How to Export and Import Solutions Between Dynamics 365 Instances

How to Export and Import Solutions Between Dynamics 365 Instances

By Ben Ward

Foreword

In this example, I will be exporting and importing a solution consisting of my custom Time and Expense entities previously created.

Exporting the Solution

Login to the destination instance of Dynamics 365 (where the customization resides and to be exported from). Go to Settings > Customizations > Solutions.
Click on New in the top ribbon. Complete the required fields located on the form.
Note: If you have not exported a solution before, you may need to create a new publisher record for yourself. To create a publisher record, click on the lookup button on the Publisher field and click on New.
Once the new solution has been created, click on Add Existing in the top ribbon and click on Entity. From Select Solution Components dialog, select all the entities that make up the solution you are looking to export. In this example, I know that the following entities are part of my custom Time and Expense solution:
·       Time entity
·       Expense entity
·       Time and Expense Date Range entity
·       Events entity
·       Event Participation entity
If you do not know this information, don’t worry. Dynamics 365 will produce a prompt displaying any missing dependencies later. I will purposely leave out the Event Participation entity to display the missing components prompt from Dynamics 365.
Go ahead a select all the entities that are a part of the solution to export and click OK.

The next screens will show all the assets that are a part of each entity selected on the previous prompt. In this example, I will export all the assets for each of the entities selected. To ensure all assets are included in the export, the Add All Assets box needs to be checked. Once ready, click Next:

Repeat the previous step for each of the entities selected and click Finish on the last entity prompt.

Dynamics 365 will then check the status of the solution and provide a list of missing components that were not added to the solution package. In this example, the icon asset was missing. Make sure ‘Yes, include required components’ is selected and click OK. The wizard will close and display the full solution which is now ready to be exported. To export the solution, click Export Solution in the top ribbon.

On the Publish Customizations screen, click Publish All Customizations (if any of the customizations to be exported have not been published yet) and click Next.
On the next prompt, Dynamics 365 will check to see if there are any missing components prior to exporting. In the previous steps, I purposely did not select the Events Participation required entity, and Dynamics 365 is informing me that this entity is required. To add the missing required entity, click Cancel on the prompt, select the related entity for the missing component (in this example the related entity is the Events entity) and click on Add Required Components in the top ribbon. The missing entity will appear in the list of components to export.
Click on Export Solution again and click Next.
On the Export System Settings (Advanced) prompt, you can “Select the following features if you want their system settings to be applied when the solution is imported. Note that the system settings are not removed if the solution is deleted. Consult your system administrator before including system settings in your solution.” In this example I will not export any of my system settings along with export and just click Next.
On the next prompt, I will select the Package Type to be Unmanaged and click Next.
The next prompt will ask for the target source version. I will select 8.2, and click Export.
The solution will download to your default download location.

Importing the Solution

Login to the destination Dynamics 365 instance and go to Settings > Customization > Solutions and click on Import in the top ribbon.
Click on Choose File and select the recently exported and downloaded solution, then click Next.
The correct solution information should be displayed. If this is correct, click Next.
Under Import Options, check Enable any SDK message processing steps included in this solution and click on Import.
The solution will begin importing into the target Dynamics 365 instance.
Once the solution has been imported, a notification should appear at the top of the prompt to display the status of the import. Click on Publish All Customizations.
Once the solution has been published, click on Close, refresh the browser and navigate to the corresponding section of the CRM where the newly imported solution will now reside. If the new solution appears, test out the functionality and you should be good to go!

How real businesses are using machine learning

how real businesses are using machine learning - ms

How real businesses are using machine learning

By Lukas Biewald as written on techcrunch.com
There is no question that machine learning is at the top of the hype curve. And, of course, the backlash is already in full force: I’ve heard that old joke “Machine learning is like teenage sex; everyone is talking about it, no one is actually doing it” about 20 times in the past week alone.
But from where I sit, running a company that enables a huge number of real-world machine-learning projects, it’s clear that machine learning is already forcing massive changes in the way companies operate.
It’s not just futuristic-looking products like Siri and Amazon Echo. And it’s not just being done by companies that we normally think of as having huge R&D budgets like Google and Microsoft. In reality, I would bet that nearly every Fortune 500 company is already running more efficiently — and making more money — because of machine learning.
So where is it happening? Here are a few behind-the-scenes applications that make life better every day.

Making user-generated content valuable

The average piece of user-generated content (UGC) is awful. It’s actually way worse than you think. It can be rife with misspellings, vulgarity or flat-out wrong information. But by identifying the best and worst UGC, machine-learning models can filter out the bad and bubble up the good without needing a real person to tag each piece of content.
It’s not just Google that needs smart search results.
A similar thing happened a while back with spam emails. Remember how bad spam used to be? Machine learning helped identify spam and, basically, eradicate it. These days, it’s far more uncommon to see spam in your inbox each morning. Expect that to happen with UGC in the near future.
Pinterest uses machine learning to show you more interesting content. Yelp uses machine learning to sort through user-uploaded photos. NextDoor uses machine learning to sort through content on their message boards. Disqus uses machine learning to weed out spammy comments.

