How to Refresh Dynamics 365 Finance and Operations UAT with Dual Write from PROD
If you have ever found a bug or issue in your PROD environment in Dynamics 365 Finance and Operations, it can be a pain to trace the cause of it and identify a fix.
You'll have to get one of your developers (or hire one) to trace the issue so they can troubleshoot it. This can be a long and relatively tedious process.
Whatever your issue is, one of the easiest resolutions is to refresh your UAT environment from PROD and create a clone of your environment for testing and training purposes.
Assuming you have dual-write in PROD and dual-write in your UAT environment, you can follow these steps for the refresh:
- Refresh Dynamics 365 Customer Engagement PROD to D365 Customer Engagement UAT at a selected PITR (Example: 10/3/2003 8:00 PM Central time) - Back up and restore environments – D365 CE |Dynamics 365
- Refresh D365 Finance and Operations PROD to D365 Finance and Operations UAT using the same PITR time as step 1 using the Move database task in LCS. - Point-in-time restore of the production database to a sandbox environment - Finance & Operations | Dynamics 365
- NOTE: For these next steps, make sure to use an account that has a system admin role in Dynamics 365 Finance and Operations UAT.
- In D365 Customer Engagement UAT put the environment in Admin mode. - Administration mode – D365 CE | Dynamics 365
- In D365 Finance and Operations UAT, stop all the running of the maps (Data Management workspace> Dual write tile…..) Take screenshots of the running maps and which maps you are stopping. You will need this information later. (Or refer to your PROD environment).
- Then follow the RESET link steps in Scenario 1 in this link - Reset dual-write connections - Finance & Operations | Dynamics 365 (The HealthCheck wizard will walk you through the reset up of the link, & select companies, etc.)
- Restart the maps that you stopped in step #4. (Data management > dual write….)
- In D365 Customer Engagement UAT – take it off Admin mode. - Administration mode – D365 CE | Dynamics 365
When to Use Pause Mapping
During code deployment to D365 F&O in PROD. The pause will send the traffic between CE and F&O to a queue and will be resumed after you un-pause/restart.
Another example where this process can help you is if you have some new code you want to be promoted to UAT and want to test it with a fresh set of data from PROD before it goes live.
Want to Learn More About Solving Dynamics 365 Finance and Operations Pain Points?
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