locked
How to take back up(customization ) mscrm 5.0 RRS feed

  • Question

  • I want to add some attributes as per requirement, so i want to take back up, how can i do it?

    PullaRao Jala
    Friday, April 1, 2011 9:31 AM

All replies

  • Hi

    There are several options that you have in CRM 5.0.

     

    The easiset is to create two organizations. Lets say Prod and Dev. These can be two organization or environments altogether. Create a new solution in Dev and cmake the changes that you want. Export the solution as managed and import into PROD. In this way, if you need to roll back, all you have to do is delete the solution from PROD and the customization gets rolled back (Warning: If you have added any new attibutes as part of your customization and there is data in them - the data will also be deleted). This is the recommended method of doing development and promoting to Production (you might actually want to go through QA), and how solutions can help.

     

    The next option is to take a backup of the Prod_MSCRM db (here assuming, your organization is named as PROD) fro mteh SQL server. This sort of the backup or snaphot of the CRM app - with all its customization and data. Then you cna go ahead and do your customization and add data etc. If you are not happy at a later point in time, you can use CRM Deployment manager to retore the DB to the PROD org - of course this will roll back everything to the snapshot which you have taken, including data and customization.

     

    If you have a brand new vanila instacne and you are worried about going back to the pristine out of box state of MS CRM, then all you have to do is go ahead and do your customizations and add data etc. When you are done, use deployment manager to drop and re-create the organization and you will be returned to the out of box state for MS CRM.

     

    Please note, the only option is the first one, if this is a Production or an MS CRM instance of any serious nature. The last two options are only meant for experimenations which you cna carry out in your sand box environment, if you have one. Please be extra cautious as you can potentially loose all your data and customizations if you do not understand the implications of the approaches given above.

     

    Thanks and Regards

    AniMandal

    http://xrmadventures.wordpress.com/

    • Proposed as answer by AniMandal Friday, April 1, 2011 8:47 PM
    Friday, April 1, 2011 8:47 PM
  • Thanks for your reply.
    PullaRao Jala
    Saturday, April 2, 2011 5:34 AM