In this post, we will read about solutions,Components and Import-Export of solutions in Dynamics CRM. Also we will see working with both the old and new interface of Dynamics CRM.
An instance of CRM Dynamics 365/ Trial account.
Theory:Solutions are used to extend business functionalities in CRM. Solutions provide a framework for packaging, installing, and uninstalling components to match your business functionalities.
Now since there are many developers working on a project, each one might create different solutions for his/ her part of customizations and there might be a conflict as to what order/ which solution to apply.
In CRM usually the last solution which is imported or created will be applied.
How to create a Solution:
1) login to http://portal.office.com and sign in with your CRM trial account.
2) Click click on settings and go to advanced settings
For Details: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/create-export-import-unmanaged-solution
After creating a solution on your testing/ development/ Sandbox environment, you might want to move all customizations to production, the method of doing that in CRM is by using import- export functionalities.
Exporting a Solution: In your sandbox , create a new solution, add all the relevant components that you want to move to production. These components will include entities,forms,fields,plugins,etc.
Note: While adding components, the solution will give you a pop up asking to add other required components as well, you can check the list shown and decide whether you want to add those components or no, usually the components which are present on production to which we have not made any changes in sandbox are not added.
1) select the solution , you want to export--> click on export--> Publish all customizations( this is done in case you have made any last minute customizations and have forgotten to publish it.-->Next
3) Once you click on export a zip of your solution will be downloaded.
Importing a Solution: On Production, go to solutions and click on Import