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Dev2Prod - How to synchronize your development and production tenants

The Package Manager enables you to export configuration data from your development tenant and import the data onto your production tenant. These are resources that cannot be updated directly on your production tenant (except for resource bundles).

The following resources are exported:

  • User-defined fields (metadata), not including user options
  • Form layouts
  • Workflows
  • List enumerations, not including user options
  • Notification templates
  • Roles
  • Custom actions
  • Localization resource bundles (related to notification templates, user-defined fields, list enumerations, and so on)

Note  

  • To perform this task, you must have the Tenant Admin role. For more information about this role, see Default roles. Service Management is unavailable to the users who are not Tenant Admin during the import process.

  • Before the export/import procedure, ensure that the changes on the development tenant have been thoroughly tested.

  • Important! If you are working with both development and production tenants:

    • Develop customizations, and perform testing and verification on the development tenant only.

    • No development should be done directly on the production tenant.
    • Export configuration changes from the development tenant and import to the production tenant.

Note If there is a problem importing any part of the data, an error message is displayed, and the tenant is restored to the original configuration. The issues that arise are usually related to conflicts between the two tenants.

To view the errors, click the Details link in the error message. An error report opens detailing each of the problematic issues.

If the whole import fails, click the Details link for more information. The import might fail due to connection issues, timeout, incorrect import file, and so on.