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Microsoft Dynamics CRM (Archived)

Making the changes from Dev server to Production server

Posted on by 1,017

Hello team,

I am having 2 CRM servers Dev and Production. I have created some plugins, for,s and workflows in Dev Servers. Now I would like to move them to production.

I am not clear that should Import the solution or export the .bak file into the Sql.

And also any help or guidance when to use .bak file and when to use the crm solutions is highly appreciated.

Thanks

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  • Verified answer
    Colin V Profile Picture
    Colin V on at
    RE: Making the changes from Dev server to Production server

    Hi James, you will want to look into the solution import/export process as using SQL restore will completely overwrite your production database with everything that is in dev, including data.

    Use solutions for customizations - technet.microsoft.com/.../dn531198.aspx

    The short is that CRM solutions allow you to add CRM components to a package and then export that to a ZIP and in turn import it to another environment.  This could be schema (entities and relationships), security roles, reports, workflows, and plugins (there is more too but to keep this short).   Solutions though will not bring across data.  This allows you to develop and test your solutions in one environment and then move them to another without impacting the existing data.

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