How to Reset a Production Instance in Microsoft Dynamics 365 CRM

by | Microsoft Dynamics 365

How to Reset a Production Instance in Microsoft Dynamics 365 CRM

by | Jan 18, 2018 | Microsoft Dynamics 365

Return your Dynamics instance to factory default settings

This week in Microsoft Dynamics Support, I will show you how to reset a production instance in Microsoft Dynamics 365 for Sales CRM.

When you perform a reset, it will reset everything in the instance back to factory default settings.

See below for video and instructions:

NOTE: You will need global administrator credentials to reset a production instance.

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.) Select your production instance.

When you highlight your production instance, there will be no option for you to reset. To reset a production instance, you will need to change your production instance to a sandbox instance.

4.) Click Edit.

This will take you to the Edit Instance screen. From here, you can edit your instance type.

5.) Change the Instance Type to Sandbox Instance.

6.) Click Next.

This will take you to a verification page.

7.) Click Save.

This will return you to the Instances tab. Your production instance should now be listed as a sandbox instance.

When you highlight the instance, you should now see a Reset button.

8.) Click Reset to go to the Reset Instance page.

9.) Click Next.

10.) Click Reset and then click Yes to confirm.

WARNING: Resetting the instance will restore it to factory default settings. All data and customizations will be lost.

The instance reset will take some time. Once it is complete, you need to change your instance back to production.

11.) Click Edit.

This will once again take you to the Edit Instance screen.

12.) Change the Instance Type back to Production Instance.

13.) Click Next.

This will take you to a verification page.

14.) Click Save.

You will once again return to the Instances tab. Your instance should now be listed as a production instance again.

 

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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.

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