Import Customizations and Configurations

Use the Import Customizations list to view and import customizations and configurations into Microsoft Dynamics CRM Online. If you have an XML or compressed (.zip) file that contains customizations, you can import this file to Microsoft Dynamics CRM Online.

Can I do this task?

Important

• Only import customization files 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 they will be overwritten. This situation can happen if you have already customized Microsoft Dynamics CRM Online, and then add new customizations provided by a third-party.
• If you have made customizations to Mobile Express for Microsoft Dynamics CRM forms and then perform an import of customizations from a server that does not have Mobile Express installed, your Mobile Express customizations will be removed.

Items available for import

1. In the Navigation Pane, click Settings, click Customization, and then click Import Customizations.
2. Click Browse to locate an XML file or a compressed (.zip) file that contains customizations and settings exported from Microsoft Dynamics CRM Online.

   - OR -

   Type the path and file name of an XML file or a compressed (.zip) file that contains exported customizations and settings in the Import File box.

3. Click Upload.

   After the file is processed, the list of customizations and configurations from the file is displayed. If any of the items could not be successfully processed, a dialog box will display error messages.

4. To import all customizations, on the Actions toolbar, click Import All Customizations.

   - OR -

   To import selected customizations, select the customizations you want to import, and then on the Actions toolbar, click More Actions, and then click Import Selected Customizations.

5. If you have imported entity customizations you must publish them before they will be available.
   • To publish customizations for the entity your are currently editing, on the Actions menu, select Publish.
   • To publish customizations for all entities at once, open the Customize Entities list. On the More Actions menu, click Publish All Customizations.
   • To publish customizations for specific entities at once, open the Customize Entities list and select the entities you want to publish. On the Actions toolbar, click Publish.

Notes

• You cannot import a custom entity with the same name as an existing entity.
• You may only import items you have organization level access to create, read, and update.
• Do not add additional files to a compressed (.zip) file that contains customizations and settings exported from Microsoft Dynamics CRM Online. Microsoft Dynamics CRM Online will attempt to import the first file in the compressed (.zip) file. If that is not a valid file the import will fail.
• You must be have the System Administrator security role to import security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. 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 Online 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 Online 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 being imported.