How can I copy a Microsoft Dynamics CRM 4.0 solution

Question

I have a CRM 4.0 solution in production and I would like to make a replica of it so that I can use it as a test server.

What are the alternatives to accomplish this? Cons / Pros?

score 0 · Accepted Answer · edited Dec 04 '15 at 08:34

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Ended up following the process from Microsoft:

"How to move the Microsoft Dynamics CRM 4.0 deployment"

https://support.microsoft.com/en-us/kb/952934

It looked like there was not another alternative.

edited Dec 04 '15 at 08:34

cheykoff

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answered Feb 19 '10 at 17:13

thehhv

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score 0 · Answer 2 · answered May 14 '09 at 18:14

You can export all of your customizations to a file and then import them into your test system. Ideally you will work the other direction (make changes in test, then move to production).

To Export, go to Settings-Customization. You will see options for Import Customizations and Export Customizations. If you click Export Customizations, you can export selected entity customizations. Also there is a menu option to export all customizations. CRM will create a .zip file which is an XML file that includes the entity definitions, forms, views, relationships, and workflows. You just reverse the process to import your changes into another environment.

Visiting the post, after quite some time :) This is one option, but it does not create a replica. At least the data will be missing. — thehhv, Feb 19 '10 at 17:08

How can I copy a Microsoft Dynamics CRM 4.0 solution

2 Answers2