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update data on when doing Prod to UAT refresh

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Posted on by jeffgreenrc

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Hi all,

I would like to know if there is way to automate the update of data when doing Prod to UAT database refresh.

For e.g. when we moved data from Prod to UAT, the electronic email address and others tables get empty.

In the same manner, can we define with our own logic to clean some custom tables?

We have lots of integrations, we would like to empty the Production settings (urls and etc) when doing UAT refresh.

Pls let me know what approaches we can take other then manually running sql script.

Thank you

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Adis 6,069 Super User 2025 Season 2 on at

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Hi,

We have a similar issue with the printing setup, although its a minor one that we are doing manually as we dont copy PROD to Sandbox very often.

The way I would do it is with Power Automate (PA). We automated already some tasks with PA, f.e. all users are deactivated after a copy, so we check for active users in PROD and set them to enabled in the sandbox. Also some batch jobs are being activated by PA as they are deactived after the copy.

The "only" thing that you propably will struggle with is the missing entities, especially if you wanna address custom tables. So, if you cant find a proper entity\field in PA its because it doesnt exist or a table\field is missing in the entity. Then you need to extend the entity or create a new one, however, for a developer it shouldnt be much of a work.

Kind regards, Adis

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Nisarg Jani 529 on at

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Hi,

To remove the Production settings for custom tables you can create runnable class to remove such tables data, It can run(https://abc.cloud.onebox.dynamics.com/?cmp=abc&mi=action:ClassName) after the UAT(Sandbox) database refresh.

Regards,

Nisarg Jani

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Raj Borad 1,428 on at

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Hi,

It depends on how often the data refresh activity is performed and how much data needs to be removed from the UAT after data refresh.
Nisarg's suggestion related to the class which deleted unwanted data from UAT is applicable if the number of data refreshes is more in a short period, and unwanted data must be removed from the UAT instance.

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André Arnaud de Cal... 301,194 Super User 2025 Season 2 on at

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Hi Jeff,

In case your environments are linked with a Power Platform environment, you can use environment variables and use X++ logic to retrieve or set them.

This is possible in the latest versions of Dynamics 365 F&O.

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