Export an unmanaged solution

This topic applies to Dynamics 365 Customer Engagement (on-premises). For the Power Apps version of this topic, see: Import, update, and export solutions

Exporting a solution will allow you to transport your configuration changes from one environment to another or to store your configuration into your source control system. Exporting a solution will export the published unmanaged changes for each component associated to the solution. You can only export an unmanaged solution.

We recommend that you export your unmanaged customizations periodically so that you have a backup in case anything happens. You cannot export managed solutions.

1. Go to Settings > Solutions.

2. In the list select the solution you want to export and choose Export.

3. In the Publish Customizations step you will be reminded that only published customizations are exported and you will have the option to Publish All Customizations before you choose Next.

4. If your solution contains any missing required components you will see the Missing Required Components step. You can disregard this warning only if you intend to import this as an unmanaged solution back into the original organization, or if all of the missing components are in other managed solutions that will be present in your destination organization. Otherwise, follow the instructions in the dialog to cancel the export and add the required components.

5. In the Export System Settings (Advanced) step you can choose certain system settings to include in your solution. If your solution depends on any of the groups of system settings, select them and choose Next.

   See Settings options for solution export below for details about the settings that will be included with each option.

6. In the Package Type step, you must choose whether to export the solution as an Unmanaged or Managed solution. Unmanaged solutions are intended to be used to transport configuration from one development environment to another or to check into your source control system. Managed solutions are intented to be used to transport configuration to all other environments including test and production environments.

7. Choose Export to download the solution file.

   The exact behavior for downloading files varies between browsers.

Settings options for solution export

The following table shows the options available when you export a solution:

Group	Setting	Description
Auto-numbering	Campaign Prefix	Prefix used for campaign numbering.
Case Prefix	Prefix to use for all cases throughout the app.
Contract Prefix	Prefix to use for all contracts throughout the app.
Invoice Prefix	Prefix to use for all invoice numbers throughout the app.
Article Prefix	Prefix to use for all articles in the app.
Order Prefix	Prefix to use for all orders throughout the app.
Unique String Length	Number of characters appended to invoice, quote, and order numbers.
Calendar	Calendar Type	Calendar type for the system. Set to Gregorian US by default
Date Format Code	Information about how the date is displayed throughout Dynamics 365 Customer Engagement (on-premises).
Date Separator	Character used to separate the month, the day, and the year in dates throughout the app.
Max Appointment Duration	Maximum number of days an appointment can last.
Show Week Number	Information that specifies whether to display the week number in calendar displays throughout the app.
Time Format Code	Information that specifies how the time is displayed throughout the app.
Week Start Day Code	Designated first day of the week throughout the app.
Customization	Is Application Mode Enabled	Indicates whether loading of Customer Engagement in a browser window that does not have address, tool, and menu bars is enabled.
Email-tracking	Allow Unresolved Address Email Send	Indicates whether users are allowed to send email to unresolved parties (parties must still have an email address).
Ignore Internal Email	Indicates whether incoming email sent by app users or queues should be tracked.
Max Tracking Number	Maximum tracking number before recycling takes place.
Render Secure Frame For Email	Flag to render the body of email in the webform in an IFRAME with the security='restricted' attribute set. This is additional security but can cause a credentials prompt.
Tracking Prefix	History list of tracking token prefixes.
Tracking Token Base	Base number used to provide separate tracking token identifiers to users belonging to different deployments.
Tracking Token Digits	Number of digits used to represent a tracking token identifier.
General	Block Attachments	Prevent upload or download of certain attachment types that are considered dangerous.
Currency Format Code	Information about how currency symbols are placed throughout the app.
Currency Symbol	Currency Symbol
Full Name Display Order	Order in which names are to be displayed throughout the app.
Presence Enabled	Information on whether IM presence is enabled.
Negative Format	Information that specifies how negative numbers are displayed throughout the app.
Number Format	Specification of how numbers are displayed throughout the app.
Pricing Decimal Precision	Number of decimal places that can be used for prices.
Share To Previous Owner On Assign	Information that specifies whether to share to previous owner on assign.
Marketing	Allow Automatic Response Creation	Indicates whether automatic response creation is allowed
Allow Automatic Unsubscribe	Indicates whether automatic unsubscribe is allowed.
Allow Automatic Unsubscribe Acknowledgement	Indicates whether automatic unsubscribe acknowledgement email is allowed to send.
Allow Marketing Email Execution	Indicates whether marketing emails execution is allowed.
Outlook Synchronization	Allow Address Book Synchronization	Indicates whether background address book synchronization in Microsoft Office Outlook is allowed.
Allow Offline Scheduled Synchronization	Indicates whether background offline synchronization in Office Outlook is allowed.
Allow Scheduled Synchronization	Indicates whether scheduled synchronizations to Outlook are allowed.
Email Send Polling Frequency	Normal polling frequency used for sending email in Outlook.
Min Address Synchronization Frequency	Normal polling frequency used for address book synchronization in Outlook.
Min Offline Synchronization Frequency	Normal polling frequency used for background offline synchronization in Outlook.
Min Synchronization Frequency	Minimum allowed time between scheduled Outlook synchronizations.
Auto-Tag Max Cycles	Maximum number of aggressive polling cycles executed for email auto-tagging when a new email is received.
Auto-Tag Interval	Normal polling frequency used for email auto-tagging in Outlook.
ISV Config	Service Calendar Appearance Configuration	You can define visual styles for service calendars. More information: Service Calendar Appearance Configuration

See also

Distribute solutions and patches