{"id":1646,"date":"2021-04-13T15:57:54","date_gmt":"2021-04-13T15:57:54","guid":{"rendered":"https:\/\/www.toponecrm.com\/blog\/?p=1646"},"modified":"2021-04-13T15:58:02","modified_gmt":"2021-04-13T15:58:02","slug":"import-solutions-in-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/toponecrm.com\/blog\/crm\/import-solutions-in-dynamics-365-crm\/","title":{"rendered":"Import solutions in Dynamics 365 CRM"},"content":{"rendered":"\n<p>This blog post is a quick walkthrough on how to import solutions to Dynamics 365.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/www.toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/bandicam-2021-04-13-16-43-51-537.mp4\"><\/video><\/figure>\n\n\n\n<p><span class=\"has-inline-color has-vivid-cyan-blue-color\">Step 1:<\/span> Navigate to Advance Settings | Settings | Solutions.<\/p>\n\n\n\n<p><span class=\"has-inline-color has-vivid-cyan-blue-color\">Step 2:<\/span>  Select the necessary solutions and export the ones you wish to import to another instance. (Make sure they&#8217;re unmanaged)<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" src=\"https:\/\/www.toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-17-edited.png\" alt=\"\" class=\"wp-image-1654\" width=\"674\" height=\"30\" srcset=\"https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-17-edited.png 766w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-17-edited-300x14.png 300w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-17-edited-350x16.png 350w\" sizes=\"(max-width: 674px) 100vw, 674px\" \/><figcaption>Make sure to click on the export button<\/figcaption><\/figure>\n\n\n\n<p><span class=\"has-inline-color has-vivid-cyan-blue-color\">Step 3:<\/span> Navigate to the instance you wish to upload your exported solutions.<\/p>\n\n\n\n<p><span class=\"has-inline-color has-vivid-cyan-blue-color\">Step 4:<\/span> Repeat <span class=\"has-inline-color has-vivid-cyan-blue-color\">Step 1.<\/span><\/p>\n\n\n\n<p><span class=\"has-inline-color has-vivid-cyan-blue-color\">Step 5:<\/span> We can now select the import button where you will be prompted to upload your zip file downloaded from <span class=\"has-inline-color has-vivid-cyan-blue-color\">Step 2<\/span>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"613\" height=\"28\" src=\"https:\/\/www.toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-18-edited.png\" alt=\"\" class=\"wp-image-1656\" srcset=\"https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-18-edited.png 613w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-18-edited-300x14.png 300w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-18-edited-350x16.png 350w\" sizes=\"(max-width: 613px) 100vw, 613px\" \/><figcaption>Make sure to click on import button.<\/figcaption><\/figure>\n\n\n\n<p><span class=\"has-inline-color has-vivid-cyan-blue-color\">Step 6: <\/span>Because we are importing unmanaged solutions we will be given an extra prompt. This prompt is only to warn you that\u00a0an unmanaged solution, the customizations are written to the system like you have done them manually. This means after uninstalling an unmanaged solution, nothing happens. All customizations are still in the system. This is helpful to transfer your customizations but may offer problems if you would like to roll back to the state before you installed the solution.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"675\" height=\"499\" src=\"https:\/\/www.toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-19.png\" alt=\"\" class=\"wp-image-1657\" srcset=\"https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-19.png 675w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-19-300x222.png 300w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-19-350x259.png 350w\" sizes=\"(max-width: 675px) 100vw, 675px\" \/><figcaption>importing unmanaged solution prompt warning.<\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This blog post is a quick walkthrough on how to import solutions to Dynamics 365. Step 1: Navigate to Advance Settings | Settings | Solutions. Step 2: Select the necessary solutions and export the ones you wish to import to another instance. (Make sure they&#8217;re unmanaged) Step 3: Navigate to the instance you wish to &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/toponecrm.com\/blog\/crm\/import-solutions-in-dynamics-365-crm\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Import solutions in Dynamics 365 CRM&#8221;<\/span><\/a><\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_price":"","_stock":"","_tribe_ticket_header":"","_tribe_default_ticket_provider":"","_tribe_ticket_capacity":"0","_ticket_start_date":"","_ticket_end_date":"","_tribe_ticket_show_description":"","_tribe_ticket_show_not_going":false,"_tribe_ticket_use_global_stock":"","_tribe_ticket_global_stock_level":"","_global_stock_mode":"","_global_stock_cap":"","_tribe_rsvp_for_event":"","_tribe_ticket_going_count":"","_tribe_ticket_not_going_count":"","_tribe_tickets_list":[],"_tribe_ticket_has_attendee_info_fields":false},"categories":[60,25,3,9,30,6],"tags":[],"ticketed":false,"_links":{"self":[{"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1646"}],"collection":[{"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/comments?post=1646"}],"version-history":[{"count":5,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1646\/revisions"}],"predecessor-version":[{"id":1661,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1646\/revisions\/1661"}],"wp:attachment":[{"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1646"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/categories?post=1646"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/tags?post=1646"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}