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Finance | Project Operations, Human Resources, ...
Answered

How to deploy HR sandbox to production environment?

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We have data and configuration set up in a HR sandbox ready for go-live. After deploying a production instance, the data/config has not been transferred. From this: https://docs.microsoft.com/en-us/dynamics365/human-resources/hr-admin-go-live-prepare it seems the process is to use the data mangement in sandbox to export, then import to production.

pastedimage1612375811899v1.png

(from FAQ)

Is that correct, or there is another (better) way?

  • Parag Chapre Profile Picture
    12,254 Most Valuable Professional on at

    Hi Simon,

    My advice is to contact Microsoft support for this.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    307,786 Super User 2026 Season 2 on at

    Hi Simon,

    The best practice would be using the production environment as golden configuration environment; not the sandbox. Then before the go-live, you can first perform a database refresh from production to UAT for testing.

    When this is all OK, you can go live. The data package import in production is intended to import data which was not part of the configuration. E.g. employees or open leave balances.

    The best practice to use the production as golden config was also mentioned in the documentation you shared yourself. Now you have to check if there are data entities available to move all configuration from your sandbox to production, manually configure the production environment or a hybrid approach. I would recommend to do another UAT test again like outlined in the documentation to ensure the production is setup correctly.

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