Getting Started

About Importing a Solution

You can import--or install--a new solution as a managed solution or unmanaged solution. When you import a solution created by a partner or ISV, it's imported into your Microsoft Dynamics CRM organization as a managed solution. We also recommend that you import any solution that you create as a managed solution. This gives you the ability to use managed properties to control the customizability of solution components.

You can export an unmanaged solution to use as a backup, to make it transportable for development, or to import the added functionality and user interface customizations in another Microsoft Dynamics CRM organization.

You can only import items that you have organization-level access to create, read, and update, and you must have the System Administrator security role to import security roles or organization settings.

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