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Microsoft Dynamics CRM (Archived)

Dynamics 365 online, copying data from test to dev

Posted on by 1,017

Hi,

We are using Dynamics 365 online. I would like to copy the data from test.

Any help or guidance for step by step process is highly appreciated.

Thanks

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics 365 online, copying data from test to dev

    Hi Mostafa, is there a way that I can create a sandbox and just have the data imported from the initial environment.  Not the settings/config?

  • Verified answer
    M I Mostafa Profile Picture
    M I Mostafa 4,257 on at
    RE: Dynamics 365 online, copying data from test to dev

    Hi,

    In office 365 Portal (), login as administrator, click to open the Office 365 "Admin" then click to open the Dynamics 365 Admin Centre.

    Once you are there, you can copy a whole instance to another instance as shown in the following screenshot:

    7282.Capture.PNG

    Please note that this will copy everything not just the data. So you will copy the configuration, solutions, etc.

    If you found my response helpful, please mark "yes" to confirm it helped you.

  • Verified answer
    M.T. Eikelenboom Profile Picture
    M.T. Eikelenboom 5,241 on at
    RE: Dynamics 365 online, copying data from test to dev

    You could have a look at the configuration migration tool. It's not meant to do complete migrations, but might be suitable to go from dev to test or vice versa. Here's a link to the MSDN documentation: https://technet.microsoft.com/en-us/library/dn647421.aspx. The tool is part of the SDK and is very useful.  

    Otherwise you could setup Microsoft Flow as a basic free solution. And if you have more complex requirements, you need to look into tools like Scribe or SSIS.

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