It seems to me as a wise idea to test run my workflow on a local server before deploying in at the customer’s. To be entirely sure, I’d like to copy all the data from their DB to my test organization (I have full access rights). The problem is that I can’t see any straightforward way to export the whole shabang to a XML Spreadsheet.
What’s the best way to export/import everything from/to a DB? The source and the target servers are not the same.
Of course I’ve got the option of backing up the clients DB and restore it, would the brown stuff hit the fan, but it’ll far more professional if I won’t have to.
The client’s DB is in the cloud, which makes me suspect that perhaps I won’t be able to access it at all and as far I can see, there’s no way to back-up the data there. Am I missing it or is it that bad?
James raises good points about the business aspects of your request, however to get hold of the record-level data there are few options. The easiest by far is a wholesale export and import of the underlying SQL database. (For the record, the alternative is to do a data migration from live into a different db but this is no small task so I won’t even entertain that any further here).
You mention that the client is using CRM Online (“…client’s DB is in the cloud…“). You can raise a (free) support request with CRM Online Support who will provide you with a copy of the YourOrg_MSCRM database which can then be reimported into an on-premise deployment.