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Export your customizations as a solution

If you want to export customizations you make to a Microsoft Dynamics CRM system, you export those customizations as a solution. For example, you might want to create a backup of all your customizations in case anything happens. To create a backup of your customizations, you export a special solution called the Default Solution. The Default Solution contains all the components in your system.

You might also want to export a solution if you're an ISV and you want to distribute CRM customizations as a package.

Export the Default Solution to create a backup

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.

    Check your security role

    • Follow the steps in View your user profile.

    • Don't have the correct permissions? Contact your system administrator.

  2. Follow the steps for the app you're using.

    If using the CRM web application

    1. On the nav bar, choose Microsoft Dynamics CRM > Settings.

    2. Choose Settings > Customizations.

    If using CRM for Outlook

    • In the Navigation Pane, choose Settings > Customization > Customizations.

  3. Choose Customize the System.

  4. In the solution explorer, choose Export Solution.

  5. When you're prompted to open or save Default_1_0.zip, choose Save.


Important

Some user information may be exported when exporting workflows, for example, the domain logon, the forms authentication user name, or the Microsoft account unique user identifier (PUID) value.


Export a solution to create a custom package

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.

    Check your security role

    • Follow the steps in View your user profile.

    • Don't have the correct permissions? Contact your system administrator.

  2. Follow the steps for the app you're using.

    If using the CRM web application

    1. On the nav bar, choose Microsoft Dynamics CRM > Settings.

      Settings appears on the nav bar.

    2. Choose Settings > Solutions.

    If using CRM for Outlook

    • In the Navigation Pane, choose Settings > Customization > Solutions.

  3. In the list, select the solution you want to export, and then choose Export.

  4. In the Publish Customizations step of the Export Solution wizard, you have the option to Publish All Customizations. Note that only published customizations are exported. When you're ready to proceed, choose Next.


    Note

    Installing a solution or publishing customizations can interfere with normal system operation. We recommend that you publish customizations when it's least disruptive to users.


  5. If your solution contains any missing components that are required, you'll see the Missing Required Components step. Disregard this warning only if you intend to import the solution as an unmanaged solution back into the original organization. Otherwise, follow the instructions in the dialog box to cancel the export, and then add the required components. Read more about managed and unmanaged solutions.

  6. In the Export System Settings (Advanced) step, you can choose certain system settings to include in your solution. If your solution depends on any of the groups of system settings, select them, and then choose Next. For more information on these settings, see Settings options for solution export.

  7. In the Package Type step, choose whether to export the solution as an Unmanaged or Managed solution, and then choose Next.


    Note

    Export a solution as a managed solution only when it's complete and you're ready to distribute it. After exporting a managed solution, you can't import it back into the organization it was exported from; you can only import it into a different organization. Read more about managed and unmanaged solutions.


  8. In the Source CRM Version step, select the CRM version you want to export to. For example, you might want to test a solution that you intend to distribute to organizations using an earlier version of CRM. Note that if you install Microsoft Dynamics CRM 2013 Service Pack 1 (SP1) (version 6.1), and you choose version 6.0 as the target for your solution export, solution components dependent on features added in Microsoft Dynamics CRM 2013 Service Pack 1 (SP1) will be removed. Learn more about exporting a solution for a specific CRM version.

  9. Choose Export to download the solution file.

  10. When prompted to open or save the compressed (.zip) file, choose Save As.

  11. Choose a location to save your solution, and then choose Save.


Important

  • Don't add files to a compressed (.zip) file that contains customizations and settings exported from Microsoft Dynamics CRM. CRM will attempt to import the first file in the compressed (.zip) file. If it's not a valid file, the import will fail.

  • Some user information may be exported when exporting workflows, for example, the domain logon, the forms authentication user name, or the Microsoft account unique user identifier (PUID) value.


Applies To

CRM Online

CRM 2015 on-prem

CRM 2013 on-prem

 
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