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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Why does the setting f...
Microsoft Dynamics CRM (Archived)

Why does the setting for which area displays an entity is not work when solution is imported on to a CRM Online instance

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Posted on by cranialsurge Microsoft Employee

I have a custom entity that I have chosen to display under the 'Sales' area by enabling the 'Sales' checkbox under the 'Areas to display under' setting for the given entity in my on prem. unmanaged solution. However whenever I import this as a managed solution on to a CRM Online tenant, this setting does not carry over. It gets disabled and my custom entity does not show up on the target online environment. Am I missing something?

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  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    Did you published your unmanaged solution before exporting as Managed?

    Also check this custom entity is in your managed solution xml.

  • cranialsurge Profile Picture
    cranialsurge Microsoft Employee on at

    This partially helped: support.microsoft.com/.../2500942

    Now, I see the 'Sales' area checked in the entity settings for my custom entity in the exported solution on the CRM Online org. as well. This was unchecked earlier as mentioned in my original post. I followed the article

    I linked above and added the sitemap to client extensions to my unmanaged solution onprem, published and exported it as managed and then imported it to the Online org. However even though this checkbox is ticked, I still don't see it as a tile in the navigation bar under Sales. I do have the entity as part of the solution and can even access it via advanced find. Any suggestions?

  • cranialsurge Profile Picture
    cranialsurge Microsoft Employee on at

    Yes, I made sure I did both. I've updated with partial progress above.

  • Verified answer
    cranialsurge Profile Picture
    cranialsurge Microsoft Employee on at

    My bad, had to refresh the page, my custom entity does show up now. The page was just cached, a force refresh helped. So the support link I pasted worked -> support.microsoft.com/.../2500942

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