Post-PROD DB Restoration Steps

Hi Everyone, 

While many resources explain the process of performing a point-in-time restore from Production to Sandbox in Dynamics 365 FO, post-restore steps are often overlooked. This guide outlines essential actions to take after a successful database restoration.

Steps:

• Verify Data Integrity: Open a frequently used form to ensure that the latest PROD data has been copied to your UAT environment.
• Enable User Accounts: After a restore, user accounts might be disabled. Navigate to the System Admin module, go to the Users form, and enable the necessary user ID’s.
• Import Missing Users and assign the role: Identify the list of users who require access to the UAT environment. Import these users and assign their corresponding roles. You can refer to my blog on importing multiple users and assigning the same roles to them. Dynamics 365 Finance and Operations Technical Tips and Tricks: How to Assign the Same Security Role to Multiple Users in Dynamics 365 Finance and Operations(D365 F&O) (d365fandotech.blogspot.com)
• Enable workflow batch jobs: If you have configured any workflows within your system, enable the following four workflow batch jobs. Ensure that the status of each batch job is set to "Waiting" instead of "Withhold".

        

• Email batch job:  Enable the email distributions batch job if required.

• Custom alerts: If the custom alters are configured in the production environment, disable it.

• Email parameters: Remove the email parameter setting that currently points to the PROD environment and change it to point to the UAT.
• This step is necessary if your system has integrated with third-party applications and may not be applicable to all users.

1. Microsoft Entra ID: Change the Microsoft Entra ID application ID that points to the production environment to the UAT application ID.
2. Azure Key Vault parameters: Remove the secrets, delete the key vault setups, and reconfigure them with the UAT values.
3. BYOD: Ensure that your BYOD data source is configured to point to the UAT instead of the PROD. Replace the PROD application ID with UAT in recurring integration data projects(DMF). Set the recurring integrations batch job to "Waiting" status from "Withhold".
4. Endpoints: Configure the business event endpoints if it's required.

• Export backup: Once all the above steps are completed, export a database backup from the UAT environment. This backup can be used to restore the latest database to development machines.

How to Assign the Same Security Role to Multiple Users in Dynamics 365 Finance and Operations(D365 F&O)

Hello everyone,

We often encounter situations where we need to assign the same role to multiple users simultaneously. This frequently occurs when restoring the PROD DB to the UAT environment. By following these steps, you can easily assign the same role to multiple users.

1) Before assign the role, ensure all users are imported into the system. Navigate to System Admin > Users and click Import Users. This allows you to import multiple users simultaneously.

2) Go to System Admin > Security > Assign Users to Roles. Select the desired role and click the manually assign/exclude users button.

3) Select the specific users (multiple) you want to assign the role to. Click Assign to Role button to complete the process.