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.
我有一个生产中的CRM 4.0解决方案,我想制作它的副本,以便我可以将它用作测试服务器。
What are the alternatives to accomplish this? Cons / Pros?
有什么办法可以做到这一点?缺点/优点?
2 个解决方案
#1
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).
您可以将所有自定义项导出到文件中,然后将它们导入到测试系统中。理想情况下,您将在另一个方向工作(在测试中进行更改,然后转移到生产中)。
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.
要导出,请转到“设置 - 自定义”。您将看到导入自定义和导出自定义的选项。如果单击“导出自定义”,则可以导出所选实体自定义项。还有一个菜单选项可以导出所有自定义项。 CRM将创建一个.zip文件,该文件是一个XML文件,包含实体定义,表单,视图,关系和工作流。您只需反转该过程即可将更改导入另一个环境。
#2
Ended up following the process from Microsoft:
结束了Microsoft的流程:
"How to move the Microsoft Dynamics CRM 4.0 deployment"
“如何移动Microsoft Dynamics CRM 4.0部署”
https://support.microsoft.com/en-us/kb/952934
It looked like there was not another alternative.
看起来没有其他选择。
#1
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).
您可以将所有自定义项导出到文件中,然后将它们导入到测试系统中。理想情况下,您将在另一个方向工作(在测试中进行更改,然后转移到生产中)。
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.
要导出,请转到“设置 - 自定义”。您将看到导入自定义和导出自定义的选项。如果单击“导出自定义”,则可以导出所选实体自定义项。还有一个菜单选项可以导出所有自定义项。 CRM将创建一个.zip文件,该文件是一个XML文件,包含实体定义,表单,视图,关系和工作流。您只需反转该过程即可将更改导入另一个环境。
#2
Ended up following the process from Microsoft:
结束了Microsoft的流程:
"How to move the Microsoft Dynamics CRM 4.0 deployment"
“如何移动Microsoft Dynamics CRM 4.0部署”
https://support.microsoft.com/en-us/kb/952934
It looked like there was not another alternative.
看起来没有其他选择。