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Microsoft Dynamics CRM (Archived)

Migration From Sandbox To Production

Posted on by Microsoft Employee

I am having production and sandbox environment i am currently working on workflows in sandbox environment (Eg:Assume that  ABC workflow for contact entity  that work flow also present in production environment it was background workflow contain n number of process pending for later execution. If i make any changes in that workflow on sandbox environment and i need to migrate that Updated ABC workflow in production environment while migrating the ABC workflow i don't need to loss all the process that has been running already in ABC workflow on production environment how to migrate that workflow without data loss). how it is possible how can i achieve that please guide me. Am not having enough knowledge on that.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Migration From Sandbox To Production

    Thanks it worked fine .

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Migration From Sandbox To Production

    You will have to create a new solution. Go to settings-->Solutions, create new solution, add components you want to migrate from sandbox to production. Export the solution (managed or un-managed as per your need) and then import it to production.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Migration From Sandbox To Production

    Hi Vikas Saxena  i am OK with your answer but i don't know the procedure to migrate from sandbox to production . I am able to see the production to sandbox copy option but not able to find sandbox to production option it not showing in admin section can you please explain about that procedure.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Migration From Sandbox To Production

    CRM workflows use state persistence. That means any job which has started, it keeps a snapshot of that time and will not be affected by the new changes you are making to the workflow. So you can go ahead and shift the workflow.

  • Verified answer
    David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Migration From Sandbox To Production

    When you update a workflow (either by editing directly, or importing it via a solution), CRM will keep the previous workflow definition, and create a new workflow definition. Any running instances of the workflow will continue to run using the previous workflow definition, whereas any new workflow instances will use the new workflow definition

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