cloning a test to prod

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Posted on by Rob M

We had a vendor set upa test/dev environment in CRM 2016 they then "cloned" this to a production version

I am not sure what cloned means they have different Organizations crmrecruit and crmrecruit but that have the exact same bussiness unit crmrecruittest. Now when we add a user in eiterthey magically show up in the other which is not what we want for prod and test. Any idea how to stop this from happening?

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Nadeeja Bomiriya 6,804 on at

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Hi Rob,

When you have more than one CRM Instance, it is recommended you create a security groups (i.e. PROD GROUP, TEST GROUP) in Office 365 and assign the relevant security group to each CRM instance. Then you can add only the required users each security group.

In Office 365 Admin Portal - Create Security Group

In Dynamics 365 Administration Center

Hope this helps.

Cheers,

Nadeeja

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Rob M 40 on at

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I am using CRM 2016 on premise non of that look familiar to me ...how would that stop the replication I speak of

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Wayne Walton 13,730 on at

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Sounds like they might be doing literal SQL database replication. They need to make separate databases that are not linked.

If they want, they can do a simple copy from one to the other once. After that, all users added, and their permissions, etc. will be in both places if they keep copying them over, or backing one up to the other.

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Alagunellaikumar 6,212 on at

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Hi

Check your vendor is there any sql replication was done for cloning. If it is then tell them to remove it.

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Nadeeja Bomiriya 6,804 on at

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Hi Rob,

My instructions were for CRM Online. There's specific feature called "Clone" in CRM Online.

Usually, when I setup On-Premises infrastructure for DEV, TEST, UAT and PROD, I usually setup the base infrastructure first and import and configure the all solutions and document the steps to make sure the deployment process is repeatable and documentation is accurate. Every change goes through to PROD as a solution and only after validated in DEV, TEST, UAT with proper release management.

You may need to go back your vendor and get more information on how they setup the cloned environment to figure out what the issue is.

Cheers,

Nadeeja

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