Neil McDonald's Dynamics CRM Blog

Archive for August 2012

Import a Solution Without Form Customisations

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I’ve been using a solution recently which I really like, but it has added quite a lot of new fields, tabs, sections etc to my default entity forms which I didn’t really need.

I want some of the features of the solution, but without the form customisations. To get around this I took a look inside the solution zip file.

Note: You should check that the solution does not rely on the form changes by performing this on a dev system first. Also, make a backup copy of the solution and your MSCRM database. In this case, I’m using a managed solution, so the changes can be easily reversed by uninstalling.

Solution1

I extracted the customizations.xml file to my machine and opened it up in Notepad++. In this case we’ll look at the Account entity.

Solution2

If you scroll through the Account entity, you’ll eventually get to the <FormXml> element. I find it easier to get the <EntityInfo> element out of the way by minimising it with Notepad++. It saves me scrolling through 2500+ lines.

Solution3

The <FormXml> element contains all of the form customisations which are going to be imported i.e. fields to display, sections on-load/on-save script etc. Read the rest of this entry »

Written by neilmcd

August 16, 2012 at 3:41 pm

Posted in CRM 2011

Tagged with ,