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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to create upgrade ...
Microsoft Dynamics CRM (Archived)

How to create upgrade version of existing project in Microsoft Dynamic CRM?

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Posted on by Community Member

Hello,

I have create a small plug in and I have released it with version 1.0.0. Now I want to add some advance functionality in it and release again with Version 1.1.0. I am beginner of Microsoft Dynamic CRM. I don't know how to keep existing data.

I have tried by following.

1- I have created Managed Plugin and released 1.0.0.
2- Now I have added few new functionalities and released new version 1.1.0.
3- I have removed older version 1.0.0 from CRM Account and added new version 1.1.0.


But when user import new version 1.1.0, the old data of version 1.0.0 lost. I want to keep all existing data when user add newer version.

Can anybody suggest me steps or link about how to manage?

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  • Suggested answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi,

    Start with your 1.0 solution and register the new plugin as an update to the 1.0 plugin. When you register, make sure to include all the activities. Once you update your solution number, a user will be able to import 1.1 over 1.0 without losing anything.

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

  • Community Member Profile Picture
    Community Member on at

    Hi,

    1-Register the new plugin as an update to the 1.0 plugin: can you please suggest me what steps should I follow for it?

  • Suggested answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Sure. Start with your 1.0 unmanaged solution. In the plugin registration utility, select your assembly that you'll be updating. In the ribbon, there's a button Update. Select this and it'll pop up a new window where you select your assembly. Pick the new assembly, and click the checkboxes for any activities to include. That's it!

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

    Aiden

  • Community Member Profile Picture
    Community Member on at

    Thank you Aiden.

    I don't anything about Plugin Registration Utility. I process following steps to create Manage package. During this process, I never find setting of Version.

    1- Go to Solutions

    2- Select Package to Export and Click on Export.

    3- Publish All customization --> Select Manage Package Option --> Close.

    Can you please suggest me where to get Plugin Registration Utility? Is it inside Microsoft CRM Account? Please suggest further steps.

  • Community Member Profile Picture
    Community Member on at

    I apologies, I forgot this. What is assembly? How can I create assembly and manage it? I never worked with Microsoft Visual Studio Projects for CRM purpose as I can add all the functionalities through Webresources.

  • Suggested answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    If you solution is just customizations, you don't need to worry about the plugin utility.

    To update the solution number, open you unmanaged solution in CRM and click on the information line (above all the components like Entity, Process, etc). On the information section you'll see version number and you can update it there.

    EDIT: If all your functionality is in the web resources, they'll be packaged with the solution and there won't be any assemblies to register (for plugins or workflows). 

  • Community Member Profile Picture
    Community Member on at

    Thank you so much.

    I just got information that my colleagues has added a workflow.

    I have workflow to manage the Licensing functionality. I use "PluginRegistration" (\CRMSDK7.0\SDK\Tools\PluginRegistration) tool to add the assembly for Licensing. I don't know whether it is same of "Plug In Registration Utility". So, now I have all the Web-resources and Licensing flow from Plug In Registration tool.

    Let me describe changes in both version.

    1- Version 1.0.0 has License concept. I have added few fields in some entities. Created new entities and views. (i.e Product has few new field)

    2- Version 1.1.0 has few enhancement. I have added few more entities. Modified existing entities in terms of adding new fields.

    Can you please suggest me whether I should go with the steps you have suggested in very first comment (if so, please suggest me how to create assembly for it?) or Do I need to follow the steps you have suggested in very last comment?

  • Verified answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi,

    Yes, that's the same program I was referring to. It sounds like everything it right. You want to go into your solution and make sure your workflow is added (under the Process section), and verify the plugin is included in the "Plug-in assembly" section.

    Thanks,

     Aiden

  • Community Member Profile Picture
    Community Member on at

    Aiden: "To update the solution number, open you unmanaged solution in CRM and click on the information line (above all the components like Entity, Process, etc). On the information section you'll see version number and you can update it there."

    Okay. I will follow above process

    I will let you know the result.

    Thanks again.

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