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D365 Customer Portal Development

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Posted on by Jeffrey O

While D365 provides both production instance as well as sandbox instance, CRM portal does not. So how do you develop in a DEV instance of portal while not affecting production?

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CRMJetty 3,512 on at

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Hello,

you can change the Dynamics 365 instance to which the Portal Add-In is connected via the Portal Add-In.

you can also refer this article:

https://readyxrm.blog/2018/09/09/dynamics-365-portals-switching-portal-between-instances/

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

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LeoAlt 16,331 Moderator on at

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Hi partner,

Normally, one environment contains production and sandbox instances, but only has one portal, so if you want different portal environments, you need have multiple environments.

And between different environments, you could use "Data migration" to sync data.

You could also refer to this thread.

community.dynamics.com/.../638363

Best Regards,

Leo

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