Switch an instance

Applies To: CRM Online

[This topic is pre-release documentation and is subject to change in future releases.]

You may decide that your customization work developed and tested on a Sandbox instance is now ready to go live. If you’ve placed your Sandbox instance in administration mode, only users with CRM System Administrator or System Customizer security roles are able to sign in to that instance. Once you switch the instance type to Production, all your users can access your CRM organization. When you configure or edit an instance, you can switch the instance from:

  • Production to Sandbox

  • Sandbox to Production

Switching an instance does not change the number of your purchased licenses. Review the License considerations section for how switching can impact license allocation.

Switch an instance

  1. Browse to the Office 365 admin center and sign in using Office 365 Global administrator credentials.

  2. Click Admin > CRM.

  3. Choose the Instances tab.

  4. Select the instance that you want, and then choose Edit. If this is a new instance, choose Configure.

  5. Under Instance type, choose the instance type and then choose Next.

  6. Review the settings and then choose Save.

License considerations

Review the following table to see how switching an instance type is impacted by your CRM Online licenses.

 

Scenario Result Notes

Switch a Production instance to Sandbox. You have unused Sandbox licenses.

A Sandbox license is used.

Sandbox instances have special features such as Reset and Administration modes. See Manage CRM Online Sandbox instances.

Switch a Production instance to Sandbox. You do not have any unused Sandbox licenses. You have unused Production licenses.

A Production license is used.

Sandbox instances have special features such as Reset and Administration modes. See Manage CRM Online Sandbox instances.

Switch a Production instance to Sandbox. You do not have any unused Sandbox or Production licenses.

The Production instance is not changed. You need to purchase a Sandbox instance.

Sandbox instances have special features such as Reset and Administration modes. See Manage CRM Online Sandbox instances.

Switch a Sandbox instance to Production. You have unused Production licenses.

A Production license is used. A Sandbox instance becomes available.

Switch a Sandbox instance to Production. You do not have any unused Production licenses.

You will need to purchase a Production license.

See Add an instance to your subscription.

See Also

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