It’s a good idea to have a backup of your CRM system’s “Solution”. A Solution is a repository of all customizations and modifications to all components within your organization. Components include entities, fields, relationships, forms, reports, processes, and other elements as well.
The Solutions feature can be used to export all unmanaged solution customizations such as modified forms, views, and mappings. Later, the solution customization can be imported to the same organization or a different organization.
For example, you can export a solution from an on-premises deployment of Dynamics 365 for Customer Engagement and then import it into a Dynamics 365 for Customer Engagement organization.
The Solutions feature is located in the Customization area of the Settings area in the Dynamics 365 for Customer Engagement web application. It is a good practice to export your customizations before you make changes. If there is any unexpected behavior, they should be imported back by the user.
Steps to Export Customizations
In order to export customizations in Microsoft Dynamics CRM, you need to export them from under Settings → Customization →Customize the System:
In order to export the solution, all customizations must be published first.
After that, there is an option to export system settings along with the solution. When you import the solution later, the settings are automatically applied to the system.
And there you are! The exported solution will appear as a .zip file. If you import it, you can easily restore the previous customizations. This will give you the chance to play around more freely.
Dynamics 365 is highly customizable. You can use its online tools to modify or create fields, entities, business processes, and more. Usually, you’ll do your customization work on a sandbox environment, test them, and then transfer the final customizations to your production environments when they’re ready. Best practices recommend that you proceed as follows:
- Create a copy of your current production environment onto a sandbox environment where you can work without affecting your ongoing operations.
- Create a new managed solution on the sandbox and implement your customizations there. This lets you add customizations without affecting the underlying system, and you can revert your customizations at any time by removing the solution.
- Test the customized solution on your sandbox until you’ve confirmed it’s working correctly.
- Export the custom solution from your sandbox and then Import it into your production environment.
For more information, please visit us at Microsoft Dynamics GP – Great Plains
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