How to move a test-crm infrastructure to a productive one?

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  These two tools should help:  http://msdn.microsoft.com/en-us/library/dd442453.aspx
  Especiallyt the Configuration Data Utility.
  
  You could also use Scribe or another data import tool to migrate the data in your test system if these tools don't do the trick.

  Thursday, February 26, 2009 6:57 PM
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  I suggest the data migration manager for exporting and importing data from one CRM system to another.  You can also develop some code to move the data.  Below are links to more information about the Data Migration Manager and the SDK for developing a solution if you prefer that path.  Another option is a third party product like Scribe which I also included a link below.
  
  SDK
  
  http://msdn.microsoft.com/en-us/library/bb928212.aspx
  
  DMM
  
  http://www.microsoft.com/downloads/details.aspx?FamilyID=6766880a-da8f-4336-a278-9a5367eb79ca&displaylang=en
  
  http://channel9.msdn.com/posts/jodonnell/Microsoft-Dynamics-CRM-40--Data-Migration-Manager-with-John-ODonnell/
  
  Scribe
  
  www.scribesoft.com
  
  

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  Best Regards, Donna

  • Proposed as answer by Jim Glass Jr Monday, March 2, 2009 11:26 PM
  • Marked as answer by Jim Glass Jr Thursday, March 12, 2009 8:23 PM

  Thursday, February 26, 2009 6:58 PM
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  Hi
  
  Thanks for your replies.
  
  But it's just from CRM 4.0 to CRM 4.0. It should be possible with boardtools. This is a very common work - Migration from test (with all customizations) to the productive system. There you want just all customizations without data.
  I can't understand why it is not easy way!
  
  I will do it with copying the db and then manually delete all records...
  
  Better idea? :-)
  
  Greets

  Tuesday, March 17, 2009 2:53 PM
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  I think the difference is that you appear to want a mix of things, customizations and some records from the db but not all. 
  
  I don't recommend manually deleting the data as it is not supported and you will most likely end up with issues.  If you are going to delete data from the db after a backup and restore to production then follow the guidelines in the SDK for deleting data.
  
  Another option is to make your test environment the production environment once you get rid of the data you don't want and then create a new test environment through the deployement tool (import the organization).
  
  Here is a good blog article from CustomerEffective on Production and Test Environments
  
  http://blog.customereffective.com/blog/2008/09/best-practices.html

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  Best Regards, Donna

  Tuesday, March 17, 2009 3:37 PM