RE: How to push Sandbox to Live
Hi Cynthia,
The recommended Release Management process is to create a solution package with all customisations, export from Sandbox and import to Production. This process only deploys the customisations such as new enities, fields, views, forms, plugins, workflows etc. This will not migrate any data such as contacts, accounts.
To migrate data from Sandbox to Production you can use one of many tools or use OOTB Data Import tool. Some of the tools are;
Kingswaysoft SSIS - www.kingswaysoft.com/.../ssis-integration-toolkit-for-microsoft-dynamics-crm
Configuration Migration Tool - technet.microsoft.com/.../dn647421.aspx
What you are trying to do is convert your Sandbox instance to a Production instance, not push customisations and data from Sandbox to your Live CRM instance. I don't believe this is what you are trying to achieve. Let me explain.
Let's say you have licences for 1 x Sandbox instance and 2 x Production instances. Currently, you are using 1 x Sandbox instance and 1 x Production instance. Since you have an additional Production instance licence, you can convert your Sandbox instance to a Production instance. After this process, you'll have 2 x Production instances and 0 x Sandbox instances. The "LIVE CRM" instance is unchanged.
You can navigate to the Dynamics 365 Administration Center via Office 365 Admin Portal or directly via below link.
port.crm6.dynamics.com/.../InstancePicker.aspx
Please note: you'll have to change crm6 with the number relevant to your data center. Here's the full list of data centers and the crm number associated to it.
North America – crm
South America – crm2
Canada – crm3
EMEA – crm4
APAC – crm5
Australia – crm6
Japan – crm7
India – crm8
North America 2-for Government – crm9
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