In this blog, we highlight a lesson learned when we used a Dynamics 365 Customer Engagement online data source connector, called Instance Web API, for Power BI reports.
In this blog, we will highlight a few key points of a solution including a solution overview for Microsoft Dynamics 365 (online and on-premises), Dynamics CRM 2016, and Dynamics CRM Online. We'll also cover how solutions operate (managed and unmanaged), and how to create a solution.
Solutions are a group of components that can be exported and imported into any CRM environment. It may work best for developers to create a solution and make changes within a Sandbox or non-live environment prior to exporting it to a Production instance.
Microsoft Dynamics 365 out of the box functionalities come with pre-configured entities, such as – Leads, Contact, Accounts, and Email, etc. As for the solution component, there are many items that are customizable.
After the Solution is created you may create different Entities with customized components. Some of the existing Entities would then come with Forms, Views, Fields, and Dashboards, etc. The purpose of a solution component is to keep track of what is customized using what are called managed or unmanaged solutions.
Exporting a solution provides you with two different options. Exporting a managed or unmanaged solution is different. An unmanaged solution essentially allows you or the new user to make changes to the solution after you have already imported the new solution. With a managed solution, this essentially locks in those certain changes you have made. Every time these are imported, those changes cannot be changed and allows you to lock those in.
Let's walk through how to create a solution:
Creating a solution:
1. Open the necessary environment you have and navigate to the URL.
2. Within the navigation bar, click on Settings.
3. Lastly, click Solutions underneath the Customizations heading.
4. After clicking on the New button, a solution form will be displayed. The following is an example of what the solution form should look like.
5. Now you may create the display name and enter in the Version Number dependent on your organizations need.
Finally, you should know some things before using Dynamics 365 CRM solutions. If you have a managed solution within a Sandbox environment and that was removed, you will run into the issue of not being able to make original changes. So, if there is any doubt, please remember to export both a managed and unmanaged solution.
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Happy Dynamics 365'ing!