Add a solution component
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016
Adding a component to a solution extends the functionality or usefulness of that solution for users. You can add a component to an existing unmanaged solution, or you can create a new unmanaged solution and add a component to it. This procedure guides you through the process of creating an unmanaged solution and adding new or existing components. While you can add new or existing components for most component types, for the following types you can only add components that already exist in Microsoft Dynamics 365:
SDK message processing steps
Components can be created in the Customization area of Microsoft Dynamics 365, or they can be developed outside of Microsoft Dynamics 365. More information: MSDN: Introduction to Solutions
Customization tasks can be performed only while you’re online.
Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.
Check your security role
Follow the steps in View your user profile.
Don’t have the correct permissions? Contact your system administrator.
Go to Settings > Solutions.
On the command bar, choose New.
Complete the required fields, and then choose Save.
By default, this saves an unmanaged solution.
To add a new or existing component to a solution, in the Component Type list, choose the type you want to add, and then, on the command bar choose New or Add Existing.
The steps required for adding each type of component are available in the Help on This Page topic associated with the type of component you’re adding.
After specifying the necessary details for the component, choose Save and close the window, or choose Save and Close (depending on the type of entity you created or added).
To set the managed properties for each component that you’re adding, on the command bar, choose Managed Properties. More information: Edit or view managed properties
Choose Save and Close to save your unmanaged solution and any components that you added to it.
When your customizations are complete, publish them:
To publish customizations for only the component that you’re currently editing, choose the entity you’ve been working on, and then choose Publish.
To publish customizations for all unpublished components at one time, choose Entities, and then on the command bar, choose Publish All Customizations.
Installing a solution or publishing customizations can interfere with normal system operation. We recommend that you schedule a solution import when it’s least disruptive to users.