Getting Started

How to Import or Export a Solution

Import a Solution

Important
  • Only import solutions that you've obtained from a trusted source. Customizations might include code that can send data to external sources.

  • When you import customizations or settings that already exist on the target system, the imported customizations will overwrite the existing ones. This situation can happen if you have already customized Microsoft Dynamics CRM, and then add new customizations provided by a third party.

Items available for import:

  • Custom and customizable entities, including view, forms, fields, relationships, and charts.

  • Client extensions.

  • Option sets.

  • Relationship roles.

  • Connection roles.

  • Security roles.

  • Field-level security profiles.

  • Reports.

  • Dashboards.

  • Templates.

  • Workflows and dialogs.

  • Plug-in assemblies.

    • System settings.

  1. In the Navigation Pane, click Settings.

  2. Under Customization, click Solutions.

  3. On the Actions toolbar, click Import.

  4. To browse through folders and locate a compressed (.zip) file or a cabinet (.cab) file that contains customizations and settings exported from Microsoft Dynamics CRM, click Browse.

    - OR -

    In the text box next to the Browse button, type the path and file name of a compressed (.zip) file or a cabinet (.cab) file that contains exported customizations and settings.

  5. Click Next.

    After the file is processed, click View solution package details to see a list of the solution components that were imported. If any of the items could not be processed successfully, a dialog box displays error messages.

  6. If you want to activate any workflows and enable any Microsoft Dynamics CRM SDK message processing steps included in the solution, select the Post Import Actions check box. The workflows and Microsoft Dynamics CRM SDK message processing steps will begin working as soon as the import is finished.

  7. Click Next.

    When the solution import is done, a message appears notifying you if it was successful. If any of the items could not be processed successfully, the dialog box displays error messages.

  8. If you have imported entity customizations you must publish them before they will be available:

    • To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.

    • To publish customizations for all unpublished components at one time, click Publish All Customizations.

      Note
      • You cannot import a custom entity with the same name as an existing entity.

      • You can import only items that you have organization-level access to create, read, and update.

      • You must have the System Administrator security role to import security roles or organization settings.

      • If you import customizations that include a language that is not installed on your system, any labels defined in the customizations will default to the base language of the Microsoft Dynamics CRM system the customizations were imported from.

      • All imported security roles will be attached to the root business unit.

If an imported security role originated from the same Microsoft Dynamics CRM system, any changes applied to the security role will be merged. All privileges on system entities for the security role will be replaced by privileges defined by the security role that is being imported.

Export a Solution

Items available for export:

  • Custom and customizable entities, including view, forms, fields, relationships, and charts.

  • Client extensions.

  • Option sets.

  • Relationship roles.

  • Connection roles.

  • Security roles.

  • Field-level security profiles.

  • Reports.

  • Dashboards.

  • Templates.

  • Workflows and dialogs.

  • Plug-in assemblies.

    • System settings.

  1. In the Navigation Pane, click Settings.

  2. Under Customization, click Solutions.

  3. In the list, select the unmanaged solution that you want to export, and then on the Actions toolbar, click Export.

  4. Only customizations that have been published are exported with the solution. If you have not previously published the customizations, in the Export Solution dialog box, click Publish All Customizations.

  5. Click Next.

  6. Select the check boxes for the settings that you want to export with the solution.

  7. Click Next.

  8. Read about your options, and then click either Unmanaged or Managed.

  9. Click Export.

  10. When prompted to open or save the compressed (.zip) file, click Save.

  11. Choose a location to save your solution, and then click Save.

If you want to develop or extend Microsoft Dynamics CRM functionality in the solution, see Introduction to Solutions for more information.

Important
Do not add additional files to a compressed (.zip) file that contains customizations and settings exported from Microsoft Dynamics CRM. Microsoft Dynamics CRM will attempt to import the first file in the compressed (.zip) file. If that is not a valid file the import will fail.

Some user information may be exported when exporting workflows, for example, the domain logon, the Forms Authentication user name, or the Windows Live unique user identifier (PUID) value.

Applies To:

Microsoft Dynamics CRM Online December 2012 Service Update

(For CRM Online, CRM 2013, and CRM 2015, see CRM Help & Training.)