Cloning a Work 365 Instance

Applies to: Work 365
Audience: System Administrators

Issue

Duplicating a Work 365 environment, such as copying a production environment to a sandbox, requires careful execution to ensure the cloned instance operates correctly and is properly configured.

Resolution Steps

1. Backup License Information

✅ Navigate to the Work 365 License page within System Settings of your current environment.
✅ Copy the license XML; this will be required later in the target environment.

2. Clone the CRM Database

✅ Duplicate the CRM database from the source environment to the destination environment.

? Note: This step involves CRM-level operations and is outside the direct scope of Work 365.

3. Delete Specific Configuration Records

✅ In the target environment, access the Configuration entity.
✅ Delete records where the "Name" field matches any of the following:

• Work365
• Work365.ApiCredentials
• Work365.DefaultSalesTaxService
• Work365.DefaultTaxService
• Work365.Payments.DefaultPaymentsProcessor
• Work365.Portal.WebsiteUrl
• Work365.ProductService.ProviderSelection
• Work365.ProviderSettings

4. Perform Consent for Dynamics 365

✅ Initiate the consent process for Dynamics 365 in the target environment.
✅ This action will also trigger the upgrade process.

5. Post-Upgrade Actions

✅ Once the upgrade is complete:
✔ Disable all automatic connectors.
✔ Rename existing connectors to prevent confusion.

6. Recreate Necessary Connectors

✅ Set up automatic connectors as needed, including:

• Providers
• Payment Processors
• Accounting Connectors
• Tax Services

7. Configure Settings via Work 365 Admin Hub

✅ Within the Admin Hub, configure the following settings:

• Work365.DefaultSalesTaxService
• Work365.DefaultTaxService
• Work365.Payments.DefaultPaymentsProcessor
• Work365.Portal.WebsiteUrl
• Work365.ProductService.ProviderSelection
• Work365.ProviderSettings

8. Update License in the Target Environment

✅ Navigate to the License page for Work 365 in the target environment.
✅ Manually update the license using the XML copied in Step 1.

Important Considerations

⚠ Ensure all configurations and settings are thoroughly reviewed in the cloned environment to confirm they align with the intended setup.
⚠ It is recommended to perform these steps during a maintenance window to minimize potential disruptions.

Conclusion

By meticulously following these steps, you can successfully clone a Work 365 instance, ensuring that the new environment is properly configured and fully operational.