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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Guidance of Dynamics P...
Microsoft Dynamics CRM (Archived)

Guidance of Dynamics Portal Development, Test & Production Environments

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Posted on by BiR 180

Seeking to provision a Dynamics Portal (Customer Portal) Online with Dynamics 365 CE Onlinev9x. The requirement is to create separate environments for development, testing and production. The CRM instances are on the same subscription but separate instances.

Failing to find any proper documentation on this topic. Members, please share your experience and point me to some good direction.

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  • Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at
    RE: Guidance of Dynamics Portal Development, Test & Production Environments

    Hi BiR,

    Your subscription/tenant includes a single free instance of portal.

    If you need to have portal enabled for all three environments, you will have to purchase additional portals for your other environments as well.

    Although I would say that this is of course a necessity to have portals in all three environments, the one thing that you should be aware of is that portal data migration from one environment to another is not as straight forward as we would like.

    There is a utiIity called Portal Record Mover from XrmToolbox, but I've heard some people having issues with and that it would not move all the records. The other option is the Configuration Migration tool to migrate the data from sandbox to production which seems to work pretty well, and gives you more control then Portal Record Mover.  

    Check out the following post as well:

    community.dynamics.com/.../237815

    Hope this helps.

  • BiR Profile Picture
    BiR 180 on at
    RE: Guidance of Dynamics Portal Development, Test & Production Environments

    Thanks for the response Aric. Details you have mentioned are as per my understanding.

    The environments are under the same tenant/subscription. I am hoping it's possible to provision the same type of portal i.e. Customer for the instances (after buying).

  • Suggested answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at
    RE: Guidance of Dynamics Portal Development, Test & Production Environments

    Yes BIR, you can provision any of the supported portal in all the three instances. All three CRM instances may have same type of portal as well.

    If found useful, please mark the answer as verified.

    Cheers

    Arpit

    arpitmscrmhunt.blogspot.com

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