How to Copy from Production to Sandbox in Microsoft Dynamics 365 for Sales CRM

by | Microsoft Dynamics 365

How to Copy from Production to Sandbox in Microsoft Dynamics 365 for Sales CRM

by | Jan 11, 2018 | Microsoft Dynamics 365

Follow these 8 simple steps

This week for Tech Thursday, I will explain how to copy from a production instance to a sandbox instance.

You can copy from production to sandbox from the Dynamics 365 Administration Center. See below for video and instructions:

NOTE: You will need global administrator credentials to copy from production to sandbox.

1.) Go to the Office 365 admin center and sign in.

2.) Choose Admin > Dynamics 365.

You should see a list of your Dynamics 365 instances. If you do not, click the Instances tab.

3.) Highlight the instance you want to copy from. This will be your Source Instance.

4.) Click the Copy button.

5.) Next, select the instance you want to copy to using the Target Instance dropdown menu.

NOTE: The target instance must be a Sandbox or Preview instance; Production instances cannot be selected.

There are two types of copy methods: full copy and minimal copy. Full copy will copy customizations and data. Minimal copy will only copy customizations.

WARNING: In both cases, the copied data will overwrite some or all of your target instance. Once you perform the copy, you will not be able to recover any overwritten data.

6.) Select the Copy Type.

Before performing the copy operation, you may also edit general settings and/or security settings as needed.

7.) When you are ready to perform the copy operation, click the Copy button.

8.) Click Yes in the confirmation dialog box.

After you confirm the copy, the operation will take some time to complete depending on the amount of data you have.

 

Congratulations! You have successfully copied from production to sandbox. You can now use your sandbox instance.

Join us next Thursday for more CRM tech tips!

 

 

Was this video helpful? Enjoyable? Do you have feedback or additional questions? Let us know in the comments, or contact us directly. We’re here to help!

Exploring Advanced Data Analysis Techniques with Dynamics 365

Overview Data management plays a critical role in Customer Relationship Management (CRM) and sales operations. Effective decision-making and management oversight heavily rely on the ability to present and analyze data efficiently. In this guide, we will explore the...

Dynamics 365 Marketing: Automations, Lead Management

  In today's discussion, we'll delve into Dynamics 365 Marketing, a robust platform offering an array of tools for automations, lead management, and reporting. With its comprehensive suite of features right out of the box, Dynamics 365 Marketing empowers...

Dynamics 365 Salesperson Walkthrough of Microsoft D365 Sales CRM

Cultivating Sales Success: A Journey Through Microsoft Dynamics 365 CRM In this article, we will explore Microsoft Dynamics 365 CRM and take a look at what a regular day for a salesperson might look like when using the system. We'll provide a step-by-step walkthrough...

Partnership Survey: Win a $250 Amazon Gift Card!

By giving us just a few moments of your time you will automatically be entered into a prize drawing and could win a $250 Amazon Gift Card! Take advantage of our wide range of FREE and user-friendly marketing assets as an Azamba Partner. Our mission is to support your...

REGISTER NOW! Webinar: Microsoft Partner Insights & Strategies

Welcome to Episode 5 of our highly anticipated webinar series, "Partnering for Success | Better Together." In this episode, titled "Unlocking Success: Microsoft Partner Insights & Strategies," join Sandie Knight, Channel Manager of Azamba, as she engages in a...

Building an Email Drip Campaign with ChatGPT for a CRM Demo

Harnessing AI to Supercharge Your Email Marketing: A Journey with ChatGPT As digital marketers, we are always on the hunt for tools that make our lives easier and our efforts more effective. I found myself in this same quest when I was attempting to create an email...

Webinar: Increase your revenue through Cross-selling! 

Learn how partnering can help you grow your business AND the benefits of offering more products and services to your clients WITHOUT the expense of building a new practice.  Your clients need different technologies to run their businesses, unfortunately, you can't...

Webinar Recording: Get Marketing Smart

  Join Peter Wolf, President - Azamba and Cheryl Salazar, Partner & EVP Channel & Marketing Strategy - The Marketing Group for Episode 2 of our Webinar Series: Partnering for Success | Better Together, as they talk partner marketing!  The Partner...

Dinesh Joseph is a Microsoft Dynamics and Sage CRM technical consultant at Azamba. He trains, supports, and consults for both new and experienced Dynamics 365 and Sage CRM users. He also provides analysis and customization for both systems and their integrations.

His goal is to help his customers run their CRM systems smoothly and efficiently.

Related articles:

Exploring Advanced Data Analysis Techniques with Dynamics 365

Exploring Advanced Data Analysis Techniques with Dynamics 365

Overview Data management plays a critical role in Customer Relationship Management (CRM) and sales operations. Effective decision-making and management oversight heavily rely on the ability to present and analyze data efficiently. In this guide, we will explore the...