Solutions Concept & Demo in Dataverse or Dynamics 365 | Export, Import, Clone, Patch, Publish

[Music] about solutions in microsoft database or dynamics 365. in this session we will discuss all about solutions one by one how to create solutions what is solutions how you can export import what is patch what is you know cloning and all that so if you have not subscribed my channel you can subscribe because i am creating many videos of this power platform and dynamic series with dataworks and if you have not subscribed subscribe this channel this is called a subject line so let us start the solution uh session so what is the solution in solution in basic form we can thought edge solution is a container of components we can create multiple components in dynamics 365 or microsoft power platform it can be a configuration component it can be it can be a compo customization component so any component that you can create in your dataverse environment you can package that like let's say this is a table and this is a workflow and plugins all customization components or configuration components can be packaged in one package that is called a solution now why we do this packaging now whenever you don a project and you want to share that solution to third-party vendors or in other environment upstream environments like from development to uat then uat to production like that then that package will be exported and imported in target environment that's why as a developer we have to create our custom solution and we can add custom components or you we can add components whether it is existing or new component in that solution and that will be called as a solution package right now so next we will see how we can create a solution and what is the publisher publisher is nothing but the owner of the solution let's say every software has a has a owner right so let's say you created a solution for for some project like vendor management system then this solution should be owned by someone with some you know some owner information with prefix prefix defines the name of the component uniquely if you want to add a table to your solution and you want to create a table name let's student then whatever prefix defined in the publisher will be used to define the logical name or database name of this component if it is soft it will create soft underscore your student like that and choice choice seed is nothing but the you know number which is the starting number of the items that you create a choice field or drop down field i will tell you that so let us see how we can create new solution and new publisher at the first stage now this is my environment this is my powerapps this is my source environment here i want to create a new solution so click go to solutions click on new solution here you have to give a name let's say i am giving vendor vendor management or vendor app or you can define as vendor solution right and once you give a name the schema name will be automatically populated for you next you have to choose a publisher publisher is nothing but the owner who will author this solution so you can click create new publisher or you can define an existing publisher i have already created a shopjimmy publisher these two are default okay so let me create a new publisher here give a name of the publisher let's say shop chip sub chip new solution or new publisher okay now the name will be same but without any space right now description you can give the same description now this is the prefix whatever prefix you have you have to give here that will be appended as a prefix for all component that you add to your solution right if you if you use let's say soft new then if you create a table called a student the name will be shop new underscore student so this is the naming convention that identifies a specific component as per owner or publisher and this is the choice field prefix number value prefix that will be used whenever you create a choice field for any table okay now you can define your uh details about the owner you can define whatever you want okay because these contact information will be used whenever the third party vendor to whom you have said this solution if he wants to connect with you for some reason so click on save as soon as you click save the publisher will create it for me in a short file so click on this drop down now this is the solution or publisher i have created with a different prefix now you have to give a version here let's say 1.0.0 so versioning is nothing but the major minor major the second digit is minor third digit is build and fourth digit is village major minor build release now i can click on create now my solution will be created in a short file now once this vendor solution is created now i can keep adding my components right if you go my go to my slide you can see the next slide is adding components once the solution is created with a publisher now the next stage is how i can add components right now i can go here i can i can create new components to my solution or i can add existing solution existing components as because you have taken subscription for your database environment microsoft already given you some common business oriented uh tables and logics for you components for you right right so if you click on add existing and click on table you will see there are many tables available so from where these tables are coming from so these are out of the box tables that is created for you when you take an environment subscription and if you want to create your own brand new components click on new and choose whatever component you want to create let me add a component that is already available add i will existing and click on table i want to add accountable so i will add account so i'll select account and click on next every table has different you know assets table assets if you click on select components you will see relationships column business tools many things are there so only add those components which you want to update or change do not add any component assets that you do not want to change as because this is an existing entity table you you should be careful while adding to your solution so i just want to change the account name field display name to something else my requirement is i want to update this when i create an account the label showing here is account name i want to update to company name right so to do this i can directly use default solution but the best practices create a new solution custom solution and add this field to your solution as i want to add here so choose this column for this entity and click on add and click on add so watch one as soon as you add that column if you open this component you will only see one field that you have added to this solution for this table component right although there are multiple columns relationships business rules for this accountable i only added the required components that i want to have in this solution for editing okay now this is how you can add components you can use if you want to add more components