Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / New to Dynamics CRM
Microsoft Dynamics CRM (Archived)

New to Dynamics CRM

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hi I am just new to Dynamics 365 moving across from Salesforce, we have just started to building our Organisation and noticed that our Production and Sandbox are different versions. I have scheduled to update our Sandbox, however we would like to move all the changes across. We keep getting errors when I am trying to move everything across. Does any have any documentation or idea on the best way to move everything across. I  have created about 5 different solutions. Thanks Heaps 

*This post is locked for comments

  • John Clark Profile Picture
    John Clark 400 on at
    RE: New to Dynamics CRM

    Hi,

    Yes, I'd strongly recommend always working with solutions. Add everything you create or modify to them, export and then import to Production. From time to time there are reasons why you might want to replace the Sandbox with a copy from Production, but normal practice would be to package up your changes in solutions and move them through environments (you can have more than one sandbox).

    Cheers,

    John

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: New to Dynamics CRM

    Thanks John! That work.  Going forward should I create a new solution everyone time a do a customization and re import that ?

  • Verified answer
    John Clark Profile Picture
    John Clark 400 on at
    RE: New to Dynamics CRM

    Hi,

    When moving customisations to Production from Sandbox for the first time it can be quite challenging, especially if you have a lot of customisations. We usually try to move things over as we go, and get the client to review them. Anyway, in your case I’d recommend creating a solution that just contains your custom fields & relationships, and any system ones that you’ve modified. This lays down a foundation on top of which you should be able to deploy the other solutions.

    Cheers,

    John

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: New to Dynamics CRM

    Hello,

    I will suggest you to first go through Solution details if you have not done yet: msdn.microsoft.com/.../gg334576.aspx here you can understand solution details.

    While moving contents, it is always recommended to move just your specific changes unless you don't have dependent components missing in the target system (In that case you need to include those dependent component in your solution as well). So you can simply include only partial components in your solution. you can check this post for more details: www.inogic.com/.../solution-patching-in-microsoft-dynamics-crm-2016

    Hope it will help.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans