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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Package a CRM solution...
Microsoft Dynamics CRM (Archived)

Package a CRM solution with Data

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Posted on by LindsayH 252

I am looking to package a CRM solution with data, which is ultra easy for customers to install. Those installing the solution will not have extensive knowledge of CRM or access to the CRM server (if on premise). Does anyone know how this can be achieved or of a tool which can do this.

Many Thanks for any help in advance.

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  • Suggested answer
    KZee Profile Picture
    KZee on at

    Hi,

    Solutions in CRM are not meant for data import but for customizations. You can use CRM sample data feature to import sample data into the system or build your own sample data for your customers.

    Following links shows what can be included in a solution package.

    msdn.microsoft.com/.../gg334576.aspx

    Following links show how to use sample data feature.

    blogs.msdn.com/.../create-sample-data-for-your-solution.aspx

    blogs.msdn.com/.../creating-custom-sample-data-for-microsoft-dynamics-crm-2011.aspx

    blogs.msdn.com/.../creating-custom-sample-data-for-crm-2011-advanced.aspx

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Only one option is to keep configuration data is xml webresource in solution, but still you need to think about getting data from these web resource and setup it if required.

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