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
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Office 365 subscription Dynamics 365 Subscription
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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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