web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Season of Giving Solutions is Here!
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM 365 taking the bac...
Microsoft Dynamics CRM (Archived)

CRM 365 taking the backup of the production and restore on test instance.

(0) ShareShare
ReportReport
Posted on by EmployeeOcta 6

Hello All Experts,

What will it cause if i want to take full backup of prod to the test instance.

one point i know that this will impact previous data to be removed from test instance.

anything else will happen to this?

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hello ,

    Please have a look below MSDN reference .

    docs.microsoft.com/.../switch-instance

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,477 on at

    You'll be replacing the test instance, so anything you have there will be gone.. Might not be an issue, although, sometimes you may have configuration data which has to be different between two instances. Or you may have some third-party solutions which are using instance name for licensing. That's the kind of things that may get broken.

  • Johnny Gong Profile Picture
    Johnny Gong 6,482 Moderator on at

    Hi,

    You could copy the prod instance to a Sandbox instance. After the copy operation , the target instance will be deleted and replaced with a copy of the data and customizations from the source instance. You won’t be able to recover any deleted data.

    In addition , to ensure the newly created copy (target) instance does not impact your production instance, once the copy operation is complete, two things happen:

    1. The newly created copy instance is placed in administration mode. Only those with Dynamics 365 System Administrator or System Customizer security roles can sign in and manage the copy instance. Regular Dynamics 365 users cannot sign in and use the copy instance.

    2. Background operations are disabled in the copy instance. Disabled operations include workflows and synchronization with Microsoft Exchange.

    You should also review the status of application components in the copy instance with external connections such as Yammer, email, plug-ins, custom workflow activities, etc. Review these and consider what action to take.

    More details could be referred to the following D365 official Instance copy article:

    docs.microsoft.com/.../copy-instance

    Hope it helps.

    Regards,

    Johnny

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

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Shidin Haridas Profile Picture

Shidin Haridas 2

#2
Abdullah13 Profile Picture

Abdullah13 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans