ms-crm Customization Import – Common Issues

CRM 2011

Why you need to be careful while exporting solutions from CRM 2013

Whenever I tried to export my solution I saw following settings and got confused which settings I need to pick and which settings I don’t need. After doing some Google I got some useful details about these settings. Some settings are clear but some needs clarification I have explained these settings in detail below.

If you want to import or export solution please check following link
http://msdn.microsoft.com/en-us/library/gg334495.aspx

If you check any of the above settings in your Dev environment it will take these settings to your UAT environment and so on. If you are taking your solution from UAT to Production please be careful otherwise it will overwrite the existing settings with the new one. Below is the list which tells us what settings we keep and what settings to leave.

Auto-Numbering

If you select Auto-Numbering check box all the prefix settings will go with the solution. If you have a product than I think you don’t need to take these settings to the client machine because client might have different settings for auto-numbering. Below is the list of auto-numbering settings.
1. Camping Prefix
2. Case Prefix
3. Contract prefix
4. Invoice prefix
5. Article prefix
6. Order prefix
7. Unique String Length

Calendar

Second check box is calendar. If we select this check box following settings will be go with the solution. Calendar type (Calendar type could be US/ Arabic etc) Date Format Code (All the information about date format how the date will be shown in CRM i.e. DD-MM-YYYY or MM-DD-YYYY Date separator (Date separator contains that character that separate Dates) Max appointment duration (Contains settings about Max number of days for an appointment) Show week Number (Whether week number to be shown in CRM or not) Time format code (Information about Time format) Week start day code (Details of Week start day, In US start day will be Monday, In UAE start day will be Sunday)

Customization

Is Application Mode Enabled (Indicates whether loading of CRM in a browser window that does not have address, tool, and menu bars is enabled)

Email-tracking

Contains all the settings that relate to Email-tracking. i.e Allow Unresolved Address Email Send, Ignore Internal Email, Max Tracking Number, Render Secure Frame For Email, Tracking Prefix, Tracking Token Base, Tracking Token Digits

General

General contains settings for Block Attachments, Currency Format, Code Currency Symbol, Full Name Display Order,  Is Get Started Pane Content Enabled Presence Enabled, Negative Format, Number Format, Pricing Decimal Precision, Share to Previous Owner on Assign

Marketing

Allow Automatic Response Creation, Allow Automatic Unsubscribe, Allow Automatic Unsubscribe Acknowledgement, Allow Marketing Email Execution

Outlook Synchronization

Allow Address Book Synchronization, Allow Offline Scheduled Synchronization, Allow Scheduled Synchronization, Email Send Polling Frequency, Min Address Synchronization Frequency, Min Offline Synchronization Frequency, Min Synchronization Frequency, Auto-Tag Max Cycles, Auto-Tag Interval

Relationship Roles

Relationship Role Settings

ISV

Config Service Calendar Appearance Configuration

_ _ _ _

CRM 4.0

by Frank Workopia, http://microsoft-crm.spaces.live.com/Blog/cns!A2586C4AB938C065!1328.entry

Here are some common issues encountered when importing Microsoft Dynamics CRM 4.0 customizations and how to resolve them:

1. Update Rollup 2 or above
You can export customizations from a server that is running Microsoft Dynamics CRM 4.0 and that has Update Rollup 2, Update Rollup 3, Update Rollup 4, Update Rollup 5, Update Rollup 6, Update Rollup 7, Update Rollup 8, Update Rollup 9 or Update Rollup 10 installed, and then you can import those customizations into a server that has Update Rollup 11 installed. You can also export customizations from a server that is running Microsoft Dynamics CRM 4.0 and that has Update Rollup 11 installed, and then you can import those customizations into a server that has Update Rollup 2, Update Rollup 3, Update Rollup 4, Update Rollup 5, Update Rollup 6, Update Rollup 7, Update Rollup 8, Update Rollup 9 or Update Rollup 10 installed.

I would recommend matching the Microsoft CRM environments with the same Update Rollup going forward.

2. Customization file size too large
http://support.microsoft.com/kb/918609

3. Between Microsoft CRM Online and Microsoft CRM On-Premise
http://support.microsoft.com/kb/976978

4. Between an upgraded Microsoft CRM (3.0 to 4.0) and a baseline 4.0 environment
http://support.microsoft.com/kb/954322

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