Create a publisher and solution Dynamics 365 Lesson #1

Updated: Oct 1, 2019

Why create a custom Dynamics 365 Solution?

  • If the out of the box solutions do not fit your business's needs, you can configure and customize the system to increase efficiency and user adoption.

  • Compartmentalization - the division of something into sections or categories. Keeping your changes categorized in solutions will help you later down the road when you are troubleshooting.

  • Makes it easy to export a backup of your solution.

  • Makes it easy to apply those customizations to a live environment.

Step 1 - Create a new Publisher in CRM

  • Click Settings, select "Customizations" under the Customization section.



  • Click Publishers on the right.

  • Click New in the top left corner.

  • Type in a display name, like your first name, I am going to use "Drew"

  • Under prefix, change "new" to 2 or more letters that will represent your customizations. I am going to use "dr". If I were to create a field for city, the schema name would show "dr_city", ignore this for now if you do not know what that is.

  • Click Save and Close in the top left corner.

Step 2 - Create a new solution

  • Click Settings, select "Solutions" under the Customization section.

  • Click Create New in the top left corner.

  • Type in a Display Name, I suggest naming it for its purpose. Today I am going to use "Examples", you may want to use "Plugins" or "Customizations".

  • Click into the publisher field and type the name of the publisher you created earlier and press enter. From the drop down select your publisher.

  • Type "1.0.0.0" for the version

  • Leave Configuration Page Blank

  • Click Save in the top left corner

  • You have created a custom solution!

  • NOW WHAT DO YOU DO WITH IT?

Continue on to Lesson #2 Creating a custom entity!

why? Create a place for data that is particular to your company, like properties.

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