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Remove CRM Customizations in prep for upgrade

Posted on by Microsoft Employee

The company I work for was bought out by a new company. We have been using a copy of the previous company's CRM. However we now want to upgrade from CRM 2011 to a newer version. During the upgrade process it gives an error about JavaScript/plug-ins referencing or using CRM 4.0. 

We only have basic information in CRM (clients, contracts, contract lines, cases, and activities) and simply want to remove all the developer customizations from the previous company. Is there a simple way to do this? It appears the process to manually update code is quite complicated since we do not have a developer on staff.

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  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Remove CRM Customizations in prep for upgrade

    Figured out the issue. Google Chrome was being used which didn't delete the reference properly. Using IE everything worked as expected. Thanks for the assistance

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Remove CRM Customizations in prep for upgrade

    No idea, that's just not how it is supposed to be.

    I would  probably try going to the form properties and removing the library from there..

    If nothing works, you can try doing it directly from the customization.xml file (export the solution, unzip, open that file, find the reference, remove, package everything back to zip file, re-import)

    But it's all about trying to do the same in a different way

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Remove CRM Customizations in prep for upgrade

    Alex or anyone else, any ideas why the javascript automatically comes back?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Remove CRM Customizations in prep for upgrade

    Alex, yes I have clicked "ok", "save", and even "publish customizations" yet it automatically comes back

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Remove CRM Customizations in prep for upgrade

    Did you click "ok" and, then, "save" on the form after that?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Remove CRM Customizations in prep for upgrade

    Here is a screenshot. I opened up the form and went to 'Change Properties'. I found the reference to the Javascript (see red circle) and clicked remove. It appears like it is removed. However, after re-opening Change Properties it comes right back.

    2388.Untitled.png

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Remove CRM Customizations in prep for upgrade

    It should not have come back - wondering how it looks like, though. Maybe you could post a screenshot of what you tried that did not work.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Remove CRM Customizations in prep for upgrade

    Thanks for sharing the info, Alex. Will definitely look into it further.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Remove CRM Customizations in prep for upgrade

    Alex, thanks for the suggestions - I'll look into that tool.

    I have found and been able to delete some javascripts. Others are used on forms as you have mentioned. I have opened up these forms and gone to properties where I see the javascript referenced. I deleted the reference but it came back automatically. This happens even after saving and publishing customizations. Any suggestions to permanently git rid of javascripts tied to forms?

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Remove CRM Customizations in prep for upgrade

    If you wanted to delete all plugin customizations, it should be simple enough:

    - Get pluginregistration tool from SDK, connect to CRM, and delete those plugins (BUT only delete your custom plugins)

    It would be more complicated with javascripts - you can delete all custom javascript web resources from Dynamics, but, if they are used on some forms, you'll probably start getting errors there (and it's not clear if you are using such customizations for the entities you mentioned originally). So there might be an extra step after that where you'd have to update dynamics forms to remove all those event handlers

    None of that would involve coding, though (but there is a risk you'll loose some functionality which you are actually using and which is covered by those customizations)

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