Step-by-Step Guide to Deploying Extensions from Sandbox to Production in Dynamics 365 F&O

Are you struggling with deploying extensions from the sandbox to production in Dynamics 365 Finance and Operations? Iā€™m going to show you how to do it step by step for a smooth and error-free transition!

In this guide, we will walk through the process of moving an extension from a sandbox environment to production in Dynamics 365 Finance and Operations (F&O). This process involves exporting the extension from the sandbox, importing it into production, and ensuring that it functions as expected in the live environment.

  1. Ensure the Latest Extension is in the Sandbox: Before moving your extension to production, confirm that the latest version is successfully deployed in the sandbox environment.
  2. Check Deployment History: Navigate to the sandbox environment and review the deployment history to verify that the latest commit has been successfully deployed.

3. Mark as Release and Sign Off: Once the extension is confirmed to be deployed, click on “Mark as Release” and ensure that you sign off on the extension. Signing off is crucial, as failure to do so will prevent the extension from appearing in the production environment.

4. Navigate to LCS and Open the Production Environment: Go to Lifecycle Services (LCS) and access the production environment.

5. Update Environment: Click on the “Maintain” and “Update Environment” option and select the sandbox environment. Wait for a few seconds to allow the system to load all the signed-off extensions that have been deployed in the sandbox.

6. Select the Latest Extension: Your extension will appear at the top of the list as the most recent signed-off version. Click on it and schedule the deployment for the desired time to update the production environment with the extension.

Validate the Deployment

ā€“ After deployment, test the Production environment to ensure the new logic works as expected.

ā€“ Run key processes to validate the customizations and confirm no errors.

Resolve Issues if Necessary

ā€“ If there are any deployment errors or issues, review the error logs and fix them before re-deploying.

Following the outlined process ensures that your extension is successfully migrated from sandbox to production, minimizing deployment errors and maintaining the integrity of your customizations in Dynamics 365 Finance and Operations.

By adhering to these steps, you can confidently deploy your extensions to the production environment with minimal disruptions, ensuring a smooth transition and operational efficiency.

Conclusion

Successfully migrating an extension from the sandbox to production in Dynamics 365 Finance and Operations is a critical step in ensuring your customizations are properly implemented in the live environment. By following the steps outlined above, you can seamlessly transition your extension while maintaining control over the deployment process.
If you’re facing challenges deploying an extension in the sandbox, check out our previous blog for a step-by-step guide. Here’s the link: Step-by-Step Guide: Deploying a Package from the Asset Library to UAT – CloudFronts

Happy deploying!


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