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Microsoft Dynamics CRM (Archived)

CRM version control on forms, settings and configurations

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Posted on by 100
In Microsoft CRM, if you customize a form, settings, configurations and publish it, can you roll back to the default version as well??? Also how do you export customizable forms??

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  • Suggested answer
    Misael Pérez Profile Picture
    100 on at

    Well, the best way to roll back to default version is to export customizations before make changes. So if you want to rollback, simply import the backup customizations. If you have already create modifications and dont have a backup of customizations, just export/import from another fresh vanilla organization.

    For the second question: Im thinking, how you export the form? well, just go to settings, then export customizations, select the entity you want to export and click export. You dont export only the form, you export the complete entity.  

    Let me know, if this answered your question.

  • arif121088 Profile Picture
    100 on at

    So I've made customizations. I have yet to publish them for fear of losing CRM's default view. after I publish the customizations, is there any way to just revert back to CRM's default view with exporting/ importing. I like my customizations but I also don't want to lose the intial CRM's default view. Is there a simple way to just revert back to the default view that CRM offers??

  • Misael Pérez Profile Picture
    100 on at

    If you have a backup of customizations before import new ones, you will can restore the default. If you don't have any backup and you already made customizations and publish, you can create a new organization and export customizations from there, then import to the existing if you want to roll back your changes. You dont have to select all, just the entities you changed. Sadly CRM doesnt have something like "Restore Default", that in some cases can be good too.  Everything must be made through the export/import of customizations.

    Let me know, if this answered your question.

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