Dynamics 365 Portal Deployment

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Posted on by Community Member

Hi,

I am starting with a Dynamics 365 Portal project and needless to say that its my first Project with the Technology.

While looking at the solution end to end I am not able to find any proper documentation for Dev Ops process which we can follow for this.

I understand the components which team will be working on will be configurations within CRM but I am confused with following.

1. How to get multiple developers to work on the project i.e. how can they work on their individual instances and merge the changes at end of the day.

2. How to manage changes in a source control (as most of it is really configuration data within CRM)

3. How to package and export a solution so that I can deploy/move it from Development to Test (SIT/UAT) and then Production environment.

4. Once we have moved the solution to production environment, how to manage defects and change requests so that I can package the solution with changes and move from Dev to Test and then to Prod environment (I have seen developers manually doing the configurations which I find a bit strange).

Any answers to above queries or pointers to the resources are really appreciated.

Thanks in Advance.

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Community Member on at

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RE: Dynamics 365 Portal Deployment

We are trying to use the tool to migrate some records from our development environment to our test, but we are getting organization id and website id dependencies. So we change the id's in the schema file to match the one's in our test but the records still don't move over.

here is an example of the log error:

ImportEntity - Result: True - Entity: adx_webtemplate - Adding adx_webtemplate to the reprocess List as field organizationid with value 2c1ebc08-acea-4ac9-8651-3e77195ececd - LookupEntity organization and Record Id 114e8a00-b0bf-e511-9435-00155d038104 (orga43c48e6) - (action:Update) failed validation for reason code: LookupRecordNotAvailable

and another:

PM ImportEntity - Result: True - Entity: adx_webpage - Adding adx_webpage to the reprocess List as field owningbusinessunit with value 2088eab1-c80f-e511-80d2-3863bb3ce2c8 - LookupEntity businessunit and Record Id 6cb212ab-d108-4f60-a43f-25414d668745 () - (action:Skip) failed validation for reason code: LookupRecordNotAvailable

Any suggestions or things we might be doing wrong?

Thanks,

Jeremy

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Tino Rabe 652 on at

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RE: Dynamics 365 Portal Deployment

[quote user="Scott Durow (MVP)"]

... and then export the solution and data form there. You can use the components in the XRM CI framework - github.com/.../xrm-ci-framework

[/quote]

Hi Scott,

thanks for sharing your experience on this.
Do I understand correctly that the XRM CI Framework is also capable of exporting data? For schema this is clear, but I cannot find any info about exporting/importing data.

Could you maybe point at some further info, if applicable?

Thank you.

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Pooja Bhagwat 45 on at

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RE: Dynamics 365 Portal Deployment

Hi Scot,

we tried configuration migration tool to transfer Portal data but some web file attachments like .CSS and .SVG images are not getting transferred. also after transfer of data , we are not able to see the Entity forms and web forms getting loaded on portal even though required entity permissions are transferred.

Can you please help us with this.

thanks

Pooja

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Community Member on at

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RE: Dynamics 365 Portal Deployment

Hi Scott,

Thanks a lot for your response.

I used Configuration Migration tool for migrating the data from Dev to Test instance and it worked.

Only problem is the Patching and redeployment.

Its fine for now as I can refresh complete portal config data in the Test environment but I am perceiving that this approach has limitation for post go live maintenance and support.

Post go live when we are doing multiple changes at once and we will have to say deploy defect fixes and new changes there is no way for selective deployment.

Thanks.

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ScottDurow 21 on at

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RE: Dynamics 365 Portal Deployment

Hi,

DevOps with Dynamics 365 Portals is very tricky due to the combination of solution metadata and data. I tend to have a single master development server that is used to integrate all the changes from each developer into, and then export the solution and data form there. You can use the components in the XRM CI framework - github.com/.../xrm-ci-framework

As far as packaging the data - the Configuraiton Migration tool is the easiest way to do this - it can be found int he SDK -

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

and survivingcrm.com/.../configuration-migration-tool-working-smarter-metadata-entities

Hope this helps!

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