Back to Basics #5: How to create a Solution in Dynamics 365 CRM using classic mode and Power Apps Maker Portal

Introduction:

In Dynamics 365, a solution component represents something that you can customize. So, we have 2 types of solutions in Dynamics CRM- Managed solutions where most of the product related Out of Box related functionalities will be present, but as per the customer requirements we must extend product behavior with the help of Un-Managed Solutions where all the custom components can be kept.  And we are going to see about how to create a custom or unmanaged solution in Dynamics CRM using classic mode and through Power Apps Maker Poral

Let us see how to create a publisher in 2 ways

  1. Classic Way
  2. Power Apps Maker Portal [make.powerapps.com]

With Classic interface of Dynamics CRM, by following below steps we can create a solution.

Step 1 :

Login to the trial / D365 CRM Environment by giving username and password, if you want to know about how to create a trial environment you can refer to my earlier blogs and as shown below and click on gear Icon.

Step 2 :

After selection of gear icon , click on Advanced settings as shown below

Step 3:

Upon selection of Advanced settings , user will be navigated to Settings page, and in settings page select Solutions as shown below.

Step 4:

User will be navigated to Solution’s page and in Solutions page select New Button as shown below.

Step 5:

Upon selection of new button in step 4 , a new solution window popup will be opened as shown below.

Step 6:

In new solution pop up window, provide mandatory fields Display Name and Name of your choice [by default it will be auto-populated as per Display name can be modified]and select publisher which we created earlier from the lookup and version number as 1.0.0.0 and Description of the solution, like what is this solution about and its purpose and click on Save button as shown in the below figure.

Step 7:

Once in the Step 6 , if the user clicks on Save button / Save and Close button, user will be navigated to Solutions window and where newly created solution will be present with package type as unmanaged and publish solution by clicking on Publish all Customizations Button as shown below.

(2) Creation of Publisher through Power Apps Maker Portal

Step 1:

Go to make.powerapps.com and login with your user name and password and select your environment as shown below.

Step 2:

Navigate to Solutions as shown in the below screen and select new solution,you should see a quick create form for solutions will be shown.

Step 3 :

In New Solution quick create form , provide Display Name and Name [which will be auto populated by default based on name ,but can be editable],select Publisher dropdown and select  publisher which we created earlier as shown below . Please refer to my last blog to know how to create a publisher in Dynamics 365 CRM Using Classic Mode and Power Apps Maker Portal. And give   as 1.0.0.0 ,fill Description and by default package type will be unmanaged  and click on Create button as shown below.

Step 4:

On Click on Create, a new solution with package type as unmanaged will be created as shown below.

Step 5 :

Click on publish all customizations button , your new solution is ready to use as shown below.

Figure 2.5

References : https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/solutions-overview

Conclusion :

In this way we can create a solution, using either Classic way of interface in Dynamics 365 and using Power Apps Maker portal.

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