Customer Engagement & Dynamics CRM Forum

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Deployment Process

  • 1.  Deployment Process

    Posted 20 days ago
    I am interested in hearing about everyone's deployment processes.

    I currently have a client that requires regular fixes to their system but they are not happy with my deployment process.

    They are unhappy with the deployment process because I enforce an outage, so we can back up CRM before importing solutions, fixing data and making some minor manual changes.

    Is my deployment process reasonable? Is the backup 100% necessary, in my opinion, it is, especially when we do data fixes, if an admin accidentally deletes the wrong records or bulk updates the wrong records then we need to be able to recover the original state of the CRM.

    Also we have unmanaged solutions.

    I look forward to your advice.
    Dean

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    Dean Dalby
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  • 2.  RE: Deployment Process

    SILVER CONTRIBUTOR
    Posted 19 days ago

    Hi Dean,


    How long is your outage?

    Our deployment process is automated trough build and release procedures in Azure DevOps. This include exporting and importing solutions and configuration data.
    Sometimes updates that are not managed by the automated procedures must be done, such as bulk updates of records, In such cases we prefer to create a small tool that automate this process.

    We use an UAT environment so all these automated tools are previously applied on it and tested before prod release. All this could limit the need of a backup before release.

    We also deploy in prod environment out of working hours to limit impact.

    Best Regards,



    ------------------------------
    Laurent Maneville
    N Media
    Drummondville QC
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  • 3.  RE: Deployment Process

    Posted 19 days ago
    You very much align with what we are doing.

    We have a Dev Ops release pipelines to migrate solutions via environments. Then there is some manual modifications and data fixes. Outages can range from an hour to 4 hours. We automate manual modification or data fixes if they are complex or timely.

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    Dean Dalby
    Dean Dalby
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  • 4.  RE: Deployment Process

    SILVER CONTRIBUTOR
    Posted 19 days ago

    Great if you are using Dev Ops release pipelines aswell!

    4 hours seems a lot, yet, this must be cause you've got lot's of manual actions to do, not because of the backup.

    Not sure if this will help you, but I have created a tool to help migrating customization data in DevOps pipelines. We have been using this tool internaly for months and it is now available to Public :

    https://marketplace.visualstudio.com/items?itemName=Nmedia.D365DataMigration

    Depending on your current procedures, this may help in reducing manual modifications.



    ------------------------------
    Laurent Maneville
    N Media
    Drummondville QC
    ------------------------------



  • 5.  RE: Deployment Process

    Posted 19 days ago
    Thanks I will look into the tool.

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    Dean Dalby
    Dean Dalby
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