View or edit default solution components

  • Article

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

All components that make up a default solution or an unmanaged solution are listed in the window for that solution.

All components that comprise the managed solution are listed in the solution explorer. You can view all components and properties for a managed solution, but you can’t edit the properties or perform any actions on the components. More information:  Use solutions for your customizations

Warning

If you attempt to install some solutions without first installing product updates, you’ll receive a warning. This warning will give you the option to install a solution without the components that depend on product updates, but it’s very likely the solution may not function as designed. When a solution import is complete, you can check the import log to see which components were imported successfully.

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.

View a managed solution in the solution explorer

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365. 

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Customizations.

  3. Click Solutions.

Edit a customizable component for the default solution or an unmanaged solution

  1. Go to Settings > Customizations.

  2. Click Solutions.

  3. In the Solution window, click Components to see a list of all default solution components in the main pane. To see components for an individual type, select a type from the Component Type list.

    The component type and the properties set by the creator of the component determines whether a component is customizable. This is indicated in the Customizable column.

    The following table lists actions that you can perform on some components. These actions are available on the command bar.

    Actions

    Comments

    New

    Create a new component. You can create new components for most types. The exceptions are SDK message processing steps, client extensions, plug-in assemblies, and service endpoints.

    Add Existing

    (Applies to an unmanaged solution only.) Add a component from the default solution or other unmanaged solution to this solution.

    Delete

    Delete an existing component. You can delete unmanaged components or managed components that are customizable. You cannot delete any system entities. If the component has dependencies such as relationships, you must remove the dependencies before you can delete the component. See Show Dependencies.

    Remove

    Remove a component from the solution. The component will still be available in the default solution after you remove it here.

    Publish

    This action applies to the entity component. Publish customizations to your Microsoft Dynamics 365 organization, including changes to forms, fields, views, charts, and relationships.

    Activate or Deactivate

    Do this for workflows, dialogs, and SDK message processing steps.

    Show Dependencies

    Open a dialog box that lists the other components that are dependent on this component. If you want to delete this component, you must remove the dependencies first.

    Managed Properties

    This action lists the managed properties settings for the component.

    Add Required Components

    (Applies to an unmanaged solution only.) Add required components to your solution. This helps you avoid an error when you export the unmanaged solution.

See Also

Edit or view managed properties
Export your customizations as a solution
Export customized entity and field text for translation
Import translated entity and field text
Use solutions for your customizations