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Service Portal

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Posted on by Ibrazrilevic

On our Production environment we have a Service Portal for our customers. We want to update the portal (solution) to a new version but want to this on a sandbox environment first. I exectued the following steps to check first if the portal is working on the sandbox:

- made a minimal copy from production to a sandbox

- added the portal add to the sandbox via the dynamics 365 portal (gave its own service portal link)

but when i open the sanbox service portal the layout of the service portal is completely gone and only text is visible. Do you know how i can make the sandbox identical to production so that i can exectute the upgrade first on the sandbox to make sure the update doesnt affect any of our settings?

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Applications and Add-ons

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RaviKashyap 55,410 on at

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RE: Service Portal

Hi,

Portals works based on the records for the entities which exists under the Portal menu i.e. web pages, web template etc. You would need to either-

1. Create e full copy of your prod to sandbox so that the records comes automatically. Or

2. Migrate the records from you prod to sandbox. You can use Config Migration tool or Portal Record Mover from XRM Toolbox for this.

readyxrmblog.wordpress.com/.../move-dynamics-365-portal-configuration-data-using-the-xrmtoolbox

community.dynamics.com/.../configuration-migration-tool-for-v8-x-portals

Hope this helps.