This is early-release functionality that we’re still working on. The functionality, and the content on this page, are subject to change. To learn what’s coming, see the Microsoft Finance and Operations, Business edition Roadmap.

Create a Sandbox Environment

A sandbox environment (Preview) is a non-production instance of Finance and Operations, Business edition. Isolated from production, a sandbox environment is the place to safely explore, learn, demo, develop, and test the service without the risk of affecting the data and settings of your production environment.

To create a sandbox environment

You must have a subscription to Finance and Operations, Business edition to be able to create a sandbox environment. There can only be one sandbox environment per subscription.

  1. Sign in to your production instance of the Finance and Operations, Business edition service.
  2. Choose the Search for Page or Report icon, enter Sandbox Environment, and then choose the related link. Sandbox Environment Setup
  3. Select Create.
    Another tab in your browser will open for finishing the setup of your sandbox environment.


    If you have pop-up blocker enabled in your browser, change it to allow URLs from the * address.

  4. When the sandbox environment is ready, you will be redirected to sandbox environment's Welcome wizard. Sandbox Welcome Wizard

  5. Choose Learn more to read about scenarios that you can try in a sandbox environment. Or, choose Close to continue to the Role Center of your Finance and Operations, Business edition sandbox instance.

  6. At the top of the Role Center, a notification appears to inform you that this is a sandbox environment. You can also see the type of the environment in the title bar of the client. Sandbox RoleCenter Notification
    In the sandbox environment, a brand-new tenant has been created. This tenant is loaded with default demonstration data for the CRONUS company. No data is copied or otherwise transferred from the production environment during the sandbox creation.
  7. At any time, you can return to the Sandbox Environment page, and reset the sandbox environment.


    Resetting the sandbox environment will remove it completely, and then create it again with the default demonstration data.

  8. To switch between your production and sandbox environments, you can use the Finance and Operations, Business edition app launcher. Sandbox Dynamics365 Menu

  9. It is possible for an administrator or another user to limit or even block access for some users to the sandbox environment. This can be done by using the standard security features of the product, such as the User card, User Groups, and Permission Sets.

Sandbox Permission Sets

Advanced functionality in the sandbox environment

The in-client designer

In a sandbox environment, you will find the in-client designer feature enabled, which you can activate by selecting the design icon Designer on a page.

In-client Designer

Enable the advanced user experience

It is possible to enable and try the advanced (full) functionality of Finance and Operations, Business edition in a sandbox tenant by setting the Experience field on the Company Information page.

Sandbox Environment Advanced

Sandbox Production

After you’ve enabled the advanced functionality in a sandbox tenant, you get access to all the standard Profiles and Role Centers. You can also create an evaluation company that is fully set up, including demonstration data and access to the advanced areas of the product.

Sandbox New Company

See Also

Working with Finance and Operations, Business edition