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Creating a Publisher in Dynamics 365 and Power Platform

Guowei_Xu Profile Picture Guowei_Xu 407

Overview

Each Solution requires a solution Publisher, the publisher provides common customization constraints, like the prefix of new entity, attribute, relationship, etc.

When you create an Organization in CRM, a Default Publisher is created for the Organization, which can also be used as part of your Solution.

Because every solution has a publisher, you should create your own publisher rather than use the default.

Next, we're going to see how to create a Publisher in Dynamics CRM using classic mode and through Power Apps Maker Portal.

Create a Publisher through the Power Apps Maker Portal

1. Go to Power Apps Maker Portal, and from the top-right corner, select Environments, and then select an environment.

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2. From the left-side menu, select Solutions, and then select the Publisher tab.

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3. Select + New publisher button.

4. Fill in the required information in the New Form.

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Note: The following table lists the fields and descriptions that a Publisher contains.

Label

Description

Display Name

The name that to display in the Publisher lookup field in the solution.

Name

Microsoft Dynamics 365 generates a unique name is based on the Display Name. The unique name can only contain alphanumeric characters and the underscore character.

 Note

You use the Unique Name to uniquely identify a Publisher. Managed solutions that share the same publisher can update each other.

Description

Use this field to include any relevant details about your solution.

Prefix

The customization prefix helps you identify which publisher added a solution component. For example, the prefix is added to the logical name of any entities or attributes created in the context of a solution associated with this publisher. The prefix must be between two and eight characters long and can contain only alphanumeric characters. It cannot start with ‘mscrm’.

Option Value Prefix

This value lets you help separate options that you add to option sets to support merging options. A value is auto-generated based on the Prefix text to help make it more unique. The value must be between 10,000 and 99,999.

More information: Merge option set options

Contact Details

Use these fields to add information that will enable people who install the solution to contact you.

5. Once all the fields are completed, click on the Save button.

Create a Publisher through Classic mode

1. Go to Advanced Settings->Settings->Customizations. Click Publisher.

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2. Click New

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 3. New pop-up window will appear, please refer to step 4 in the previous section.

Conclusion

To conclude, it's recommended to create a publisher to uniquely identify our own changes from OOB(out-of-box).

The end.

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