Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Import solution from O...
Customer experience | Sales, Customer Insights,...
Answered

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

(0) ShareShare
ReportReport
Posted on by nidnani 285

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?

  • nidnani Profile Picture
    nidnani 285 on at
    RE: Import solution from On-prem Dynamics CRM 2016 to D365 Online version

    Thank you so Much. Aprreciate it!

  • Verified answer
    SergioMarques Profile Picture
    SergioMarques on at
    RE: Import solution from On-prem Dynamics CRM 2016 to D365 Online version

    You can go to the admin.powerplatform.microsoft.com and change the the organization to not open always in Unified Interface mode:

    Environments -> Click the three dots in your environment and click Settings -> Expand Product -> Click Behavior -> Disable "Use only the unified interface"

    Then your users can use the web client for navigating Dynamics 365, and use a model driven app for mobile access.

    However, the action I recommend if for you to disable the setting "Read-only in mobile" for your custom entity.

    Does SLA enhanced KPI works on the Online version? - Yes 

  • nidnani Profile Picture
    nidnani 285 on at
    RE: Import solution from On-prem Dynamics CRM 2016 to D365 Online version

    Amazing Sergio. Thank you so much for your detailed explanation.

    I am new to D365 online and just moved my custom on-prem solution to online. So trying to get it worked as before.

    Also, is there a way that I can provide 1 link to my users and if they are using the web they go to Legacy and if mobile then they go to App?
    and does SLA enhanced KPI works on the Online version?

  • Verified answer
    SergioMarques Profile Picture
    SergioMarques on at
    RE: Import solution from On-prem Dynamics CRM 2016 to D365 Online version

    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.

  • nidnani Profile Picture
    nidnani 285 on at
    RE: Import solution from On-prem Dynamics CRM 2016 to D365 Online version

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

    I have also shared screenshots on this post

    community.dynamics.com/.../1003668

  • SergioMarques Profile Picture
    SergioMarques on at
    RE: Import solution from On-prem Dynamics CRM 2016 to D365 Online version

    What is the logical name of the relationship?

  • nidnani Profile Picture
    nidnani 285 on at
    RE: Import solution from On-prem Dynamics CRM 2016 to D365 Online version

    Here you go. Missing +New option. 

    Missing-New-option.JPG

  • gdas Profile Picture
    gdas 50,089 Moderator on at
    RE: Import solution from On-prem Dynamics CRM 2016 to D365 Online version

    Is it possible to share screenshot .

  • nidnani Profile Picture
    nidnani 285 on at
    RE: Import solution from On-prem Dynamics CRM 2016 to D365 Online version

    Hi i have the system admin role.

  • Suggested answer
    gdas Profile Picture
    gdas 50,089 Moderator on at
    RE: Import solution from On-prem Dynamics CRM 2016 to D365 Online version

    Hi,

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

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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,430 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans