of entities and copy the data (obviously you will have to created the records in order). The script based approach is very flexible as you can have any filter or condition you want.
If you go with Full Copy approach, then you can delete audit logs and attachments to reduce the size and then use Bulk Deletion job or third party tool like XrmToolBox to delete the unnecessary data.
This XrmToolBox plugin allows you to select a view or paste FetchXML so filtering and deleting is fairly straightforward. The difference between OOB bulk delete job and this tool is that this tool does instant deletion where as the system job is async will take longer.
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