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:
However, the list above does not correspond exactly to the tabs of the system settings dialog:
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:
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:
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.
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?)
ReplyDeleteCan that be transported with the solution?
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.
ReplyDeleteThansk for details step by steps tutorials
ReplyDeleteThank you Gonz, this summary helped me in an Avanade project :)
ReplyDeleteVery thorough and useful. But are you implying that some settings can't be carried over using the solution?
ReplyDeleteI'm not implying, I am explicitly saying that not all system settings can be transported with the solution :)
ReplyDeleteVery nice post. Thanks!
ReplyDeleteGreat Post, Thanks !
ReplyDeleteExcellent!
ReplyDeleteThis is great! Do you by chance have a post like this for Dynamics 2015?
ReplyDeleteHi gonzalo,
ReplyDeletei am interested in seeing that for crm2015 too.
what i dont understand is, that the following will not be included in solution. How should i transfer these to all my system. Do i need to do this by hand??
gerneral / selected entities for search.
thx, greets PeB