Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

Creating and Migrating a Dynamics CRM Database and Dynamics CRM 101 in General

Posted on by 20

I am brand new to Dynamics CRM. So any background information, YouTubes, etc. that someone could provide to educate myself and bring me up to speed would be greatly appreciated.

I have been assigned a task to create a QA Dynamics CRM Database. A Dynamics CRM Database already exists in our UAT and Production Environments...but not in our QA Environment. I guess we just never had the need until now.

I know that Dynamics CRM is pretty "dynamic" no pun intended...Is this as simple as creating the Dynamics CRM Database on our QA Azure Server and then getting the help of our Network Engineer who is somewhat familiar with Dynamics CRM to "export" and/or "extract" from our upper environment to our QA Environment? I am being told that the UI has additional fields that are being defined for the QA Environment. Kind of begs the question that if the UI has additional data fields being defined, how is it possible to store them and see them if there is no known QA Dynamics CRM Database capitated to the UI. Or maybe that's the point.

I am definitely more of a BI guy than a DBA guy...but I think they're kind of steering me in that direction.

Any help that anyone could provide me for getting this done would be GREATLY appreciated.

Thanks for your review and am hopeful for a reply.

Thanks!

P.S. Is this Forum available in normal MSDN Forums or is the Microsoft Dynamics CRM Forum specific to this 365 Community?

  • Suggested answer
    Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at
    RE: Creating and Migrating a Dynamics CRM Database and Dynamics CRM 101 in General

    I take it you want to create a new Dynamics CRM installation on your QA environment and import the PROD or UAT CRM database in QA? If that's the case, then yes, once you installed the Dynamics CRM Server, then you need to export a DB copy from PROD/UAT and import it to QA and then import the CRM Organization in the Dynamics Deployment Manager on QA.

    I am being told that the UI has additional fields that are being defined for the QA Environment. Kind of begs the question that if the UI has additional data fields being defined, how is it possible to store them and see them if there is no known QA Dynamics CRM Database capitated to the UI. Or maybe that's the point.

    I think that is the point. Probably the desire is to have a dedicated QA Environment with its dedicated CRM DB, where new fields can be defined, specific for that environment, without interfering with PROD or UAT

    Hope this helps,

    Radu

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans