Export Solutions Easily in Just 6 Steps: Dynamics CRM

Export Solutions Easily in Just 6 Steps: Dynamics CRM

Follow the below steps to export a solution from Dynamics CRM.

Step 1: Go to Setting > Solution.

In the list, select the solution you want to export and click Export Button.

By default, every solution is created as an unmanaged solution. For example, you can create new entities, forms, fields, etc., in the context of this new solution.

Export

Step 2: Click on Publish All Customizations. It will take time to publish after it completes; click on Next.

publishcutomization

Step 3: On click of the Next button, it will open Export System Settings (Advanced). you can choose system settings to include in your solution. Select them and click Next.

ExportSetting

Step 4: It will open a pop-up to select Package Type; select the type whether the user wants an unmanaged or managed package. For example, export an unmanaged solution. Click Next.

Packagetype

Step 5: Click on the Export button to download the solution file. Save your zip file.

Step 6: After a few seconds, it will download the package in the Downloads folder of your system.

Downloads

So this is how users can export a solution as unmanaged or managed.

 

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

Riddhi Faldu

Riddhi Faldu

Riddhi is a firm believer of serenity and writing is something that keeps her grounded. Being a Computer Engineer by qualification, understanding and writing about tech comes to her naturally. It wouldn't be wrong to call her diligent as she likes pushing herself and others to bring the best on table. In leisure time, she likes practicing calligraphy and wishes to master the beautiful concoction of ink and words.

Read Related Blogs About Dynamics 365 Portal

Doctor Management in Healthcare: Streamlining Collaboration with a Dynamics 365 Partner Portal

Doctor Management in Healthcare: Streamlining Collaboration with a Dynamics 365 Partner Portal

8 Min
How a Dynamics 365 Customer Portal Improves Patient Management in Healthcare

How a Dynamics 365 Customer Portal Improves Patient Management in Healthcare

7 Min
What Makes CRMJetty’s No-Code Portal the Answer to Your IT Bottlenecks?

What Makes CRMJetty’s No-Code Portal the Answer to Your IT Bottlenecks?

10 Min
To Top