Best practice for migrating configuration and masters data from UAT to high velocity Production Env

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Posted on by MYGz

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Hello community,

I wanted to know the best practice for migrating configuration and masters data from UAT to high velocity Production Env.

Scenario:

Customer A has 5 Legal entities, now he wants to create 6th Legal Entity consisting of all lot of masters and configuration data, after it has been created and tested on UAT, it needs to be moved to Production. But Production is a high velocity env, the delta of transaction is high between time to backup and restore to UAT and doing all the changes on UAT and then restoring on Production.

Right now it seems, after UAT is passed, masters and config files should be exported via data entities and then imported to Production via same method so as to have minimal manual errors.

Appreciate any tips.

Thanks and Regards,

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Ludwig Reinhard Microsoft Employee on at

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Hello MYGz,

The 'common' way of migrating the data is what you described.
[quote user="MYGz"]after UAT is passed, masters and config files should be exported via data entities and then imported to Production via same method so as to have minimal manual errors.[/quote]
Do you see any problems / risks doing that migration or do you have any other concerns?

Best regards,

Ludwig

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André Arnaud de Cal... 303,669 Super User 2026 Season 1 on at

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Hi MYGz,

Like you and Ludwig mentioned, you can use data management to move the data. I would suggest to create an additional environment with a backup from the production database where you can test the migration. I'm not sure what exactly you configured, but you can easily forget to move some data. Also, it might be the case that not for all tables there are data entities or due to customizations you might miss fields in OOB data entities. So, using another environment, you can test the go-live for this 6th legal entity.

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Harshal Nayak Microsoft Employee on at

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Hello MYGz,

you can refer this doc https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/database/dbmovement-scenario-goldenconfig#perform-master-data-migration

which mentions the below and I agree to the current method you are using.

Perform master data migration by using https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/develop-entity-for-data-migration

Regards,

Harshal

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