Another awesome and useful feature that every system customizer waited for – Segmented solutions and patches in MS CRM 2016.
Now we can export the solutions with entity fields, forms and views rather than entire entity using patches and cloned solutions.
Following things should be taken into consideration when you create a patch.
Create a Segmented Solution
To create a segmented solution, we need to create an unmanaged solution and then add the existing resources. You can add multiple system or custom entities, and for each entity, choose the assets you want to include in the solution.
The wizard-like setup takes you step-by-step through the process of adding entity assets.
Wizard will be opened for each entity that is being added to the solution.
In the below example I am adding Account, Case and Contact entities to the solution.
Then, select the solution components.
Follow the wizard. In Step 1, starting in alphabetical order, select the assets for the first entity, the Account entity, as shown here.
Select the assets you want to add into the solution. In my case I have selected Account Number field.
In Step 2, for the Case entity, add all assets.
In Step 3, add the Anniversary field for the Contact entity.
So now we have created a segmented solution which contains three entities Account, Case and Contact with just the selected assets.
Creating a Solution Patch
A patch contains changes to the parent solution, such as adding or editing components and assets. You don’t have to include the parent’s components unless you plan to edit them.
In the Solution page we have a new button “Clone a Patch”. Select an Unmanaged solution and click the “Clone a Patch” button.
A Clone To Patch dialog box appears with version number and an option to modify the Minor version number.
The following screenshot shows the base solution “SegmentedSolutionExample”, version “126.96.36.199” and the Patch “SegmentedSolutionExample_Patch”, version “188.8.131.52”.
In the patch we added a new custom entity called “Book”, and included all assets of the “Book” entity in the patch.
Cloning a Solution
When you clone an unmanaged solution, all patches related to this solution are rolled up into the newly-created version of the original solution.
Again navigate to the Solutions List and select an unmanaged solution that we want to clone and click “Clone Solution”
A dialog box will appear with Version number and an option to edit the version number.
The new solution will contain three original entities and the custom entity called “Book” that was added in the patch solution. Also the entities will contain only the assets that we selected above.
Ever changing hobbies ...but an undying passion for Dynamics CRM, Salesforce and all the new age technologies out there!
Shipping and Transportation provider reaps benefits from a CRM overhaul
Customized CRM for one of the fastest growing mortgage companies
Dynamics CRM integrated with SharePoint to deliver a simplified sales and marketing platform for a manufacturing giant