Tuesday, June 5, 2012

CRM 2011: Transporting System Settings with Solutions

When you export a solution you are given the option to include various system settings to be transported with your solution and take effect in the target environment. This post provides some insights into what these system settings are and provides a list of the settings that are transported with the solution.

Upon solution export you are presented with the following dialog for exporting organization system settings:

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However, the list above does not correspond exactly to the tabs of the system settings dialog:
image
So for example, if you want to transport the Date format with your solution, which of the above settings should you include in the solution? Is it even possible to transport all system settings with the solution? The following screenshots of all the system settings specify which system settings are included in which section of the solution export settings, and which ones are not transported at all. Here are the possible settings you can include and I’m using a color code to identify them later on:


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Note that the red rectangle means that those system settings cannot be transported with a solution. So here are all the different sections of the system settings mapped according to the color codes above:



General
Calendar
Formats1
Formats2
Formats3
Formats4
Formats5
Auditing
Email
Marketing
Customization
Outlook
Reporting
Goals
AutoNumbering1
AutoNumbering2
AutoNumbering3
AutoNumbering4
AutoNumbering5
AutoNumbering6
AutoNumbering7

Thanks to Jim Daly from Microsoft team for gathering this information and agreeing for me to share it publically. The behaviour might change with future versions or updates of CRM, but I have tested this with CRM 2011 UR6.

8 comments:

  1. Great post Gonzalo. I don't see the "Select the e-mail messages to track in CRM" option within the "E-Mail" tab listed, specifically the "Track" drop-down (Maybe due to your Email settings?)
    Can that be transported with the solution?

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  2. Hi Juan, I think the setting you are referring to is a Personal Setting, not a System Setting (you cannot access it via Settings -> Administration --> System Settings). Only System Settings can be transported in solutions.

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  3. Thansk for details step by steps tutorials

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  4. Thank you Gonz, this summary helped me in an Avanade project :)

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  5. Very thorough and useful. But are you implying that some settings can't be carried over using the solution?

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  6. I'm not implying, I am explicitly saying that not all system settings can be transported with the solution :)

    ReplyDelete