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Overview of this Blog:

In this blog you will get the knowledge;

  • What is Solutions in Microsoft Dynamics CRM?
  • Types of Solutions.
  • How to create a new Solution in Microsoft Dynamics CRM.
  • How to create a new Publisher in Microsoft Dynamics CRM.
  • What are the Component in Microsoft Dynamics CRM?
  • How to add Components in your Solution to start Customization/Development in your Microsoft Dynamics CRM.
  • How to Export/Import Solution from/in Microsoft Dynamics CRM.
  • Why to Publish Customizations in your CRM Environment?
  • What are Component Dependencies and Required Components in Microsoft Dynamics CRM.

In Microsoft Dynamics CRM 2016 you can make changes with “point and click”, but for some of the requirements you have to use other methods such as writing JavaScript to manage client side behavior of forms, .Net plug-in for the most complex task or building workflows to automate your process.

1.0   Microsoft Dynamics CRM Solutions

Solutions in Microsoft Dynamics CRM package together a set of custom components that work with one another to provide functionality that some or all users must have. In other words, a Solution is a way to organize customizations that you make to the system to meet a specific set of requirements. It can be export and import from the system for testing or to use in production environment.

Default Solution

When you create an Organization in Microsoft Dynamics CRM, system creates a Solution named Default Solution that contains all the components in the system. You can modify the components of the system in the Default Solution directly. You can also export or import Default Solution into another Microsoft Dynamics CRM Organization.

It is important to note that You are not able to export the Default Solution as a Managed solution. Anything that you add or modify in your Solution will update the Default Solution.

Types of Solution

There are two types of Solution in the Microsoft Dynamics CRM Managed and Unmanaged. During the export process, you can determine whether a solution is managed or unmanaged.

Managed Solution

These Solutions are used to distribute customizations. We make Managed Solutions only during the export process. If you import Managed Solution, no changes are made to the system components. Components of a managed solution could be locked down by using managed properties to prevent any changes that might interrupt the functionality of the solution. When you delete a managed solution it deletes all the components that are imported with that solution, and leaves the system the same as before the solution is imported.

Unmanaged Solution

These Solutions are used for the internal changes that are being deployed from one system to another. You cannot uninstall unmanaged solution but you can delete it. The deletion of unmanaged solution cannot delete any component from the system, regardless of whether the Solution is created in this system or the solution is imported.

1.1 Create a New Solution

To create a new solution, you have to follow these steps;

1. Sign in to your Microsoft Dynamics CRM with an account that have Security Role System Customizer or System Administrator.

2.On the navigation bar, click to Mian, click to settings and then click to the solution.

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3. A list of solutions will be displayed

4. Click New in the command bar.

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5.The New Solution form will be displayed

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6. Enter the Display Name that you want to use to refer the Solution. When you move from the Display Name field the form will copy the Display Name to the Name field, and remove characters that are not letters or numbers including spaces. You can change Display Name field at any time but you cannot change Name field after the solution is Saved.

7. Enter the Version field, using two, three, or four numbers that are separated by decimal points, in the form major.minor.build.version or in the form year.month.day.revision.

8. Enter Publisher for the Solution. Publisher is the customizer of your system. Publisher should use a prefix when he creates new components in the solution.

9.Click Save.

1.1.1 Create a New Publisher

To create a new Publisher, follow these steps;

1. Click on lookup icon next to the Publisher field and then click on Look Up More Records option on the New Solution form.

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2. Click on new button

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3. Complete the fields on the form and then click on save and close

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4. Click add to use this Publisher for your Solution.

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It is important to note that any solution that you create and modify will be in unmanaged state. Solution becomes a Managed Solution when it is exported, and then imported into a target system.

 

2.0 Components in Microsoft Dynamics CRM

To see the available components in Microsoft Dynamics CRM, click to main, settings and then click to customize the system as shown below.

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This shows you a list of available components in Microsoft Dynamics CRM by using these components in your solution, you can customize/ develop your Microsoft Dynamics CRM. Below image showing you a list of available components.

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2.1 Adding New or Existing Components to your Solution

To add components to your Solution, you have to follow these steps

  1. Navigate to Settings > Solutions and then double click to your Solution to open it.
  2. Click Components in the solution explorer to view a list of all components in your Solution.

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  1. Click on the drop down arrow on the New button and then select a component type to open a form for anew component of that type.
  2. Click on the drop down arrow on the Add Existing button and then select a component type to add.

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2.2 Export and Import Solution

To import or export a solution you have to select your solution from the solution explorer, and then click Import Solution or Export Solution in the ribbon.

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Import and Export Solution wizard guides you through the process.

2.3 Publish Customizations

When you develop/customize your CRM system, you will have to make several changes before you have to test something. When you create a new field, field must be added to a form before users can enter data and you might want to include the field in a view. Before you can make individual modifications visible to the user, you have to save the changes and then publish all the changes for the users.

Some components do not have to published. For example, process must be activated before they can be used, whereas Security Role are immediately updated as soon as they are saved. When you are creating custom activity entities you have to pay additional attention to it because the custom activity entities are immediately visible to other users.

2.4 Component Dependencies

Before deleting the component from the system, you have to make sure that no other component depends on it. If you try to delete a component without first removing these dependencies, the delete operation will fail and an error message is displayed.

To check what dependencies, exist for a component, select the component in the solution explorer and then click Show Dependencies.

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The results show the dependent components that depend on the component that you selected, and the required components on which this component depends.

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2.5 Required Components

The required components list shows the components that are required by the component that you select to show dependencies for. However, these required components will not prevent you from deleting the entity.


In the next blog I will let you know how the Entity Customization & Development will be done in Microsoft Dynamics CRM. So stay tuned to https://www.axpulse.com/blogs

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