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We have a v9 D365 and a single portal instance, Can I migrate the Production Portal (using XRM Tools) to a Development instance without impacting the live portal?
Thanks
Hi,
First you need to buy new portal license and then you can setup portal on your development environment after that you can move your contents/changes using xrmtoolbox or can use configuration tool.
Some reference posts are https://readyxrm.blog/2018/07/07/move-dynamics-365-portal-configuration-data-using-the-xrmtoolbox/
https://meganvwalker.com/moving-microsoft-dynamics-portals-between-environments/
I hope you have the necessary license for an additional portal. (D365 license comes with one portal only. Any additional portal shall be licensed seperately).
Once you set up the portal, please follow the steps mentioned in the following link:
meganvwalker.com/.../
readyxrm.blog/.../
Please find the full details from the documentation.
docs.microsoft.com/.../purchase-setup
docs.microsoft.com/.../powerapps-flow-licensing-faq
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