Dynamics CRM 2011 Customization Export

Posted on 2011-10-07
Medium Priority
Last Modified: 2012-05-12
We are transitioning certain aspects of functionality from one Dynamics CRM 2011 tenant to another. I am familiar with the process of exporting customizations by means of Solutions.

Is it possible to export the basic properties of entities (fields, form customizations, etc.), but not the relationships or dependencies on other customizations in the system?

We are trying to use the same general forms and entities in a new tenant of CRM, but not necessarily the associated relationships, option lists, etc.
Question by:rdracer58
  • 2
LVL 27

Expert Comment

by:Chinmay Patel
ID: 36933956
Hi rdracer58,

No it is not possible to do so.


Author Comment

ID: 36944060
So it is required that we export a Solution with all required dependencies, even if we wish to only use a couple entities from the exported solution?

The issue we are running into is we only want to preserve the functionality (custom coding, etc.) on two entities out of many in our current tenant, however, in order to export said entities via an unmanaged solution, we found we would end up exporting most if not all of the system.

Is it in fact true once an unmanaged solution is imported it cannot be uninstalled? Is there no other way to bring over only select portions of the system?

We are trying to rebuild a system while preserving some of the functionality of the old while re-doing a lot on the new version. It would be preferable to not have to decontruct or basically have to redo a system in it's entirety.
LVL 27

Accepted Solution

Chinmay Patel earned 2000 total points
ID: 36944500
Hi rdracer58,

You can remove unnecessary components from an unmanaged solution manually but yes tehre is no way you can just export just fields and forms customization. An entity either is imported in its entirety or its not imported at all. So you can import the entire entity and then remove the components which you don't need. At least with an unmanaged solution you will have all the components in one place form which you can drop the components which are not needed. It's a bit cumbersome process but for now that's the only way out I see.


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