Understanding CRM Environments: From Sandbox to Production
In this session, we’ll delve into the critical aspects of managing your Dynamics 365 CE environments. Whether you’re a seasoned CRM administrator or just starting out, understanding these concepts is essential for maintaining a healthy and efficient CRM ecosystem. We will discuss how to manage environments, the purpose of Sandbox or UAT environments, and moving configurations from through the deployment pipeline.
Learning Objectives:
- We’ll explore the significance of having dedicated sandboxes beyond your production environment. Sandboxes provide a safe space for testing, development, and customization without risking your live data.
- Learn how to seamlessly move solutions between environments. We’ll discuss best practices for deploying configurations and other components across different CRM instances.
- Understand the differences between managed and unmanaged solutions. We’ll cover version control, security, and deployment considerations.
Speaker: Tom Gioielli
Type: Breakout Session
Ability Level: 201 – Intermediate
Primary Product: Dynamics 365 CE/CRM
Track: Administration; System Administration, Training and User Adoption
