Ottobre 23, 2020

Import and Export a solution from Dynamics 365

Dynamics 365 is by far the most popular enterprise resource planning and customer relationship management application developed by Microsoft. Like any other platform, it also lets user import and export solutions created on dynamics suits. Following is the quick step by step process to import and export solution from Dynamics 365:

Import a solution from Dynamics 365:

You can import solutions manually using the steps below. However, keep in mind that you should only import solutions that you’ve obtained from a trusted source. Customizations might include code that can send data to external sources. You can import the default solution only to the organization from which you exported it, but not into a different organization.

  • Go to Settings > and navigate to Solutions.
  • In the solutions list menu, choose Import.
  • In the Import Solution dialog, Select Solution Package step browse to the compressed (.zip or .cab) file that contains the solution you want to import.
  • Choose Next.
  • You can view information about the solution before you choose Import.
  • You may need to wait a few moments while the solution import completes. If it is successful, you can view the results and choose Close.
  • If you have imported any changes that require publishing, you must publish customizations before they will be available.

If the import isn’t successful, you will see a report showing any errors or warnings that were captured. You can choose Download Log File to capture details about what caused the import to fail. The most common cause for a solution import to fail is that the solution did not contain some required solution components.

When you download the log file, you will find an XML file that you can open using Office Excel and view the contents.

 

Export a solution from Dynamics 365:

When you are going to export solution, you always should export your unmanaged customizations periodically so that you have a backup in case anything happens. You cannot export managed solutions.

  • Go to Settings > Solutions.
  • In the list select the solution you want to export and choose Export.
  • In the Publish Customizations step you will be reminded that only published customizations are exported and you will have the option to Publish All Customizations before you choose Next.
  • If your solution contains any missing required components you will see the Missing Required Components step. You can disregard this warning only if you intend to import this as an unmanaged solution back into the original organization. Otherwise, follow the instructions in the dialog to cancel the export and add the required components.
  • In the Export System Settings (Advanced) step you can choose certain system settings to include in your solution. If your solution depends on any of the groups of system settings, select them and choose next.
  • See Settings options for solution export below for details about the settings that will be included with each option.
  • In the Package Type step, you must choose whether to export the solution as an Unmanaged or Managed solution.
  • The next step allows you to choose a target solution for a specific Dynamics 365 version. This option is typically used by ISVs who may want to export a solution that is compliant with a previous version. Unless you intend to import this solution into an organization that is not upgraded to the same version as the organization version you are using, accept the default.
  • Choose Export to download the solution file.
  • The exact behavior for downloading files varies between browsers.

About The Author

Founder & CEO of Logol AG www.logol.com Microsoft MVP Business Solutions Active member of Scrum Alliance with the certifications CSM and CSP I got Microsoft MCP, MCPD, MCTS certifications as well.Logol, pioneering specialist in the field of cloud-enabled digital transformation, is the first operator specifically created to implement modular programs designed to unleash breakthrough innovation and rationalize business processes. Founded and directed by an award-winning expert tapping directly into the vision of leading IT companies and spearheading forward-thinking digitalization projects, Logol addresses the needs of enterprises in all sectors as they embrace new technologies and organizational change in the era big data and artificial intelligence. Logol helps organizations leverage the power of the most advanced cloud technologies, offering end-to-end consultancy for total digital transformation and business process automation, employing agile methodologies and change management techniques for smooth transitions towards new business paradigms. Digital transformation programs are a milestone in a company’s business evolution and can be the basis of their success. Accompanying clients as they transform their business processes, Logol assists them in rethinking not only the scope of their technologies, but also the strategy, mindset and company culture that make digital transformation viable and effective. As digital transformation programs are successful only if approached with the highest professional competence, Logol selects and employs brilliant professionals who demonstrate outstanding technical expertise in the most advanced information technologies, in depth strategic knowledge of business processes and innovation, and refined soft skills to better support people and organizations facing change. Logol is headquartered in Switzerland and addresses the needs of both public and private sector players by promoting a comprehensive and proactive approach to digital transformation as a necessary step for inclusion and competitiveness in today’s digital economy.

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