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How can I export and Import customization done on an entity in MS CRM 2010? RRS feed

  • Question

  • Hi,

    How can I export and Import customization done on an entity in MS CRM 2010? I worked on MS CRM 4.0. So In MS CRM 4.0, we can export and import customization for a particular entity. I want to do same as with MS CRM 2010.

    Please suggest how I can do the same with in MS CRM 2010.

     


    Gaurav Goyal
    Wednesday, June 29, 2011 10:19 AM

Answers

  • You can create a new Solution, add only the component you want to export into the solution using add existing.

    Then, when you export the solution, the component you have selected will the only thing export.

     

    Best regards


    希意禧(上海)系统有限公司 CRM销售顾问 guochuangang@cec-ltd.cn 我们为在中日企提供专业的ERP和CRM解决方案,有兴趣请电邮查询。 シーイーシー(上海) CRM営業コンサルタント guochuangang@cec-ltd.cn弊社は在中日系企業に専門的なERPやCRMソリューションをご提供します。お気軽にメールください。 http://blog.vsharing.com/guo_crm/
    • Proposed as answer by Leo_GUO Wednesday, June 29, 2011 11:42 AM
    • Marked as answer by G Goyal Friday, July 1, 2011 2:31 PM
    Wednesday, June 29, 2011 11:41 AM
  • Hi,

    In CRM 2011 you can not export or import a single entity as we do in CRM 4.0. As previously said, you have to use solution with the required components. Then do the export and import of a solution.

     


    Thanks, Ankit Shah
    Inkey Solutions, India.
    Microsoft Certified Business Management Solutions Professionals
    http://www.inkeysolutions.com/MicrosoftDynamicsCRM.html
    • Marked as answer by G Goyal Friday, July 1, 2011 2:31 PM
    Wednesday, June 29, 2011 12:06 PM

All replies

  • You can create a new Solution, add only the component you want to export into the solution using add existing.

    Then, when you export the solution, the component you have selected will the only thing export.

     

    Best regards


    希意禧(上海)系统有限公司 CRM销售顾问 guochuangang@cec-ltd.cn 我们为在中日企提供专业的ERP和CRM解决方案,有兴趣请电邮查询。 シーイーシー(上海) CRM営業コンサルタント guochuangang@cec-ltd.cn弊社は在中日系企業に専門的なERPやCRMソリューションをご提供します。お気軽にメールください。 http://blog.vsharing.com/guo_crm/
    • Proposed as answer by Leo_GUO Wednesday, June 29, 2011 11:42 AM
    • Marked as answer by G Goyal Friday, July 1, 2011 2:31 PM
    Wednesday, June 29, 2011 11:41 AM
  • Hi,

    In CRM 2011 you can not export or import a single entity as we do in CRM 4.0. As previously said, you have to use solution with the required components. Then do the export and import of a solution.

     


    Thanks, Ankit Shah
    Inkey Solutions, India.
    Microsoft Certified Business Management Solutions Professionals
    http://www.inkeysolutions.com/MicrosoftDynamicsCRM.html
    • Marked as answer by G Goyal Friday, July 1, 2011 2:31 PM
    Wednesday, June 29, 2011 12:06 PM