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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Re-install Marketing t...
Customer experience | Sales, Customer Insights,...
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Re-install Marketing to point to a new portal

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Posted on by pdr469 183

I have a client who had originally installed a production Portal into DEV and it was never released from DEV to point to PROD once they went live. Here is what I think needs to happen but I want to make sure that re-installing Marketing to point to the Portal in PROD will not erase any data:

1. Remove the Portal from DEV to release the license

2. Re-install Marketing in PROD and choose to Use Dynamics Portals and use the Portal that was released in step 1

Is this the correct approach? And if so, is there any risk of data loss?

I have the same question (0)
  • Ann DSouza. Profile Picture
    Ann DSouza. 35 on at

    Hello pdr469 ,

    If you want to use the same portal url as DEV you need to reset the portal from Portal admin Centre to release the url.

    If PROD already has marketing, you can set up the portal for the environment using the released portal url.

    If its an event portal, you will have to create it from the Set up Wizard page.

    learn.microsoft.com/.../portal-optional

    learn.microsoft.com/.../reset-portal

    If this answer is helpful, please mark it as verified

  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at

    Hi pdr469,

    Do you mean to migrate the portal from the development environment to the production environment?

    You may need to use the Power Platform CLI or the configuration migration tool to transfer portal metadata from the source environment:

    https://learn.microsoft.com/en-us/power-apps/maker/portals/admin/migrate-portal-configuration?tabs=CLI

  • pdr469 Profile Picture
    pdr469 183 on at

    Right. This the approach I was going to suggest but given it’s a production environment and this involves a reinstall, can you confirm it will not involve data loss?

  • Suggested answer
    pdr469 Profile Picture
    pdr469 183 on at

    I ended up finding the answer to this. The answer is there is no data loss outside of the actual portal reset. The portal is reset and then you have to re-publish any pages you had previously created.

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