Export a solution

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.

Export a 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