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What is the best way to backup a solution?

Posted on by 190

For backing up a solution is it better to export the solution or do a clone?  Any references please link.  Thanks. 

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: What is the best way to backup a solution?

    Hi,

    You can also Automate solution backup

    xrmdynamicscrm.wordpress.com/.../

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: What is the best way to backup a solution?

    Hi,

    Yes.

    You're right!

  • bp3378 Profile Picture
    bp3378 190 on at
    RE: What is the best way to backup a solution?

    I’m trying to use ribbon workbench and before I publish I want to make a copy of the solution in case it gets messed up.  So I guess exporting the solution is the option I should use?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: What is the best way to backup a solution?

    Hi bp3378,

    Exporting a solution will allow you to transport your configuration changes from one environment to another or to store your configuration into your source control system. 

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/export-solution?view=op-9-1 

    When you want to plan your next version of the solution, you usually want to rollup all of the patches that were released for the base solution into the new solution, before you can add new changes in there. This can be done using the “Clone Solution” button. 

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/use-segmented-solutions-patches-simplify-updates?view=op-9-1 

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