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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Moving customizations ...
Microsoft Dynamics CRM (Archived)

Moving customizations made in the Sandbox to a Live CRM Instance

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Posted on by Community Member Microsoft Employee

Hello,

I understand the theory of best practice to use the Sandbox to play with creating custom features in CRM. I have successfully copied a full version of the Production Instance to the Sandbox, so all the custom entities, workflows, and data match.

However, I cannot seem to find any information about how to successfully push features created in the Sandbox to Production. Where do I find best practices on this? Do I need to create a new solution in the Sandbox when I want to build an additional feature and then import that solution to production? Please send some clear instructions on how to make these updates.

Thanks!!

Categories:
Customization
Development / Customization / SDK
  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Moving customizations made in the Sandbox to a Live CRM Instance

    Yes, you are right, it is better to create a solution in sandbox environment first, them export this solution and import to the Production, below URL for your information:

    msdn.microsoft.com/.../gg334495.aspx

    Or the following method you may try:

    dynamicscrmcoe.com/switch-instance-type-crm-online-sandbox-production

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Moving customizations made in the Sandbox to a Live CRM Instance

    Hi Amirea,

    When you make changes in Dynamics, they should be deployed from your dev/test to production environment by deploying solutions and patches.

    Take a look at the following kb article that explains your options, as there are different possibilities:

    msdn.microsoft.com/.../mt593040.aspx;MSPPError=-2147217396

    Technically you could deploy only your latest changes or deploy your entire solution which will update all the changes with the latest. There are benefits to each.

    Also, when making changes, you should consider whether to use solutions or patches.

    Hope this helps.

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