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Dynamics CRM 2011 Solutions Overview

Dynamics CRM 2011 Training Workshop introduces solutions as a way to bundle customizations that addresses pre-CRM challenges like versioning, deployment, and overwriting changes. Solutions track dependencies between components like entities, forms, and plugins, and support installing, updating, and merging across development, testing, and production environments. The document outlines the key features of solutions and components that can be included like entities, workflows, and reports. It also provides an overview of the development process for building, testing, distributing, and upgrading solutions.

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Tuguldur Jamiyansharav
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11 views11 pages

Dynamics CRM 2011 Solutions Overview

Dynamics CRM 2011 Training Workshop introduces solutions as a way to bundle customizations that addresses pre-CRM challenges like versioning, deployment, and overwriting changes. Solutions track dependencies between components like entities, forms, and plugins, and support installing, updating, and merging across development, testing, and production environments. The document outlines the key features of solutions and components that can be included like entities, workflows, and reports. It also provides an overview of the development process for building, testing, distributing, and upgrading solutions.

Uploaded by

Tuguldur Jamiyansharav
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd

Dynamics CRM 2011 Training Workshop

Introduction to Solutions

Pre- CRM 2011 Challenges


Overwriting customer changes No dependency tracking Deployment separate for various artifacts
- Entities/Forms etc..
- Plugins - Workflow Activities

Versioning Life Cycle Management


- Dev->Staging->Production

More than a simple package


Solutions are more than just packaged customizations
- Dependency tracking

- Install -> Update support


- Merging

What is a Solution
Bundle of components supported by the CRM framework that provide specific business functionality.
UI Code Metadata Templates

A solution is authored, packaged and maintained as a single unit of software.

Build Once, Deploy Everywhere

Solutions Key Features


Solution Definition and Tooling Ability to reuse an existing solution (build on top) Ability to update a solution while safeguarding end-user customizations Support for multiple solutions installed in the same target system Ability to uninstall a solution Ability to set a component as not customizable

Granular dependency tracking


Built-in integration with Dynamics Marketplace

Solution Components
Entities - Attributes - Forms - Views - Charts/Visualizations - Relationships Global Option Sets Web Resources - JavaScript Libraries Dashboards Ribbon Sitemap

Workflow Definitions Dialog Definitions Workflow Custom Activities Plug-ins

Templates System Settings Security Roles Reports

Dev

Test Add/Edit Components Export as managed

Add/Edit Components
ISV/Partner

Import/Export

Create a Solution

Update Solution

Marketplace Distribute

Feedback/Requirements

Purchase

Upgrade
Import/Export Staging Production Install

End customer

Customize

Working With Solutions


API
Web Interface

Demo Exploring Solutions

Summary
Solutions are more than just packaged customizations Build using the Web Interface or API Contain a broad set of components Used to get your solution into the Dynamics Marketplace

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