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How can we export lead entity(main form) from one instance to another ?

Posted on by Microsoft Employee

Hi,

How can we export lead entity(main form) from one instance to another ? Can anybody suggest me the process.

Any help many Thanks,

Shaik Ahammad Ali.

*This post is locked for comments

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How can we export lead entity(main form) from one instance to another ?

    Please add the required fields and webresources as per this screenshot from source environment.

    e.g. you need to add new_companyname field on lead entity.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: How can we export lead entity(main form) from one instance to another ?

    Take a look here- www.powerobjects.com/.../troubleshooting-solution-import-errors

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: How can we export lead entity(main form) from one instance to another ?

    Hi,

    All these messages means the particular component is not included in your solution and also doesn't exists in your target. For example, if you are moving the form which has a field called "Company Name)" then this field should either be in your solution or should already exists in your target. The other reason for these messages is due to the managed solutions, in your screenshot, it seems you have a managed solution called Kinkedin in your source but you do not have that managed solution in target. You need to have the same managed solution .

    Hope this helps.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How can we export lead entity(main form) from one instance to another ?

    The Solution is exported but when  importing the solution the following error is throwing.And Import option is not working.

    6012.Import-error.PNG

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: How can we export lead entity(main form) from one instance to another ?

    Hi,

    You need to create a solution (Setting >> Solution) and then add the lead entity (just the form). Export this solution and then import it on your target organization.

    www.youtube.com/watch

    www.magnetismsolutions.com/.../dynamics-crm-2016-adding-entity-components-to-a-solution

    Hope this helps.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How can we export lead entity(main form) from one instance to another ?

    You can create a Solution and add the lead entity and it's form to it and export it to target environment.

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