Thursday 16 February 2017

SOLUTIONS IN MICROSOFT DYNAMICS CRM

Solutions overview


Solutions are used to package..
  Entity & schema customizations
  Plugins processes, workflow activities
  Web resources, navigations, visualizations
  Template,security, reports

Example of developers use solutions:
  Develop a solution for credit scroing:
      Entity customizations
      Custom workflow activities
      Client side scripts

Two types: Managed and UnManaged

SOLUTION COMPONENTS:

ENTITIES:
Attributes
Forms
Views
Charts/Visualizations
Relationships
Hierarchy Settings


GLOBAL OPTION SETS
Web Resources
  Javascripts

Dashboards
Ribbons
SiteMap

Workflow Definitions
Dialog Definitions
Business Custom Activities
Plug-ins (Assemblies and Steps)
Service Endpoints

TEMPLATES
System settings
Security Roles
Connection Roles
Field Level Security Profiles
Routing & Case Creation Rules
SLA's
Reports


Default Solution vs Custom Solution:

-Default solution is everything
-Default publisher prefix is new_(should set to something different)


Creating custom solutions early on is a good idea:
 -Recommended to specify a different publisher other than default.

  -Custom solutions can be exported
  -Either as unmanaged or managed

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