1. Open an Unmanaged Solution in your CRM environment by going to: e Settings > Solutions 2. Once you open your Solution, click on Components 3. In this Example, we’ll add Account Entity, but only with several fields and views. To begin, click on: Add Existing: 4. Click … Continue reading How to add Components to a Solution
Definition A Solution, is a pack of components and customizations that you can either add, edit or remove. This functionality was made to easily move several number of customizations between organizations. How many types of solutions do we have? Unmanaged Solutions Managed solutions Unmanaged Solutions I like to compare Unmanaged and Managed Solutions with a … Continue reading What’s a Solution in CRM?
What’s a Solution in CRM? A Solution in CRM, is a pack of components and customizations that you can move over different environments. How do I create a Solution? On the up left corner, click on “Sales”. Note: This label can change based on the module you currently are on. Click on Settings … Continue reading How to create a Solution?