web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM Solution design
Microsoft Dynamics CRM (Archived)

CRM Solution design

(0) ShareShare
ReportReport
Posted on by Community Member

Hi,

I am newbie working on Dynamics CRM 2016, Can any of the experts provide me a solution design template, What I mean is how do design an entity and its attributes, customizing the out of the box entities, forms, view etc.. I believe we need to create a document that give clear picture how many entities are required for a solution, forms, business process, views, relationships etc, If anybody can share a sample document that would be great help

Thanks

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Koen VdV Profile Picture
    Koen VdV 1,219 on at
    RE: CRM Solution design

    Hi Gopal555,

    I would suggest that you check out the Dynamics CRM Help section in any Dynamics CRM environment. Furthermore you could check the Dynamics Learning Portal or Customerportal.

    Furthermore I do not think one document can cover the wide range of questions you have asked.

  • Suggested answer
    Larry Merkelis Profile Picture
    Larry Merkelis 225 on at
    RE: CRM Solution design

    Hi,

    Solutions are a bit illusive. Depending on what you need to do - you can include only specific form in to solution so that you can modify it and export just the form information if required.

    Solutions do give you an option to add publisher prefix as well.

    If you're creating a specified solution that will need to be exported, that is where you include all entities, web resources, processes, etc. that would be modified.

    Solutions is a relatively recent addition to MSCRM added in 2013 version. This was done to simplify updating and exporting customisation data in a solution instead of using full system exports.

    Don't forget that solution customisations can get overridden by manual customisation or subsequently imported solutions.

    I haven't seen specific documents anywhere on what has or doesn't have to be in a solution.

    Hope this gives you a little bit of an insight how it works.

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

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
HR-09070029-0 Profile Picture

HR-09070029-0 2

#1
UllrSki Profile Picture

UllrSki 2

#3
ED-30091530-0 Profile Picture

ED-30091530-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans