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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Best Practices for Reg...
Customer experience | Sales, Customer Insights,...
Suggested answer

Best Practices for Regularly Refreshing Sandbox Environment from Production

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Posted on by Nikki03 10

I'm trying to find the best way to implement a regular refresh of our sandbox environment with production data to better test features. We use Dynamics 365 Sales Enterprise. Our current sandbox environment is outdated so finding a solution to update the environment with accurate data would be ideal for more accurate testing. I'm aware we have the ability to do a full copy of our production environment to a sandbox environment. However a concern is that by doing so, we go over storage capacity due to how large the production database is. In addition, to do this regularly would result in going over the allotted capacity each time.

I'd love to get some input from other developer teams that have implemented a regular refresh process. How are others refreshing their sandbox environments? Are there external tools that help achieve this?

Thank you.

  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar on at
    RE: Best Practices for Regularly Refreshing Sandbox Environment from Production

    Hey Nikki.

    There are a few other considerations.

    a) If your production environment has a high consumption on Auditing, you can trigger a copy without the auditing part.

    b) there's also another possibility:  A minimal Copy.  This will copy only solutions, Customizations & Schemas. No relevant data (but will keep system tables).

    c) There is also a Microsoft Package that contains sample data.

    I think the best approach when Production is too big is a combination of previous points, specially B and C.  You can even go further and create a "sample data" (set of excels with dummy data) that you will import for example on custom tables, so right after a minimal copy, you trigger this and then you have a "reduced" test environment.

    Regards,

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Best Practices for Regularly Refreshing Sandbox Environment from Production

    Hi,

    You can copy your production environment to sandbox environment.

    Please refer to the steps in the following link.

    Quick Tip: Copy Production to Sandbox Environment with Power Platform | Stoneridge Software

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