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The Dynamics 365 Testing Playbook

Week 3 of 8

Environments and refresh

A Finance and Operations subscription comes with one Tier 2 sandbox. Microsoft’s own plan puts performance testing on Tier 4 or 5 and says Tier 2 or 3 typically cannot model a real concurrent workload. Business Central includes three sandboxes, but they run on a different performance tier from production.

Copies matter too. When Business Central copies production to a sandbox it stops the job queue, turns off agents, disables integrations and blocks outbound calls from extensions. And F&O administration is moving from Lifecycle Services to the Power Platform admin center, where a "database refresh" becomes a "copy" that brings code with it.

This week: give every environment a purpose and a refresh rule

  1. List every environment: tier or type, purpose (SIT, UAT, data migration, performance, training, golden configuration), owner and refresh frequency.
  2. Move performance testing off Tier 2. Budget a Tier 4 or 5 sandbox (F&O) or a production-type environment (Business Central) now.
  3. Write a post-copy checklist: which integrations, job queue entries and outbound calls you re-enable for testing, and which stay off.
  4. If you still rely on LCS, find out what your test assets depend on there: Business process modeler libraries, Task recorder files, RSAT certificates.

Number of the week

Tier 4 or 5

is the sandbox size Microsoft’s implementation guide assigns to performance testing for finance and operations apps.

Source: Microsoft Learn, environment strategy guidance

Use this week

Next week: the data you load is under test too. Data entities, staging tables and reconciliation.

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