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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Install Dynamics 365 f...
Customer Insights - Journeys forum

Install Dynamics 365 for marketing on Sandbox and then Production?

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Posted on by David123 120

Hi

I am a bit uncertain on how to proceed with the marketing app installation.

Im implementing Dynamics 365, starting on a sandbox instance which I do all configurations and testing on and then when everything is customized I move that solution to a fresh production instance to go live.

Now - we also want to implement Dynamics 365 for marketing, but we only get one App to configure, so I cannot install it on sandbox instance first to do testing/validation etc and then install it on the production instance?

Do I need to first install the marketing app on the sandbox instance, and then when we decide to move to production, I uninstall it on sandbox and install it again on production instance?

Thanks

Categories:
Setup and Upgrades
I have the same question (0)
  • Verified answer
    megcda Profile Picture
    megcda 2,192 on at

    Hi David,
    Yes you would want to uninstall and install again on production. You would also want to export any data that you would wish to move to production. Also additional instances are available at a discounted rate so your other option would be to purchase an instance for the Sandbox.

    Good luck!

    Please mark as Verified if this answered your question.

  • Tommy Lauritzen Profile Picture
    Tommy Lauritzen 350 on at

    We have the same issue and would want to have the marketing module connected to both test and production. How do you add more configurable apps?

    @megan day

  • Verified answer
    megcda Profile Picture
    megcda 2,192 on at

    Tommy, the Marketing application requires a separate license for each environment if you want parallel connectivity.

    Please mark as Verified if this answered your question.

  • Tommy Lauritzen Profile Picture
    Tommy Lauritzen 350 on at

    megcda It would be great if you could explain how to go about getting a test license, as I'm sure many others would be interested in having more than 1 environment.

    Do we need to purchase a full license? if so which one? It is not clear to me as we have more than 10 Full license CE, which means a marketing instance including 2k contacts is included in the price. 

    Would it be the 750$ per month or the 1500$ per month one? I cannot see that extra sandbox instances are covered anywhere, so I assume it would be a production instance.

    https://dynamics.microsoft.com/en-us/marketing/overview/#pricing 

  • Mike @Hart365 Profile Picture
    Mike @Hart365 20 on at

    Hi,

    Also interested in understanding this - we're not-for-profit CSP licenses so would appreciate knowing what we need to order from our partner to get one, preferably 2, sandbox environments of Marketing (we have all the D365CE instances just need the Marketing part now)

    Thanks

    Mike

  • Yen Russell Profile Picture
    Yen Russell on at

    Hi Megan,

    I'm in the same boat as Tony. We have 10 Full CE licenses, so we qualify for 1 Marketing instance & we intend to use this for Production.

    We would like a Marketing instance setup in our sandbox environment as well so how do we go about obtaining one? Do we just get a separate Marketing Only App? I assume this will also include another Portal that we can use in sandbox? Thanks.

  • David123 Profile Picture
    David123 120 on at

    Hi,

    As Megan pointed out the process of installation seems to be to either first install it on sandbox environment and then uninstall it when you move to production and install it there if you only have one marketing app license.

    Other way is to buy another marketing app license through office 365 together with another portal add-on if you want to have marketing on both sandbox and production instance.

  • Tommy Lauritzen Profile Picture
    Tommy Lauritzen 350 on at

    Hi!

    If you're working in an evironment with continuous development processes, you will need isolated test instances

    I find it a bit pricey to have to pay an additional 18.000$ per year to be able to keep running tests every now and then.

  • Richard@BarheadAU Profile Picture
    Richard@BarheadAU 160 on at

    Tommy - I can hopefully add some information here.

    • As you have >10 CE Plan seats, you should qualify for the FoC license.  Note that (I) it doesn't come with a Portal - so you may need to license one, and (ii) if you need more than 2k marketing contacts over the license period, you'll need to buy additional contact packs, starting with the $600/8k pack
    • For additional/non-prod instances there is a $500 'additional application' license.  Again, this doesn't come with a portal

    I wrote a LinkedIn article on this topic recently - you can check it out here - and do reach out if you need more guidance.  Hope that helps.

  • Basvb Profile Picture
    Basvb 62 on at

    Tommy Lauritzen 

    After looking for a decent time myself, I also wanted to install a trial licence to test out the Marketing application. 

    Currently the trial is not freely available but you can request one here; https://dynamics.microsoft.com/en-us/get-started/?appname=marketing 

    Also, if you just want to click around in the demo, this can be done through the following link; https://demos.microsoft.com/livedriveapplauncher

    PS; I am still waiting for a Microsoft reply on my request though...

    Regards,

    Bas

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