Install Dynamics 365 for marketing on Sandbox and then Production?

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Posted on by David123

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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

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Setup and Upgrades

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ManishChouhan 145 on at

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RE: Install Dynamics 365 for marketing on Sandbox and then Production?

Hi Dave,

We faced similar Issue and did the following

Refer: http://microsoftdynamics.in/2020/06/07/marketing-application-free-license-is-only-for-production-what-about-uat-qa-and-devhow-to-install-marketing-in-sandbox-without-consuming-license/

As ORG 1 don’t have a component of Marketing Solution and ORG 2 has Marketing Solution so technically both need to be same in prospective of managed solution

We are 2 Option here

Raise a Ticket to Microsoft and they will enable a Marketing Solution only component in the application if that not visible for you

or install Marketing License in ORG 1 and once all solution are installed in ORG1 , Release the License again as uninstalling Marketing application doesn’t remove Solutions

Now we will have a Marketing Managed solution in ORG 1 and Org 2. and would be easier to migration customization from ORG 2 to ORG 1.

We are ready with ORG 1 having Marketing, Sales and customer service app with the unmanaged customizations and its time to move Solution in production

We will Use the license Marketing Application in Production only that will be fully functional with prospective to marketing, then UAT ORG 1 with Marketing Solution only ( functionality will not work, only for smooth change deployments )
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chrispytwist 235 on at

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RE: Install Dynamics 365 for marketing on Sandbox and then Production?

As it stands at the moment, a second license will need to be purchased to add another instance to a tenant. However, re: portals, the latest update to Marketing, I believe, does not require portals as it can now hook into existing CMS pages.
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chrispytwist 235 on at

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RE: Install Dynamics 365 for marketing on Sandbox and then Production?

Based on what I've come to understand from support, what you'll want to do is:

1) Export the Marketing data as outlined here (https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/transfer-data)

2) Uninstall the Dev solution

3) Install the Prod instance

4) Import the Marketing data from Step 1. Also note the capabilities and limitations in that article, eg. records with the status of 'Live' will have a status of 'Draft' after import.

Hope this helps!
Yen Russell on at

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RE: Install Dynamics 365 for marketing on Sandbox and then Production?

Hi Megan,

Based on this article (docs.microsoft.com/.../uninstall-marketing) when we uninstall Marketing then only the Marketing services are turned off but the Marketing solutions/customisations remained.

We're a NFP organisation, so having to run a secondary Marketing instance for sandbox permanently is not preferable, so I'm thinking that after UAT has finished, we can just:

1. Uninstall Marketing in Dev

2. Re-Install Marketing in Prod

3. Import/Export solutions from Dev to Prod

Knowing that the Marketing Services will be turned off in Dev, if we don't actually remove the solutions, can we still use the Dev environment to do simple customization such as forms & views update of Marketing entities?

We're also using the Dynamics Portal to support the Event Management module, so do you know if the portal functionality will remain in Dev after un-installation, i.e. will we be able to still submit test-registration in our dev portal? (if we have 2 portal licenses, for dev and prod).

Thanks
icimasa 390 on at

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RE: Install Dynamics 365 for marketing on Sandbox and then Production?

Hi Megan,

ohh so we need another full license of Marketing in a Dev environment? Even if we are not in need of the portal feature in DEV, cause that can be managed directly on Prod. I read somewhere that it would be possible to install the Marketing App on Prod and then make a cope to Sandbox and have that as an dev environment. Is that possible or we must have another full license of the Marketing App?

regards

Martin
megcda 2,192 on at

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RE: Install Dynamics 365 for marketing on Sandbox and then Production?

Hi Martin,

You have to have a secondary instance of Marketing (another Marketing license) in order to have the capabilities in a Sandbox/Dev environment before you migrate any data/configurations to the instance.

Thanks,

Megan
icimasa 390 on at

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RE: Install Dynamics 365 for marketing on Sandbox and then Production?

Hi Megan,

are we able to setup the Marketing Application on the Production instance and then make a copy to a Dev/Sandbox instance and have the capabilities of the Marketing app in sandbox for customization a.s.o?

best regards

Martin
megcda 2,192 on at

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RE: Install Dynamics 365 for marketing on Sandbox and then Production?

Hi all,

Thank you very much for the feedback on the request for a test instance and the cost issue. Please know that this issue has been raised by many folks internal to Microsoft as well and we are continuing to push discussions with the owning teams so that we can better meet customer needs. So thank you for your patience and know that we are working on this issue.

Thanks,

Megan
chrispytwist 235 on at

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RE: Install Dynamics 365 for marketing on Sandbox and then Production?

Not sure if the information has made it's way to you yet but there are said to be some significant changes being made to Marketing in the April update. One of which is the ability to connect directly to other CMSs, thus altering the need to use a portal in Marketing (community.dynamics.com/.../308220). I've also noticed that some of the language about 'needing to have licenses' is curiously missing now from the Marketing set up documentation, they now have info there about 'Copying' your instance to a Sandbox. I hope they enable the sandbox instance like the CE sandbox without having to drop thousands in order to follow recommended practice for xrm development.
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Community Member on at

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RE: Install Dynamics 365 for marketing on Sandbox and then Production?

go.microsoft.com/fwlink;clcid=0x409)

Per the latest licensing guide, getting a test license of Marketing enabled requires a support ticket (when entitled to one due to having 10+ licenses).