Import solution from On-prem Dynamics CRM 2016 to D365 Online version

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Posted on by nidnani

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Hi,

I am trying to import a customized solution from my On-prem Dynamics CRM 2016 version (8.1.1.1005) to the D365 Sales Professional Online Version (Server version: 9.1.0000.11139, Client version: 1.3.199-1911.3)

I did the import which worked well, then I published the solution and did not get any error message.

But when I go to create a new lead I do not see my customizations.

Any suggestions? How can I get it working?

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SergioMarques on at

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Hello,

Can you quickly check if the formId is the same that you customized in 8.1 version?

From 8.1 to 9.1, forms and other components changed quite a bit, so validate if the form you have customized is the same as the one you are opening.

To do this, you can go to Settings -> Customize the system -> Expand Entities -> Lead -> Forms -> Open your form -> Check the URL

Thank you.

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Mayank Pujara 830 on at

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did you imported this solution as managed or un-managed? if it was managed may be default unmanage solution overrides the changes.. worth going in the customization area and check this..

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nidnani 285 on at

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Hi there, to fix this issue I created new environment and started the import process from scratch and that solved the problem. Now I have all my customization in online version.

But i am missing "+New" option in one of the lookup field. Any idea how to fix that?

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gdas 50,091 Moderator on at

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Hi,

Could you please check your security role , might be you wont have CREATE access for the lookup entity.

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nidnani 285 on at

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Hi i have the system admin role.

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gdas 50,091 Moderator on at

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Is it possible to share screenshot .

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nidnani 285 on at

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Here you go. Missing +New option.

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SergioMarques on at

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What is the logical name of the relationship?

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nidnani 285 on at

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Logical Name as in? Its the Lookup view for the custom entity.

I have also shared screenshots on this post

community.dynamics.com/.../1003668

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SergioMarques on at

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I had a look to the arcticle you linked. I believe Mustafa mentioned to try open the same record in the web client.

To do so, you can:

- Copy the URL of your current record. Example: https://contoso.crm.dynamics.com/main.aspx?appid=39d848b2-8c34-ea11-a812-000d3a53014b&pagetype=entityrecord&etn=lead&id=ed975ea3-531c-e511-80d8-3863bb3ce2c8

- Remove the appid and replace by: forceClassic=1
Example:

Before:

https://contoso.crm.dynamics.com/main.aspx?appid=39d848b2-8c34-ea11-a812-000d3a53014b&pagetype=entityrecord&etn=lead&id=ed975ea3-531c-e511-80d8-3863bb3ce2c8

After:

https://contoso.crm.dynamics.com/main.aspx?forceClassic=1&pagetype=entityrecord&etn=lead&id=ed975ea3-531c-e511-80d8-3863bb3ce2c8

Then validate if the button is also missing there.

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