Export a solution

You can only export unmanaged solutions. When you export a solution, the following items are available to export:

Note

For information about solutions, see Introduction to Solutions.

Custom and customizable entities, including view, forms, fields, relationships, and charts
Client extensions
Option sets
Relationship roles
Connection roles
Security roles
Field-level security profiles
Reports
Dashboards
Templates
Workflows and dialogs
Plug-in assemblies
System settings

Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.

Check your security role
1. Follow the steps in View your user profile..
2. Don't have the correct permissions? Contact your system administrator.
Follow the steps for the app you're using.

If using the CRM web application
1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.
  
  Settings appears on the nav bar.
2. Click or tap Settings > Solutions.
If using CRM for Outlook
1. In the Navigation Pane, click or tap Settings > Customization > Solutions.
In the list, select the unmanaged solution, and then on the Actions toolbar click or tap Export.
Only customizations that have been published are exported with the solution. To publish the customizations, click or tap Export, and in the Publish Customizations dialog box, click or tap Publish All Customizations.

Note

Installing a solution or publishing customizations can interfere with normal system operation. We recommend that you schedule a solution import when it's least disruptive to users.
Click or tap Next.
Select the settings to export with the solution, and then click or tap Next.
Select either an unmanaged or managed package type, and then click or tap Export.
When prompted to open or save the compressed (.zip) file, click or tap Save As.
Choose a location to save your solution, and then click or tap Save.

To develop or extend Microsoft Dynamics CRM functionality in the solution, see the Microsoft Dynamics CRM SDK for more information.

Important

Don't add files to a compressed (.zip) file that contains customizations and settings exported from Microsoft Dynamics CRM. CRM will attempt to import the first file in the compressed (.zip) file. If it's not a valid file, the import fails.
Some user information may be exported when exporting workflows, for example, the domain logon, the forms authentication user name, or the Microsoft account unique user identifier (PUID) value.