Skip to main content

Notifications

Announcements

No record found.

Business Central forum
Answered

Create a new company by copying an existing company

Posted on by

All,

I would like to copy an existing company and create a new company so I can use it as a test/training environment. Is there an easy way to do this? Any advice is appreciated.

Thanks - Jon

  • Suggested answer
    Mustufa Shehreyar Profile Picture
    Mustufa Shehreyar 1,070 on at
    RE: Create a new company by copying an existing company

    @Karasahin: Yes, basically its more towards the Data Migration side rather than taking a backup and restoring it. The Data you upload to both environments should typically be the same and then you can build same cases around it.

    Back-up and restore capability is only in the hands of Microsoft and Point-in-time backups maybe requested for the Production environment. I don't think Microsoft will cater the request of copying from Prod to Sandbox or vice versa at the current moment in time.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create a new company by copying an existing company

    @Shehreyar, how can I do that? Is it like creating packages of customers, items etc. then, importing them to sandbox environment?

  • Suggested answer
    Mustufa Shehreyar Profile Picture
    Mustufa Shehreyar 1,070 on at
    RE: Create a new company by copying an existing company

    @Karasahin: Copying companies across environments is still not possible. Normally we use Edit in Excel or Configuration Packages.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create a new company by copying an existing company

    I would like to copy my company to sandbox environment. How can I do that?

  • Suggested answer
    Mustufa Shehreyar Profile Picture
    Mustufa Shehreyar 1,070 on at
    RE: Create a new company by copying an existing company

    8662.2017_2D00_10_2D00_17.png

    Click on the "Search Icon", In the Search field type "Users" Click on Users to open the "User Card". On the User card select your User and assign "D365 BUS FULL ACCESS" in User Groups and User Permission Sets and select the company which you created. Refer to the screenshot attached, I usually assign "SUPER" too.

  • Chris Bulson Profile Picture
    Chris Bulson on at
    RE: Create a new company by copying an existing company

    Granting permissions to it on the user card.

  • BPS2017 Profile Picture
    BPS2017 on at
    RE: Create a new company by copying an existing company

    Thank you. Is there a second step to have it appear as an allowed company under settings?

  • BPS2017 Profile Picture
    BPS2017 on at
    RE: Create a new company by copying an existing company

    Thanks.

  • Suggested answer
    Mustufa Shehreyar Profile Picture
    Mustufa Shehreyar 1,070 on at
    RE: Create a new company by copying an existing company

    Dear BPS2017,

    Can you elaborate your question please?

    Are you looking to copy an existing company to a new company on the same environment? If so then I would agree with Mary's suggestion.

    But if you need to create a test/training environment I would suggest you create a sandbox environment.

    For more information please visit the following link: docs.microsoft.com/.../across-how-create-sandbox-environment

  • Verified answer
    MCarrero Profile Picture
    MCarrero 772 on at
    RE: Create a new company by copying an existing company

    Yes, it's very easy.  Search for "Companies", highlight the company you wish to copy and click "COPY" in the ribbon.  It will have you enter a new company name.  Follow the steps and your new company will be copied from the existing company.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,696 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,490 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans