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 "22.214.171.124" 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.