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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Move D365 Marketing fr...
Customer experience | Sales, Customer Insights,...
Answered

Move D365 Marketing from TEST to PROD

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Posted on by Newmayer2384 2

Hi!

We currently have the D365 Marketing APP running on a TEST-Environment, and now we want to move it to PROD. However, since we only got 1 license, as stated in the documentations, we need to uninstall the current marketing app (free the license) and re-install it on PROD, right?

I read the documentations but I am not quit sure how to start, could you let me now if it is the right approach?

  1. Update D365 Marketing
  2. Reset the TEST-Portal to free the license (for D365 Marketing Events)
  3. Create on-demand backup of the TEST-Environment
  4. Uninstall D365 Marketing on TEST and re-install it with the D365 Marketing Wizard on PROD
  5. Restore previously created Backup?

Thanks for your help!

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    Nya 29,064 on at

    Hi,

    May I know which type do you mean by TEST-Environment?

    Here are all the types of environment listed.

    Types of environments

    If your environment is a trial one, it cannot be converted into a production one. 

    Reference: Can I convert the trial to a paid license?

    If it is another type, please refer to the following documentation:

    Manage marketing environments (Dynamics 365 Marketing) | Microsoft Docs

  • Newmayer2384 Profile Picture
    Newmayer2384 2 on at

    It is a sandbox environment. I will have to uninstall Marketing (we only have 1 license) and restore a Backup on Production Right ?

  • Suggested answer
    Nya Profile Picture
    Nya 29,064 on at

    Hi,

    Please kindly note that copying to a production environment isn't supported.

    pastedimage1629786233858v1.png

    However, you can easily switch any environment from sandbox to production, or production to sandbox, at any time. 

    pastedimage1629786386375v2.png

    If you'd just like to convert the sandbox environment to a production one,  please refer to the steps in the following documentation:

    Change environment type - Power Platform | Microsoft Docs

  • Newmayer2384 Profile Picture
    Newmayer2384 2 on at

    Thanks for the answer - yes I am aware of it. Just wanted to know of the Procedure is Right with the uninstall/restore backup path!

  • Suggested answer
    Nya Profile Picture
    Nya 29,064 on at

    Hi,

    If you encounter a license limit during the backup process, you will need to uninstall first and reset any Power Apps portals connected to the uninstalled Marketing app to free up the licenses.

  • Newmayer2384 Profile Picture
    Newmayer2384 2 on at

    Hi yes that is the case. One question: With the created backup of the current marketing environment, all the solutions etc will be transferred to the converted sandbox environment right?

  • Suggested answer
    Nya Profile Picture
    Nya 29,064 on at

    Hi,

    The backup only contains all organizational data, solutions, apps, and customizations will be present, but no interaction data, insights, or previously uploaded files will be available on the restored system.

    If you'd like to backup the interactions data, please refer to:

    Prepare for analytic reporting with Power BI (Dynamics 365 Marketing) | Microsoft Docs

    The documentation also states the definition of the Profile data and Interaction data.

  • Verified answer
    Nya Profile Picture
    Nya 29,064 on at

    Hi,

    I'd like to confirm if the issues have been solved.

    If there is any further doubt, please do not hesitate to let me know.

  • Newmayer2384 Profile Picture
    Newmayer2384 2 on at

    Nya I got another question.

    Since the way of creating a backup of the whole environment and restoring is not an option for us and not recommended by our developers, we will go the following path:

    1. We purchase another Marketing License (Sandbox)

    2. Move the current one to Production (Uninstall/Reinstall)

    3.Import the necessary solutions to the PROD-Environment

    4.Install the new sandbox license to our dev/test environment

    So basically, nonetheless we need to uninstall Marketing and re-install it. We hope that with the imported solutions it will work as assumed. Since we already have a portal on the PROD-Environment we just need to link it with Marketing right in order to automatically host Events etc.. right?

  • Nya Profile Picture
    Nya 29,064 on at

    Hi,

    Would you please tell me that if you're unable to convert your Sandbox environment to a Production environment because you already have a Production environment?

    Backing up important content from the Production environment to Sandbox and then converting Sandbox may also be an alternative.

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