Thursday, 5 July 2018

Dynamics CRM: Manage Solutions

People says, “Necessity is the mother of invention”. But I think “Laziness also initiator of invention”.  😊

In CRM as a developer we always played with Solution. We create new solution to manages our development and to transfer our work from Dev to Test instance etc. Solution also required for marketplace package movement.

After CRM 2016, Microsoft also added two new option in Solution: -
Clone a patch- To make small change related to parent solution.
Clone Solution- To merge current solution and patch in single updated solution. And remove previous one.
But here I am not discussing about these features because you will find some good materials related to these new features in google.

Use Cases: -
  • When I was working for one of my project I have a solution more than 400 components. And I need to create a solution with 300 components of that solution. You could say Clone a patch might work but not in my case because it creates dependency on parent solution and create a blank solution.
  • In one of another project I had a managed solution in Production. In development Organization have unmanaged solution which played by lot of team members, as we developer do always.😉 We need an unmanaged solution from that managed solution. But Microsoft do not give any feature for this.
  • I need to export list you all solutions. But no option found either in advance find or in solution view.
While tackle with these situation, I was thinking there should be something a single click option to do so.
Now I started developing a XrmToolbox plugin to help me. Today I am deploying my Plugin for all developers and soon it will be available in XRMToolbox also.

Features of this Plugin.
  • Retrieve all Solutions
  • Make a Copy of Solution
  • Delete Solution
  • Export Solution to folder
  • Export Solution list to excel
  • Publish All Customization.

Download XRMToolBox from given URL and install.

Install Managed Solution Plugin in your XRMTollBox using plugin store.

If you are not able to find Manage Solution plugin.
Download Plugin
Install in XRMToolBox by clicking Settings->Path->Storage folder->Plugin folder.
Copy assembly in Plugin folder.

Connect your organization and open plugin Managed Solution.

Click on “Retrieve Solution”. Now you will see list of all solutions and their information.

Select any managed or unmanaged solution to make a copy of it. Select solution and click on “Make a copy” button. Before creating a copy, you need to provide new solution name.

It will create a copy of your solution with all source solution component.

To Delete any solution, select your solution and click on “Delete Solution” button.

To Publish all customization, click on “Publish All Customization” button.

To export all solutions list, click on “Export Grid” button provide your location to store solution excel sheet. Make sure you have MS office preinstall to use this option.

To export any unmanaged solution, select unmanaged solution and click on “Export Solution” and it open a new form. Fill required details in new form and click “Export” button.

It will save your unmanaged solution in your specified location. You can save managed and unmanaged solution same time.
With this plugin I was able to tackle all my use cases in lesser time. 

"I choose a lazy person to do a hard job because a lazy person will find an easy way to do it" 
      Bill Gates.......
Note: - Plugin based on .net framework 4.5.2

Please share your feedback.
Follow my blog so you will not miss my new upcoming blogs.


  1. "Customized CRM Software Solution" and "CRM Applications Development Services India For Your Business" - Hire the expert custom CRM software developers for your crucial projects. Our highly motivated professionals are ready to serve you 24*7.

  2. These plugin is useful for managing solutions,Thanks.
    dynamics crm development company

  3. It is an impressive article. It is very useful. Thank you for sharing this with us.

    Microsoft CRM Training | Microsoft Dynamics Training

  4. A very interesting post. I can see that you know what you're writing about :)
    I use the ERP system, I think that this tool has more options.
    Do you know the internet of things? I'm just introducing such solutions in the company and I wonder if there are any disadvantages of such a system? I thought about it for a long time and didn't invent it :)

  5. Nice Post!!! CRM Solution is required to build healthy relationships with the customers and thus you can Increase Productivity & Sales With CRM.Thanks for sharing it. Keep posting.

  6. Thanks for sharing wonderful information. Really Liked the content of this blog and the structure & design is also wonderful.CUSTOMIZED CRM SOLUTIONS

  7. Nice article. But sometimes you will be needing a custom plug-ins and at that time you will need a certain plan.

  8. Sunbridge Software Solutions Pvt. Ltd. Is a Microsot Dynamics 365 service provider from Pune and India. Apart from providing the perfect software for your company, we also offer software implementation, support and training.

  9. Advanz101 provide end-to-end customer engagement solutions so that companies can deliver customer experiences that are personalized, proactive and predictive.Know more here MS Dynamics Development Services In USA

  10. Tried performing an Export Solution, but it keeps asking for a Target Version, even though I entered one.

    1. MIght be you are using 9.1 version of CRM. Now update the plugin or download from and try again.

    2. Xrm shows Latest Version of plugin is 1.2018.7.13, Installed Version is 1.2018.11.12. How do I upgrade versions? Tried uninstall/reinstall of plugin, still shows older version installed.

    3. 1.2018.11.12 is latest version. Try using this and update if found any issue.

  11. Your post is really awesome. Your blog is really helpful for me to develop my skills in a right way. Thanks for sharing this unique information with us.
    - Learn Digital Academy

  12. I like it thanks to sharing excellent information with us. It is very helpful and informative blog post. Official website

  13. This concept is a good way to enhance the knowledge.thanks for sharing. please keep it up Salesforce Online Training Hyderabad

  14. nice topic which you have choose.
    second is, the information which you have provided is better then other blog.
    so nice work keep it up. And thanks for sharing.
    Opal Crm Software Company


Dynamics Portal-Note Required Based On Quick View Form Value

Microsoft Dynamics Portal provides capability to allow login customers without needed any license. Here I am not explaining benefits of D...