Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Reset all customization and data configutration for CRM Portal

Posted on by 1,258

Is it possible for me to reset everything that I've done with my CRM Portal?

I would like to start from a vanilla portal.

*This post is locked for comments

  • Suggested answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at
    RE: Reset all customization and data configutration for CRM Portal

    Hi Marjorie,

    You have two options:

    Option 1: Clear your all Portal Configuration manually.

    Option 2: Uninstall your CRM Portal by deleting the solutions in below order:

    • MicrosoftIdeasWorkflows
    • MicrosoftIdeas
    • MicrosoftForums
    • MicrosoftBlogs
    • Feedback
    • KnowledgeManagement
    • CustomerService
    • CommunityPortal

    Then uninstall the core solutions in this order.

    • MicrosoftWebForms
    • WebNotification
    • MicrosoftIdentity
    • MicrosoftIdentityWorkflows
    • MicrosoftIdentitySystemWorkflows
    • MicrosoftCrmPortalBaseWorkflows
    • MicrosoftCrmPortalBaseSystemWorkflows
    • MicrosoftCrmPortalBase
    • MicrosoftCrmPortalDependencies

    I may have missed something or order may be slightly different in your case, but hopefully, you get the idea.

    Also, refer community.dynamics.com/.../dynamics-365-uninstalling-microsoft-portals-steps for more information.


    If found useful, please mark the answer as verified.


    Cheers
    Arpit
    https://arpitmscrmhunt.blogspot.com

  • MRVIX Profile Picture
    MRVIX 1,258 on at
    RE: Reset all customization and data configutration for CRM Portal

    Hi Oliver, I don't have a solution for this yet. I kept this question open, because I'm really interested if there will be a way for us to reset all customizations without re-installing the solution.

  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: Reset all customization and data configutration for CRM Portal

    Marjorie, did you get this one solved ?

    My case I have a Custom Portal, in other threads people say to uninstall the Customer Service solution in CRM and install through the Portal Admin, but for me it didn't really re-install the solution

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Reset all customization and data configutration for CRM Portal

    Hi Marjorie,

    if you solved the problem thanks to an answer, please mark it as verified to encourage the community to provide more and more a better support. Thank you. Francesco

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Reset all customization and data configutration for CRM Portal

    Hi Marjorie,

    you could uninstall and reinstall solution.

    Please let me know if you solve.

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • MRVIX Profile Picture
    MRVIX 1,258 on at
    RE: Reset all customization and data configutration for CRM Portal

    Hi Craig, unfortunately I still don't have a solution for this one. :(

  • acraigx Profile Picture
    acraigx on at
    RE: Reset all customization and data configutration for CRM Portal

    Hi Marjorie - any luck getting a solution?  I'm in the same situation.  I started with a trial of the Customer Self-Service portal and realized quickly that I would have been better off trying out the custom version instead.  Were you able to find a method of resetting the portal?

    Thanks

    Craig

  • MRVIX Profile Picture
    MRVIX 1,258 on at
    RE: Reset all customization and data configutration for CRM Portal

    Hi Mark, sorry but I still don't have a solution for this.

  • Mark Otto Profile Picture
    Mark Otto on at
    RE: Reset all customization and data configutration for CRM Portal

    Hi Marjorie, do you habe a solution how to reset a Portal to vanilla?

  • MRVIX Profile Picture
    MRVIX 1,258 on at
    RE: Reset all customization and data configutration for CRM Portal

    Do you mean, I need to manually remove my changes from CRM?

    I'm using CRM Online. With the old ADX, we just reinstall the solutions to do this. Not sure how will I do it now.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans