Imported solution not overwriting components RRS feed

  • Question

  • I'm trying to ensure a roll-back process for when I do some customizations within my CRM Online environment.

    CRM Online (1)
    CRM Online (2)

    step1. I created and exported a managed solution in (1).
    step2. I made customizations in (2)
    step3. I imported my managed solution from (1) into (2) in hope of overwriting the customizations in step 2.
    *issue* - Mty customizations made in step2. still exist.

    Does anybody have comprehensive best practice for safely ensuring a roll-back when creating and deploying customizations?

    Tuesday, July 28, 2015 3:06 PM

All replies

  • The behaviour depends on the type of customisation you make. In general, changes to existing items (like the form definition) overwrite the destination, but creation of items (e.g. creating new fields or views) are additive, and the import process will never delete items

    What customisations did you make in step 2 ?

    Also, did you publish the changes after step 3 ?

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Tuesday, July 28, 2015 4:57 PM
  • Thanks for the reply David.

    In step2 I renamed, removed and created fields on the Leads form and the Business Flow Process associated to the Leads entity. In step3 my managed solution contained the OOB Leads entity(and all related components), as well as the OOB Leads Business Flow Process.

    I expected that by importing the managed solution from environment (1) into environment (2) would:
    - overwrite my initial renaming of fields on both form/businessflow
    - re-add the form sections that I removed in step2
    - remove fields created on form/businessprocess


    • Edited by Soup_Dragon Wednesday, July 29, 2015 8:03 AM
    Wednesday, July 29, 2015 7:44 AM
  • Hello,

    You can create a new solution wich contains only the Leads entity. You export it as an unmanaged solution (1) and you deploy it on your target organization (2).

    Blog: crmandme.blogspot.com Twitter: https://twitter.com/Ju_li3n

    Thursday, July 30, 2015 12:14 PM