Custom solution Vs default solution

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Posted on by Ahmad Saud

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Dear all

I don’t really understand the relation between custom and default solutions, in my case, I have created a custom solution and I have added/created all the new/existing entities I need, I also have created some processes, what I don’t understand why these processes are also available in the default solution?

I also need to know what happens if I delete these processes from default solution, will this make them deleted from the custom solution as well?

Second point, I started using CRM configurationMigration tool, I created a schema and I added all related entities (all), but when importing the data on the new destination instance, I received hundreds of errors, mainly related to dependencies.

Any idea or resource to help me use it professionally? Also is it the right tool for migrating booth DATA and CONFIGURATIONS?

Thanks.

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Ahmad Saud 790 on at

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dear all

is "CRM Configuration Migration" the best and easiest tool to migrate a sandbox to production (production is new)? and does this tool migrate both data and configurations ?
also please help me with a good link to understand how this tool works because i tried to use it (after reading some pages and watching some videos) , but I ended up with too many errors, although i included all entities when i did the export.

please help with some good resources.

thanks,

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David Jennaway 14,065 on at

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The default solution is unlike other solutions, in that all components are necessarily part of the default solution, irrespective of which other solution(s) they are in. If you delete a component from the default solution (or from another solution), then it will be deleted from the organisation and hence all solutions. For solutions other than the default solution, you can remove a component from that solution, which will not delete it from anything else; however, as all components are necessarily part of the default solution, it is not possible a remove a component from the default solution.

Dependencies need careful consideration, whichever tool you use to move components between instances. The problem with taking the option to add all related entities is that this option does not also check the dependencies of the related components

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Wayne Walton 13,730 on at

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All custom solutions are a subset of the default solution. the default solution is everything, and is managed by the system. Everything you build in any custom solution i automatically part of the default solution for this reason. Deleting anything from the default solution deletes if from your system.

In short, never, ever work in the default solution, only use it to have a whole-system view if you need.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Just for your understanding Default solution contains everything available inside CRM. When you add/change/delete (not remove from solution) in custom solution you will see the same changes in Default one.

ConfigurationMigration tool is tool for data migration. It will not move customizations. It's called "Configuration"migration because it was created to move some configuration data between instances.

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Ahmad Saud 790 on at

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thanks, so :

1. what is the best way to make my custom solution contains everything it needs so export/import dont fail?

2. if this tool is not the right tool for migrating CONFIGURATIONs , then what is the right way of doing this without ending up with hundreds of import errors?

thanks,

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Ahmad Saud 790 on at

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thanks Wayne, so what is the different when i execute "Publish all customizations" from default solution vs the custom solution? do they have the same effect?

thanks,

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a33ik 84,331 Most Valuable Professional on at

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1. Create a solution and put everything you customized inside it, make sure that all dependent components either inside solution or already present in destination. Export from source, import to destination.

2. The best tool - your brain and hands. Just do what I told in 1 and you're ok. I'm using this approach since solutions were introduces in 2011.

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gdas 50,091 Moderator on at

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Hi ,

You can say Default solution is the Main Container and the custom solution is nothing but its a layer of identifying the components of main container which are reference to a custom solution.

Here are few reference of Configuration Migration tool.

technet.microsoft.com/.../dn647422.aspx

www.youtube.com/watch

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Ahmad Saud 790 on at

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thank you Andrew , i really appreciate your advice. i will try and update you.

regards.

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