Development in Microsoft Dynamics CRM

Overview of this Blog:

In this blog you will get the knowledge;

·         What is Solutions in Microsoft Dynamics CRM?

·         Types of Solutions.

·         How to create a new Solution in Microsoft Dynamics CRM.

·         How to create a new Publisher in Microsoft Dynamics CRM.

·         What are the Component in Microsoft Dynamics CRM?

·         How to add Components in your Solution to start Customization/Development in your Microsoft Dynamics CRM.

·         How to Export/Import Solution from/in Microsoft Dynamics CRM.

·         Why to Publish Customizations in your CRM Environment?

·         What are Component Dependencies and Required Components in Microsoft Dynamics CRM.

In Microsoft Dynamics CRM 2016 you can make changes with “point and click”, but for some of the requirements you have to use other methods such as writing HTML, Silverlight (XAP), Style sheet (XSL, CSS), Data (XML) and JavaScript to manage client side behavior of forms, .Net plug-in for the most complex task or building workflows to automate your process.

1.0   Microsoft Dynamics CRM Solutions

Solutions in Microsoft Dynamics CRM package together a set of custom components that work with one another to provide functionality that some or all users must have. In other words, a Solution is a way to organize customizations that you make to the system to meet a specific set of requirements. It can be export and import from the system for testing or to use in production environment.

Default Solution

When you create an Organization in Microsoft Dynamics CRM, system creates a Solution named Default Solution that contains all the components in the system. You can modify the components of the system in the Default Solution directly. You can also export or import Default Solution into another Microsoft Dynamics CRM Organization.

It is important to note that You are not able to export the Default Solution as a Managed solution. Anything that you add or modify in your Solution will update the Default Solution.

Types of Solution

There are two types of Solution in the Microsoft Dynamics CRM Managed and Unmanaged. During the export process, you can determine whether a solution is managed or unmanaged.

Managed Solution

These Solutions are used to distribute customizations. We make Managed Solutions only during the export process. If you import Managed Solution, no changes are made to the system components. Components of a managed solution could be locked down by using managed properties to prevent any changes that might interrupt the functionality of the solution. When you delete a managed solution it deletes all the components that are imported with that solution, and leaves the system the same as before the solution is imported.

Unmanaged Solution

These Solutions are used for the internal changes that are being deployed from one system to another. You cannot uninstall unmanaged solution but you can delete it. The deletion of unmanaged solution cannot delete any component from the system, regardless of whether the Solution is created in this system or the solution is imported.

1.1 Create a New Solution

To create a new solution, you have to follow these steps.

1.       Sign in to your Microsoft Dynamics CRM with an account that have Security Role System Customizer or System Administrator.

2.       On the navigation bar, click to Mian, click to settings and then click to the solution.

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