Edit a solution publisher

Dynamics CRM 2016
 

Updated: November 1, 2016

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

Every solution has a publisher. Information about the publisher (for example, address and support contact info) is stored in a record. Each solution has a look-up field that associates the solution with the appropriate publisher record for that solution.

The default solution has a publisher named “Default Publisher for <your organization name>”. The publisher record contains a prefix value. The default value of this prefix is “new”. When you create a new solution component, this prefix is appended to the name. This is a quick way to indicate the solution that the components belong to. Before you start customizing your system, we recommend that you change the prefix value for the default publisher to something that identifies your company.

You can edit some of the properties in the publisher record of an unmanaged solution or the Microsoft Dynamics 365 default solution. You can’t edit any properties for a publisher record that was imported as part of a managed solution. Customization tasks can be performed only while you are online.


  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. 

    • Follow the steps in View your user profile.

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

  2. Go to Settings > Customizations.

  3. Choose Publishers.

  4. In the list, double-click the row for the publisher record that you want to edit.

  5. Modify the Display Name for the publisher. The name that you enter here is added as an option to the Publisher list in a solution record. When someone creates a new solution, that person can select this publisher.

    System_CAPS_noteNote

    The value in the Name box is created with the record and can’t be edited.

  6. In the Prefix box, edit the text prefix that you want added to any entity or field created for a solution that has this publisher. This text prefix, plus an underscore, is added before the value in Name.

  7. In the Option Value Prefix text box, edit the set of integers that are a prefix for any option set created in a solution for this publisher.

  8. Choose Save and Close.

System_CAPS_noteNote

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.

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