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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to clone CRM?
Microsoft Dynamics CRM (Archived)

How to clone CRM?

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Posted on by Pawel P 70

Hello

I have one instance of Dynamics CRM on premise (sql server, sharepoint, application and my own modyfications), lets call it "production". I need to create second instance, lets call it "test".  I need all data from production to be on test server. The test should be a production clone. I created same servers, installed same version of sql and CRM application, and sharepoint. Now I need to move the data from production to test.

Should I:

1. Make a backup by sql management studio (crm and sharepoint databases) and import it on test?

2. Import organization by deployment manager (on this way I dont need to create new organization?).

3. Import solution.

4. Install plugins and my modifications.

Do I need to make some modifications on sharepoint or deployment manager? How can I change sharepoint and crm http addres?

Is this way good to solve my problem? Or you have better solutions to do it?

Regards

*This post is locked for comments

  • Verified answer
    JohnAnonymous Profile Picture
    JohnAnonymous 5,241 on at
    RE: How to clone CRM?

    If you want to have an exact copy and if you want to keep the url's the same, to only option is to recreate your environment, including a domain controller in a seperate network.

    For both CRM and SharePoint, I would install the software and only restore the CRM organisation database and the SharePoint content database. However for the last one, that only would suffice if you don't use metadata, user profiles, search etc in the integration with CRM.

    No matter what option you choose it is a serious investment in time to get it up and running.

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: How to clone CRM?

    Hi,

    You can simply take organization backup from production server and restore that db to second environment. After that you can import organization using this db, all of your customization, plugins any custom solutions will be there automatically.

    For SharePoint you can refer: technet.microsoft.com/.../ee662536.aspx

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