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Microsoft Dynamics CRM (Archived)

Copy limited number of production records to sandbox

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Posted on by 608

I would like to copy our production environment down to our sandbox with a limited number of records - say the most recent 500 opportunities, or only opportunities entered after 8/1/2017.  How can I do this?

Thank you!

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  • Verified answer
    ashlega Profile Picture
    34,477 on at

    I don't think there is an easy way (for each opportunity, it's also the products, accounts, contacts, leads, etc) Might be easier to copy production to sandbox then delete whatever you don't need:

    docs.microsoft.com/.../copy-instance

  • Barbara Forsman Profile Picture
    608 on at

    Yes, that's what I'm doing, but the full copy puts our storage over 80% so I'm getting the warning about approaching our storage limit.  I'm trying to free up storage using this Technet article, but so far it's not had enough of an impact on storage.

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