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Service | Customer Service, Contact Center, Fie...
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D365 Customer Portal Development

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Posted on by 70

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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  • LeoAlt Profile Picture
    16,331 Moderator on at

    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

  • Suggested answer
    CRMJetty Profile Picture
    3,512 on at

    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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