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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Switch between environ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Switch between environments (sandbox and prod) within Dynamics 365 App for Outlook

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Posted on by cjanow3 4

All users have Dynamics 365 App for Outlook connected successfully to prod instance.  Both environments are under the same tenant.  I am wondering if I can change the environment for a couple users so we can test a feature while keeping the prod environment for most others, then change back again at a later time.

Thank you!

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Hi,

    Yes, you can.

    juniorcrmblog.blogspot.com/

    www.youtube.com/.../videos

    Thanks,

    Arshad

  • cjanow3 Profile Picture
    cjanow3 4 on at

    Hi Arshad,

    I followed the links but cannot find a video or blog post regarding my question.  Am I missing something?

  • Suggested answer
    Joergen Profile Picture
    Joergen 455 on at

    Hi cjanow3,

    I would strongly recommend using dedicated test users and test mail boxes, where the exchange is always connected to the test environment and all prod users remain connected to the prod environment. I assume that you do not want to track your prod emails, tasks or contacts to a test environment.

    If this answer has been helpful for you, please mark as verified.

    Best regards,

    Joergen

  • fshaikh Profile Picture
    fshaikh 220 on at
    Hi cjanow3, 
     
    Were you able to get a solution for this issue? I am kind of in the same boat. 
  • avsiliiev Profile Picture
    avsiliiev 4 on at
    Your query is quite relevant for many working with Dynamics 365. For such changes, it's best to consult a dynamics crm expert. They can assist you in configuring the environment for specific users without risking the production environment. CRM experts have the knowledge and experience to manage different environments smoothly and can offer best practices for testing new features. This allows you to safely test new capabilities while minimizing risk to the main operational environment.

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