Did you know that your Dynamics 365 for Sales subscription includes a free sandbox instance? A Sandbox instance is a non-production instance of Dynamics 365. As a result of sandbox instances area unit break free your production instances, they’re extremely helpful for each coaching and development functions. Sandbox instances begin as mirror pictures of some or all of your production instance, however it will be changed severally. Your sandbox instance conjointly offers some distinctive functionalities that you simply don’t have in your production instance, such as:
- Copy Instance -copies some or all data from production to sandbox or the other way around
- Reset Instance -restores the sandbox instance to default settings
- Administrator Mode -prevents users while not supervisor or System Customizer security roles from language in to the sandbox instance
Here are some of the straightforward ways that you’ll be able to use sandbox instances to try and do a lot of together with your Dynamics 365 CRM:
- Take a look at changes to your production instance:
Once your CRM is live and your adoption is complete, your teams are going to be hooked into CRM for several of their sales and repair activities. The last item you would like to try and do is disrupt their workflows once testing changes to your CRM setup. employing a sandbox instance to check changes before they are going live suggests that fewer issues each throughout and when testing, as your testing setting is completely break free the operating setting.
You can use Copy Instance to form your sandbox instance. Administrator Mode conjointly permits you to shut anyone who isn’t concerned within the testing method to confirm that no-one accidentally interferes together with your work. And if you would like a chance, you’ll be able to reset the instance and begin recent.
- Develop and take a look at solutions and add-ons:
One of the most important mercantilism points of Dynamics 365 for Sales is its customizability. several firms develop solutions in-house, or purchase third-party add-ons and solutions like those on our OnTrack Wall useful, and what higher place to develop or take a look at an answer than a replica of your live production instance?
You can use Copy Instance to form as massive a sandbox as you would like to visualize precisely, however, your new resolution can act together with your info. Once your resolution is prepared, you’ll be able to use a partial Copy Instance to transfer the answer back to your production instance.
- Train new users:
When coaching new CRM users, it’s vital to administer them an opportunity to navigate through and tinker with the system. However, the last item you would like is for a bunch of CRM rookies wrecking your production instance. therefore provide them free run of the sandbox instance instead!
Copy Instance permits you to manage the scale of the coaching sandbox. you’ll be able to provide new users access to a full copy or limit them to specific corners of the info initially betting on your coaching preferences. though a brand new user manages to ruin your sandbox instance, there’ll be no damage done to your production instance, and you’ll be able to simply reset your sandbox and provides that user an opportunity to find out from the expertise.