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Microsoft Dynamics CRM (Archived)

programmatically reset an CRM instance and copy between CRM instances

Posted on by

Is there any tool/api/way that I can use to automate the reset of an instance and copy a CRM instance to another while both instances are under the same tenant.  For example, I want to use a CRM instance as a baseline, and fully copy this baseline CRM instance to another CRM instance which is used to run our test pass every morning at 9am.

Is this doable?

Thanks,

--Robert

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  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: programmatically reset an CRM instance and copy between CRM instances

    Hello Robert,

    Looks like Microsoft heard us - docs.microsoft.com/.../online-management-api

  • Robert Lin Profile Picture
    Robert Lin on at
    RE: programmatically reset an CRM instance and copy between CRM instances

    There is apparently a suggestion about this already, https://ideas.dynamics.com/ideas/dynamics-crm/2373154.  However, it needs more up vote.  Please if you think it is useful, up vote this idea so CRM product team takes notice this idea and transform this idea into reality. 

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: programmatically reset an CRM instance and copy between CRM instances

    Robert,

    If you need to get that kind of tool I would suggest to create a idea here - ideas.dynamics.com/.../dynamics-crm

  • Suggested answer
    Robert Lin Profile Picture
    Robert Lin on at
    RE: programmatically reset an CRM instance and copy between CRM instances

    That was my guess.  Thank you for the confirmation, Ravi.  Hopefully, CRM team can create some tool or API to ease the pain for automating managing the instance better soon.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: programmatically reset an CRM instance and copy between CRM instances

    Hi Robert,

    Sorry but still there is no tool/ API to automate the process of resetibg the instance or copying the instance. They need to be performed manually.

    community.dynamics.com/.../131921

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