Dynamics CRM 4.0: Moving Customizations
Posted on 2011-02-18
We have a number of orgs (testing, training, production, development, etc). When I make a change in one, I normally move it to another manually (e.g. add a field in testing, recreate that field in training).
My problem is that I made a significant number of changes in testing and wanted to move them in a more automated way to training. To do this, I exported the customizations from testing (changes to the order) and imported them into the training org.
The import into training would not publish (gave a blue Microsoft error). I decided to restore the backup of the order customizations I made before trying the import and that would not publish either (same error).
After looking at the properties of the order entity in both orgs, I saw that there differences in the relationships and attributes. I added some relationships and then was able to roll back to the original order. I have not retried importing the customizations from testing (until I figure out what else I need to do).
So, are there more steps to moving customizations to another org than just exporting the customizations and then importing them into the other organization? The customizations are nothing exotic - added fields, added code to onchange, onload and added relationships.
Thanks for the help.