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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / how can take backup of...
Microsoft Dynamics CRM (Archived)

how can take backup of all CRM solution

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Posted on by Tin 1,562

Hi All,

Can anyone guide me how can take backup of all CRM solution .

I know how to create solution.

I have to take a backup and upload it on other crm instance.

I am using crm 2016 online

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  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    Hi Tin

    in Settings > Solutions > Click on your solution, and there will be an 'export' button just above its the 4th Button from the left. This will allow you  to Save your solution locally as a backup.

    I hope that helps, Kindly Click 'Yes' to Verify :)

    Best Wishes, Raz

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    Open CRM - Settings - Solutions - choose solution you want to export and click export button. Download file and save it somewehere. Login to your second environment and then go to Settings - Solutions. Click import button and point appeared dialog to previously saved solution files. Click import.

  • Tin Profile Picture
    Tin 1,562 on at

    Thanks Andii,But how i can take backup for whole components.

    Is I have to select each and every component,one by one or there is some OOB feature?

  • Tin Profile Picture
    Tin 1,562 on at

    Thanks Raz,But how i can take backup for whole components.

    Is I have to select each and every component,one by one or there is some OOB feature?

  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    Hi Tin, you will have to export each solution individually.

    The other way is using code to create exports of your solutions?

    I hope this helps, Kindly click 'Yes' for my suggestion :)

    Best Wishes,Raz

  • Tin Profile Picture
    Tin 1,562 on at

    Raz,In solution we have lot of components i am asking.

    I had created solution now its blank.

    I guess,i have to add components from "Add existing" button.

    But,i found too much entity,plugin,steps,workflows.......so i have to select each and every component individually or is there any other option available that will treat it whole automatically.

  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    Hi Tin, when you select to import an object such as an entity, it will show a new screen when you can add all the other components manually, but on the top right corner there is a checkbox called 'Add All Assets'. This will add all the dependent objects for you automatically.

    Please confirm this helps by Clicking 'Yes' to Verify :)

    Best Wishes,Raz

  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    Hi Tin, all done?

    I believe I have answered this question, Kindly click 'Yes' to Verify My Answer in the green box

    Feel free to log another question if you have any, im more than happy to help :)

    Best Wishes, Raz

  • Tin Profile Picture
    Tin 1,562 on at

    Raz,i appreciate your knowledge first .

    That mean in a entity i have found 280 entities here one by one i have to checked 'Add All Assets' .Its very scary thing....

    Is there any other way? i need a quick way here CRM have huge schema .

  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    Hi Tin, you should not be adding all entities, you only need to add the ones you customise, or that you are creating. The other entities are standard entities that you do NOT NEED TO INCLUDE in the solution, as they will always be in the target.

    I think i understand why you were so confused now :)

    But i think are now getting there :)

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