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MICROSOFT DYNAMICS 365 INSTANCES TYPES AND PROPERTIES

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Dynamics 365 Instances

An instance is a Dynamics 365 database

Large organisations might use separate instances for different departments or for testing

Data for each instance is stored in its own SQL Server database.

Hierarchy

                                                          Tenant
                                                              |
   —-|—————————————-|————————————|
        Office 365 subscription            Dynamics 365 Subscription
                                                           |
                                                           |
                                           |                          |
                   Production Instance             Training Instance

Instance Types

_ An instance can be for

 – Production purposes
 – Non-production purposes, referred to as a Sandbox instance.

Sandbox Instances
_ Non- Production purposes include:
  – Training
  – Development
  – Testing of third -party add-ons
 –  Upgrade testing

Purchasing Instances
_ Production and Sandbox instances are purchased as add- ons for a subscription
– Add-ons cannot be purchased for trials

Instances Properties
NAME : The name of the instance which is shown in the application
URL : The URL name is used to form the sign in URL, the name must be unique across all instances
PURPOSE: For references, the purpose is only shown in the Office 365 admin portal
INSTANCE TYPE : Whether this is a production or sandbox instance
SECURITY GROUP : Determine which users have access to the instance. if a group is not specified then all users  who have a Dynamics 365 license are added to the instance.
Edit properties of an instance
– In the Office 365 admin center navigate to Admin > Dynamics 365
– This opens the Dynamics 365 Administration Center where a list of instances is shown
– Select the instance to change and then click Edit.
Administer Instances
– Actions that can be performed on instances:
 – Switch
 – Reset
 – Delete
– Copy
Switch an instance
– The ability to change instance type depends on available licenses
– An instance can be switched from:
 – Production to sandbox, or sandbox to production
 – Make changes in the Office 365 portal, under Admin > Dynamics 365
– In the Dynamics 365 Administration Center,select the instance and then click Edit  and change the type
Reset a Sandbox Instance
– Sandbox instance can be reset
– This deletes the instance and creates a new one(effectively deleting all data)
– In the Dynamics 365 Administration Center, select the instance and the click Reset
– Production instance can not be reset.
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