In this blog, we share a lesson learned when using a Dynamics 365 Customer Engagement online data source connector, called Instance Web API, for Power BI reports.
If you keep up with our blog, you've probably already read about the Top 10 New features of CRM 2016. These features are mainly focused on CRM for the end user. However, Microsoft also included many features for developers as well! One of those solution enhancements which is particularly exciting for developers is the functionality that lets you export only the customizations you modified when moving the solution between two organizations. In today's blog we will dive into this new functionally with more detail, so let's dive in!
In previous versions of CRM, if you made a change to a field in one organization (development organization) and decide to move the change to higher organization (test org), you have to create a solution, include the complete entity, and export it. However, if any other team member is working on the same entity and doesn't want to move their changes to the higher environment, they may have to revert their changes. The problems arise when you have a scenario where the developer who is moving the changes may not be aware of the changes made by another person on the same entity and might accidentally move their changes as well.
To solve these problems, Microsoft introduced the Solutions feature in CRM 2016. Below are the steps you'll need to use the new enhanced Solutions.
1. Navigate to Settings -> Customizations -> Solutions -> and then create a new Solution. In our example, we created a solution named Enhanced Solution.
2. Click on Entities and then click on Add Existing.
3. Select any Entity. For our example we selected Account.
The new UI with all the assets from the Account entity will be displayed in this window. We can only select the fields for which we modified the properties. We can choose any of the items from the available list.
Once selected, click Finish. Now the entity with just the selected fields will be added to solution and we can simply export this and import into a target organization without having to worry about accidentally moving any other changes from this entity.
4. If you want to include all the assets, select Add All Assets in top right corner. This will freeze the selection pane and include everything when you click Finish (as in previous versions of CRM).
That's all for the blog today! That's it! To stay up to date on everything new with CRM 2016, make sure you subscribe to our blog and check out some of PowerObjects' awesome webinars, where we delve into all that's new and exciting with Dynamics CRM.