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Export Dynamics CRM as a different organization but without entities data

Posted on by 5

We have Dynamics CRM installed for one organization. We want to use the same customized CRM but for a different organization. Therefore, data related to entities migrated from the source organization to the destination organization is not relevant and is to be removed. However, customization should remain the same in 2 different organizations.

Please confirm how we can achieve this. 

Thank you.

  • Suggested answer
    Soumen S Profile Picture
    Soumen S on at
    RE: Export Dynamics CRM as a different organization but without entities data

    Hi,

    If you are using a online CRM then go for minimal copy. If you are using on-premise setup you can create a DB backup without data (use DB backup using script option).

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Export Dynamics CRM as a different organization but without entities data

    Have you looked at this?  You can do a minimal copy of just customization/schema, without data.

    docs.microsoft.com/.../copy-environment

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