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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Is there a way to have...
Customer experience | Sales, Customer Insights,...
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Is there a way to have a test environment of D365 Marketing?

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Posted on by EM-13090834-0 9
Our client uses D365 Marketing on a daily basis, and they have asked for our assistance with the transition. We want to avoid interrupting their work or causing any disruptions. Therefore, I was wondering if it’s possible to have a test environment for D365 Marketing. Has anyone gone through this type of transformation before, and if so, did you perform it directly on the production environment?
  • EM-13090834-0 Profile Picture
    EM-13090834-0 9 on at
    Is there a way to have a test environment of D365 Marketing?

    reating a sandbox environment in Dynamics 365 Marketing is a great way to test changes without affecting your production environment. Here are the steps to set up a sandbox environment:

     

    1.  

      Access the Admin Center:

       

    2.  

      Create a New Environment:

       

      • In the left-hand menu, select Environments.

      • Click on + New to create a new environment.

      • Fill in the required details, such as the name and region for your new environment.

      • Under Type, select Sandbox.

      •  

    3.  

      Add a Database:

       

      • Ensure that the option to create a database for this environment is set to Yes.

      • In the Add database step, set Enable Dynamics 365 apps to Yes.

      •  

    4.  

      Configure the Environment:

       

      • After the environment is created, you can configure it further by adding users, setting up security roles, and importing data as needed.

      •  

    5.  

      Testing and Validation:

       

      • Use this sandbox environment to test new features, customizations, and integrations without impacting your live data.

      •  

    For more detailed instructions, you can refer to the Microsoft Learn article on managing sandbox environments1.

     

     


     

     
  • Suggested answer
    EM-13090834-0 Profile Picture
    EM-13090834-0 9 on at
    Is there a way to have a test environment of D365 Marketing?
  • Suggested answer
    PaulineKolde Profile Picture
    PaulineKolde 705 Super User 2025 Season 1 on at
    Is there a way to have a test environment of D365 Marketing?
    Hi, 
     
     
    There you can test the transition. Especially when you want to train or test processes with your users, i suggest using a test or trial environment. 
     
    Hope this helps!

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