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Microsoft Dynamics CRM (Archived)

Solution - Customization - MSCRM 2016

Posted on by 3,702

Hey, 

I have made some customization in lead entity and Campaign entity, now want move this customization to another organization as a solution how to do this?

Guide me Please

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  • Verified answer
    Kishor Kumar Profile Picture
    Kishor Kumar 3,702 on at
    RE: Solution - Customization - MSCRM 2016

    Thanks Scott! It worked perfectly!

    Got more info from this link too

    www.microsoft.com/.../export-your-customizations-as-a-solution.aspx

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 50,177 on at
    RE: Solution - Customization - MSCRM 2016

    HI Kishor,

    Customisations are moved between CRM Organisations using Solutions. You will need to:

    1. Create a solution and publisher

    2. Add the lead and campaign entity to the solution

    3. Export the solution  (I recommend unmanaged if you are in controll of both organisations)

    4. Import into the target org

    See msdn.microsoft.com/.../gg334576.aspx for more information

    Hope this helps

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