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Microsoft Dynamics CRM (Archived)

How to best create a test database

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What are the best steps to create a test version of the CRM database? Does something have to change in any "settings" tables to ensure the front-end web application is not confused?

Thanks

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  • Rod C Profile Picture
    Rod C on at
    RE: How to best create a test database

    Thanks to both of you for your responses. Do you know of any recommended online videos (for example, you tube) that show an example of this process

  • Verified answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: How to best create a test database

    In addition to Alex's response above, If you are using IFD, your organization names will be different.

    One thing that we do not to confuse users, is create a different logo for Dev/Test/Stage/Production and store that in a different theme. That way users also see TEST/STAGE written out when they are non in the production environment.

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: How to best create a test database

    Hi,

     you can create multiple organizations per CRM server - each organization will have its own database:

    technet.microsoft.com/.../dn920256.aspx

     If you wanted to use a copy of the existing database, you can restore your current organization database to a new database, and, then, import it to CRM(using deployment manager)

     In both cases, you'll have a different organization on a new URL (server/org_name)

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