How to align a development environment with production in Microsoft Dynamics CRM (365)?

Ciprian Jijie 0 Reputation points
2025-08-12T08:59:21.3933333+00:00

Hello,

 

I am new to the Microsoft CRM world, and I have encountered some major issues.

 

I currently have a project with two environments: one for development and one for production.

  • The development environment contains unmanaged solutions, but it is slightly outdated.
  • The production environment contains managed solutions, but there is a problem:
    • Some forms in certain entities contain unmanaged layers (which should not be there).

 

My question is: how can I align the development environment with the production environment?

 

Possible approaches I am considering:

  1. Manually recreate those fields in the development environment, create a new solution (export it as managed for production), remove the unmanaged layers, and publish it to production.
    1. Would this cause any data loss?
  2. Copy the current production environment to a fresh environment, change the managed/unmanaged status of the solutions and their components.
    1. Is this even possible?
  3. Access the base code of the default solution somewhere and import it into a fresh environment.

4. Any other recommended approaches?

Thank you.

Microsoft 365 and Office | Development | Microsoft 365 App Publishing
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  1. TiNo-T 4,215 Reputation points Microsoft External Staff Moderator
    2025-08-12T10:37:06.85+00:00

    Dear @Ciprian Jijie

    Thank you so much for contacting Microsoft Q&A Forum. 

    Based on your descriptions, you're dealing with a complicated scenario in Microsoft Dynamics 365 CRM environments. As a forum moderator, I have limitations in my testing environments and cannot access the internal databases to assist you further. Therefore, I highly recommend you contact Microsoft Dynamics 365 support, please take a look in this link: Support for Microsoft Dynamics 365 and Microsoft Dynamics CRM | Microsoft Learn. You can get more professional help, there will be very professional people to tell you about the steps on how to realize this function.   

    I really appreciate that you reach out to our Q&A forum. However, it's beyond of my control so I hope for your understanding and patience in this situation. 

    Wish you a pleasant day! 


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