Understanding D365 CE solution Deployment – Part 2

In previous post we discussed about various ways of solution deployment and the types of solutions. Let us see how we do it actually.

Here we are looking at the manual solution deployment

In the source instance, go to solutions

Solution Deployment 1

Click on Create new solution

Solution Deployment 2

Enter the details like display Name, Name, Publisher and version.

Solution Deployment 3

Either we can select existing publisher or create a new publisher. Publisher defines the prefix for the customization which  is “new_” by default and we can change based on our strategy. In case we are ISVs and want to distribute this solution to multiple clients, we can define the prefix as per our decision. Even in multi vendor implementations, different vendors can create separate publishers or use common as per client’s guidelines.

To create a new publisher, go to settings, Customization and click on Publishers

publisher

Click on New

publisher1

Enter the required details, importantly prefix and save and close.

publisher2

After selecting the publisher, enter other details about the solution

Solution Deployment 4

Once the solution is created, we can either add new components or existing components  and do the customization  Solution Deployment 5

Finally we need to publish all customizations Solution Deployment 6

After the publishing the customizations, now we can export the solution

Solution Deployment 6.PNG7

When we export the solution, it again asks for publishing, we can click on Next button

Solution Deployment 8

We can select the export settings as mentioned below and click on Next button

Solution Deployment 9

Here it asks if we want export Managed or Unmanaged.  Unmanaged is by default selected and we have  to explicitly select Managed and click on Next button

Solution Deployment 10

It will download the zip file of the exported managed solution. Now we need to open the destination instance. Go to Advanced settingsSolution Deployment 11

Go to solutions, click on import

Solution Deployment 12

Browse and select the recently downloaded file solution zip file

Solution Deployment 13

Click on nextSolution Deployment 14

It will show import successful message. In case there are any errors, we can download the log file and verify

Solution Deployment 15

We can check in the destination instance if our customization is getting reflected.

After basic solution deployment, let us see patch deployment in further post.

Happy deploying !!

Understanding D365 CE solution Deployment – Part 1

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