Finding products faster

It’s no surprise that as a search company, Google was always at the forefront of hiring machine-learning researchers. In fact, Google recently put an artificial intelligence expert in charge of search. But the ability to index a huge database and pull up results that match a keyword has existed since the 1970s. What makes Google special is that it knows which matching result is the most relevant; the way that it knows is through machine learning.
But it’s not just Google that needs smart search results. Home Depot needs to show which bathtubs in its huge inventory will fit in someone’s weird-shaped bathroom. Apple needs to show relevant apps in its app store. Intuit needs to surface a good help page when a user types in a certain tax form.
Successful e-commerce startups from Lyst to Trunk Archive employ machine learning to show high-quality content to their users. Other startups, like Rich Relevance and Edgecase, employ machine-learning strategies to give their commerce customers the benefits of machine learning when their users are browsing for products.

Engaging with customers

You may have noticed “contact us” forms getting leaner in recent years. That’s another place where machine learning has helped streamline business processes. Instead of having users self-select an issue and fill out endless form fields, machine learning can look at the substance of a request and route it to the right place.
Big companies are investing in machine learning … because they’ve seen positive ROI.
That seems like a small thing, but ticket tagging and routing can be a massive expense for big businesses. Having a sales inquiry end up with the sales team or a complaint end up instantly in the customer service department’s queue saves companies significant time and money, all while making sure issues get prioritized and solved as fast as possible.

Understanding customer behavior

Machine learning also excels at sentiment analysis. And while public opinion can sometimes seem squishy to non-marketing folks, it actually drives a lot of big decisions.
For example, say a movie studio puts out a trailer for a summer blockbuster. They can monitor social chatter to see what’s resonating with their target audience, then tweak their ads immediately to surface what people are actually responding to. That puts people in theaters.
Another example: A game studio recently put out a new title in a popular video game line without a game mode that fans were expecting. When gamers took to social media to complain, the studio was able to monitor and understand the conversation. The company ended up changing their release schedule in order to add the feature, turning detractors into promoters.
How did they pull faint signals out of millions of tweets? They used machine learning. And in the past few years, this kind of social media listening through machine learning has become standard operating procedure.

What’s next?

Dealing with machine-learning algorithms is tricky. Normal algorithms are predictable, and we can look under the hood and see how they work. In some ways, machine-learning algorithms are more like people. As users, we want answers to questions like “why did The New York Times show me that weird ad” or “why did Amazon recommend that funny book?”
In fact, The New York Times and Amazon don’t really understand the specific results themselves any more than our brains know why we chose Thai food for dinner or got lost down a particular Wikipedia rabbit hole.
If you were getting into the machine-learning field a decade ago, it was hard to find work outside of places like Google and Yahoo. Now, machine learning is everywhere. Data is more prevalent than ever, and it’s easier to access. New products like Microsoft Azure ML and IBM Watson drive down both the setup cost and ongoing cost of state-of-the-art machine-learning algorithms.
At the same time, VCs have started funds — from WorkDay’s Machine Learning fund to Bloomberg Beta to the Data Collective — that are completely focused on funding companies across nearly every industry that use machine learning to build a sizeable advantage.
Most of the conversation about machine learning in popular culture revolves around AI personal assistants and self-driving cars (both applications are very cool!), but nearly every website you interact with is using machine learning behind the scenes. Big companies are investing in machine learning not because it’s a fad or because it makes them seem cutting edge. They invest because they’ve seen positive ROI. And that’s why innovation will continue.

Imagine Where Your Business Can Be…Then Take It There With CRM

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Imagine Where Your Business Can Be…Then Take It There With CRM

Business is great, but you’re likely still wondering what is next around the corner? Redefine your reality and use the power of a customer relationship management (CRM) solution to take your business to all the places you can imagine. Microsoft Dynamics® CRM and Office®365 can provide the insight you need to drive sales, improve customer service, and expand into new markets.
Businesses already using modern business solutions, like Office 365, can easily integrate other management solutions, including Microsoft Dynamics CRM, and build a solid foundation upon which to grow. Together, this technology can arm business leaders with the control and insight needed to build customer relationships and drive growth. Download this infographic, “Redefine Your Reality: Let Office 365 and Microsoft Dynamics CRM take your business to places you CAN imagine,” to learn how to develop unstoppable sales momentum, drive sales productivity, and deliver amazing customer experiences. Here’s how these business management solutions can take your business to any place imaginable:
  1. Energize customer engagementManage marketing and sales information within Microsoft Dynamics CRM to understand what drives your customers. You can also develop online connections with social media networks to identify buying behaviors, as well as communicate with more prospects and existing customers in real-time.
  2. Deliver amazing customer experiences: In addition to engaging customers on social sites, you can also create an online support portal for customers to access data on their own time, on their own terms. You can provide a searchable knowledgebase to provide consistent answers to common customer questions.
  3. Explore new markets: Capturing customer-centric data within Microsoft Dynamics CRM also offers a new level of insight into the buying behaviors of your customers, as well as the popularity of your products and services. You can then use this data to identify new regions or markets to enter, expand your customer base, and grow your business.
    Don’t wonder what could be in store for the future of your business. Take it to where you want it to be with the support of Office 365 and Microsoft Dynamics CRM. Download the infographic and contact Managed Solution to learn how you can build a strong, successful business by harnessing the power of these modern business management solutions.

    For information on deploying Microsoft Dynamics CRM in your organization, please call us at 800-257-0691 or fill out the contact form below and an expert will contact you shortly.


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