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Friday, February 3

How to copy Microsoft CRM 2011 organization on the same server


There are many reasons to copy organizations, one of the most common - for testing purpose.
You can do as following:
1. Select a database in SQL Server Management Studio which will be copied (TEST_MSCRM). Right click on the target database -> Tasks -> Backup.



2. Select Full for Backup type and press OK.

3. Right Click on Databases -> Restore Database.

4. Put the name of new database (TEST2_MSCRM) and select file from local disc a copy of TEST_MSCRM.bak.

5. Open CRM Deployment Manager -> Import Organization Wizard.
6. Select SQL server and database (TEST2_MSCRM) and Next.

7. Enter a Display name TEST2 and press Next.

8. Enter Report Server URL and press Next.

9. Select Automatically Map Users as recommended and press Next.

8. Press Import.
9. Press Finish.

10. Congratulations. New organization is created.
11. Go to Internet Explorer and enter address http://your_server _name/TEST2 and you will see a new fresh copy of your organization.