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Dynamics 365

Create Dynamics 365 solutions in the maker portal

Create a solution and add components using the maker portal or legacy experience.

Create Dynamics 365 solutions in the maker portal

Introduction

In Microsoft Dynamics 365, Solutions are basically containers used for importing customization components from one environment to another – i.e., from development to QA environment or from QA to production.

Types of Solutions-

  • Default Solution
  • Managed Solution
  • Unmanaged Solution
Screenshot from the DVMSKE tutorial
Introduction — screenshot 1 View full size

1. Default Solution

This is a special solution that contains all components in the system. The default solution is useful for discovering all the components and configurations in your system. In addition to the default solution, you can create more solutions which can be exported in other environments in two types of packages – managed and un-managed.

  • Managed Solution:

A managed solution is a completed solution that is intended to be distributed and installed. An unmanaged solution is one that is still under development or isn’t intended to be distributed. When the unmanaged solution is complete and you want to distribute it, export it and package it as a managed solution. Managed solutions can be installed on the top of the system solution or other managed solutions.

  • UnManaged Solution:

Unmanaged solutions are groups of unmanaged customizations. Any unmanaged customized solution component can be associated with any number of unmanaged solutions.

When a solution is unmanaged, you can perform the following actions:

  • Add components.
  • Remove components.
  • Delete components that allow for deletion.
  • Export and import the unmanaged solution.
  • Export the solution as a managed solution.

*When you import an unmanaged solution, you can edit its components in the new organization.

METHOD 1

Create a solution in MSCRM using the Legacy Method

  • Click on this setting button on top right corner and click on the advanced settings.
Screenshot from the DVMSKE tutorial
Create a solution in MSCRM using the Legacy Method — screenshot 2 View full size
  • Then click on dropdown in front of settings, and the click on solutions.
Screenshot from the DVMSKE tutorial
Create a solution in MSCRM using the Legacy Method — screenshot 3 View full size
  • After clicking on solutions, a new window will appear. There click on the first option i.e., new solution.
Screenshot from the DVMSKE tutorial
Create a solution in MSCRM using the Legacy Method — screenshot 4 View full size

Example

Enter all the details for the new solution.

Click on save. Solution will be created.

Screenshot from the DVMSKE tutorial
Example — screenshot 5 View full size
ColumnRequired LevelDescription
Display NameRequiredGive the display name of your solution which you want to display in solution list.
NameRequiredwill come automatically (unique name).
PublisherRequiredGive whether default publisher or you can create a publisher  who is making customizations.
VersionRequiredGive the version or just type 1.0.0.0
DescriptionOptionalGive the description what you are doing in this solution or your business requirements.

     

Now you can add subcomponents to your solution where you want to do the customizations as per your business requirements.

Screenshot from the DVMSKE tutorial
Example — screenshot 6 View full size

Adding components in the solution

Adding entity in the solution

  • Go to entity
  • Click on add existing to add and existing entity.
  • Click on new to create a new entity.
Screenshot from the DVMSKE tutorial
Adding components in the solution — screenshot 7 View full size

Click on add existing, select the entity you want to add. Click on ok.

Adding components in the solution — screenshot 8
Adding components in the solution — screenshot 8 View full size

Select the subcomponets which you want to add. Click on finish.

Adding components in the solution — screenshot 9
Adding components in the solution — screenshot 9 View full size

Entity is added to your solution.

Adding components in the solution — screenshot 10
Adding components in the solution — screenshot 10 View full size

METHOD 2

Create a solution in MSCRM using the Power Apps Portal

Screenshot from the DVMSKE tutorial
Create a solution in MSCRM using the Power Apps Portal — screenshot 11 View full size
    • In the new solution form enter Display name, Name, Publisher and Version and click on create.

    *Note-You can either add the CDS Default Publisher or create a new publisher by clicking on new publisher

Screenshot from the DVMSKE tutorial
Create a solution in MSCRM using the Power Apps Portal — screenshot 12 View full size
  • Now your solution is created successfully.
Screenshot from the DVMSKE tutorial
Create a solution in MSCRM using the Power Apps Portal — screenshot 13 View full size
  • Create new subcomponents by click on new.
  • Add existing subcomponents by click on Add existing.
  • After completing customizations, Click on Publish all customizations.
Screenshot from the DVMSKE tutorial
Create a solution in MSCRM using the Power Apps Portal — screenshot 14 View full size

Adding components in the solution Using PowerApps

Click on add existing, click on component you want to add, I am adding a table.

Adding components in the solution Using PowerApps — screenshot 15
Adding components in the solution Using PowerApps — screenshot 15 View full size

Select the contact entity. Click on next.

Adding components in the solution Using PowerApps — screenshot 16
Adding components in the solution Using PowerApps — screenshot 16 View full size

You can add subcomponents you want to add.

Adding components in the solution Using PowerApps — screenshot 17
Adding components in the solution Using PowerApps — screenshot 17 View full size

Entity is added to the solution.

Adding components in the solution Using PowerApps — screenshot 18
Adding components in the solution Using PowerApps — screenshot 18 View full size

Need help applying this to your business?

Talk to our team about your systems and next step.

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