{"id":7316,"date":"2020-07-07T15:54:40","date_gmt":"2020-07-07T19:54:40","guid":{"rendered":"https:\/\/reenhanced.com\/?p=7316"},"modified":"2020-07-07T16:12:40","modified_gmt":"2020-07-07T20:12:40","slug":"dynamics-365-crm-system-administrator-how-to-guide-getting-started-with-solution-management","status":"publish","type":"post","link":"https:\/\/reenhanced.com\/2020\/dynamics-365-crm-system-administrator-how-to-guide-working-with-solutions\/","title":{"rendered":"Dynamics 365 CRM System Administrator How To Guide: Getting Started with Solution Management"},"content":{"rendered":"\n

We’re launching a new series of tips and tricks directed at arguably the most important person using your Dynamics 365 CRM system: the System Administrator! Many of us who don the “System Administrator” crown at our organizations are absolute CRM unicorns. We tend to hold many roles in the organization. Often times, System Administrators are thrust into the role with little or no training. Perhaps you were a super user. Perhaps you work in Marketing and inherited CRM for the Sales team. Perhaps you work in IT and are more technically-minded. Regardless, there are countless paths. But here you are! CONGRATULATIONS! You are a CRM Unicorn (aka System Administrator).
<\/p>\n\n\n\n

\"You
You are a CRM Unicorn. <\/figcaption><\/figure><\/div>\n\n\n\n

There are many tasks assigned to a System Administrator. We could spend years going through each of them. This blog could become a giant book, which as everyone knows – is way too long for a blog. We will begin instead by highlighting a few of the tasks you will use often that make a big impact for your users.<\/p>\n\n\n\n

Let’s start off with a fun topic: working with solutions<\/strong> and how to get started with solution management! This is essential to master to make changes in your environments,<\/em> and it is a little different in On Premise systems than Online systems which uses Power Apps. You’ll see Online or On Premise pulled out when things are different – follow the best path for your org.<\/p>\n\n\n\n

<\/i>
BONUS TIP! If you eventually need to get any Microsoft Certifications done (like the MB-200<\/a>), make sure you know the difference between managed & unmanaged and when Microsoft thinks you should use each.<\/div><\/div>\n\n\n\n

Managed or Unmanaged? Why is that such a hard question and why does it matter in Solution Management?<\/h3>\n\n\n\n

Ah, time for a classic debate in the Dynamics 365 world: should you use managed or unmanaged solution files<\/a>? I’ll let Microsoft answer this one:<\/p>\n\n\n\n

“A\u00a0managed solution<\/strong>\u00a0<\/em>is a completed\u00a0solution<\/strong>\u00a0that is intended to be distributed and installed. An\u00a0unmanaged solution<\/em><\/strong>\u00a0is one that is still under development or isn’t intended to be distributed. When the\u00a0unmanaged solution<\/strong>\u00a0is complete and you want to distribute it, export it and package it as a\u00a0managed solution<\/strong>.”<\/p>Microsoft documentation on solution management<\/a><\/cite><\/blockquote>\n\n\n\n

Resources to learn more<\/h4>\n\n\n\n

Here are the official Microsoft documentation details for On Premise Dynamics 365 systems: https:\/\/docs.microsoft.com\/en-us\/dynamics365\/customerengagement\/on-premises\/developer\/introduction-solutions<\/a>; and the documentation for Dynamics 365 Online \/ Power Apps: https:\/\/docs.microsoft.com\/en-us\/powerapps\/maker\/common-data-service\/solutions-overview<\/a>.<\/p>\n\n\n\n

Now that this is cleared up, let’s move on to the important stuff…<\/p>\n\n\n\n

Creating a New Solution File in Sandbox System (On Premise Customers)<\/h3>\n\n\n\n

1. The first thing you’ll need to do is navigate to your Sandbox system.
2. Navigate to Settings <\/em><\/strong>and select Solutions<\/em><\/strong>.<\/p>\n\n\n\n

\"Navigating<\/figure><\/div>\n\n\n\n

3. In the All Solutions<\/em><\/strong> section, click the New<\/em><\/strong> icon.
<\/p>\n\n\n\n

\"Adding
Adding a new solution file for On Premise customers.<\/figcaption><\/figure><\/div>\n\n\n\n

4. A new window will pop up, which is where you can build your solution file. You’ll need to add the following details:<\/p>\n\n\n\n