for this table you can use add sub components so that you can choose the sub components for this account table right now i can go to the solution again and i can click on add existing informations or new components you now you see how i can add existing component you can see i will also tell you how i can add new informations okay now let us go to the slide so you understand how we can add components to the solution next publishing the changes now before publishing the publishing i will tell you about publishing before that let us change something now i want to change the label of the account name field so i will open the field this is the field and i want to change this to company name so i will just open it and update the display image company name right now once i change this to company name and save it you have to save the table because you have done some changes to the [Music] field so i have updated the account image company name and also as because this is a form we need to update this label name on the account form so i have to again go to the powerapps solution and add a form some sub component to this solution for the account so that i can update the label there okay so let us go to the form section once it is updated now it will take some time yes now it once it is updated i will go to forms and try to add sub component because i want to add this form so that i can update this label so i can go here click on add sub component and click on forms account table has multiple forms but i want only the default form to be updated so this is the default main form i can click on add the phone will be added into the solution right now i can go to the form and open this form in edit form in new tab i want to update that label [Music] so this is the form and to update that field on the form you have to just double click that field or just click once and go to the right side property property section so that i can update now this is compound name can you see that when i have updated the field name it is automatically updated right because this field is mapped to account name so i do not need to change anything here so i have just told you that if sometimes updating the field display name is not sufficient go here to the form which is using that label and double check if it is properly updated or not once it is updated i do not need to any change now i will just go here and remove this component because this form does not require any change because i have already updated the columns display name so i will just remove from this solution do not delete this component just remove from this solution select the form remove the solution so what i have done i have just added the column updated the display name and that's it right now this is how you can keep adding components and updating your components now next go to here now publishing the solution why publishing this solution is required because whenever you update something in your solution it actually staged two intermediate stage until unless you publish this solution that will not impact or not not effect how let us so this is my solution i have not published yet now i will go to here and try to refresh press f5 to refresh the screen now if you press f5 you will also observe that the display name this display name is is updated as company name right now previously it was account name now it was company name so sometimes if it is not updated you have to publish your solution right it is updated now it is not required but it is best practice you have to publish your solution so go to solution and click on publish all customization so that all the changes are committed to your database for effect now once you publish all the customization will be impact and it will be effect and you can check in action although it is already updated for me but it is best practice to publish all your solution because sometimes the code you work the form scripts or plugins that you work requests explicit publish functionality or publish process so once you publish the next thing is once it is published i can export this uh solution so that i can import it in another environment let's say i have two environments this is my development environment and i have another environment here this is other environment right now i want to so if here you can check the account it is still showing account name i want to update the same changes to this environment also so how can i do that i don't want to do the same solution design here rather i will just export that solution from that source environment and i can import it right so let us do this let us wait for publishing all the customization which are part of this vendor solution and then we will export it right now let us go and wait for some seconds now it is published now we can export it and import in the target environment so i will go here once it is exported once it is published i can click on export and i already published the changes right now you can click on check for an issue if there is an issue it will give you the error report so that you can fix it but i don't want i don't want to check now i want to export it with a version the base version was 1.0.0.0 now i want to export it as one point current version is 1.0.0.0 i want to export it as 1.0.0.0 okay so i can choose whether it is managed or unmanaged i can choose managed click on export to understand managed and unmanaged solution default solution i will prepare a new video for you guys so but for this video it is not in the scope so i will skip this solution types now once i have exported it now it will export to the local folder it is trying to export exporting the solution in short file it will ask me to select a folder location where i want to store the zip file actually when we export the solution it actually creates a dot g file and it will be stored in your local machine that you have chosen the location so it will take some time now the solution is exported i will choose desktop and the version is selected as 1.0.0.0 and unmanaged click on save so i have successfully exported this solution from my source environment now the next thing is i want to import this solution in target environment right now i will go to target environment this is my environment and i will go to again solutions and click on import as soon as i will import you will see browse option is available click on browse and choose the same g file that has been exported from source environment now click on next [Music] now click import now once you click on import it will try to import the solution that has been received from the source environment to your target environment this is my environment target environment and if you go here in the account it is still saying as account name i want to update this as because of the solution import right so i'll go here and try to wait uh till the solution is imported successfully now the solution is imported successfully and this vendor solution is presented here now try to request the account account form in the target environment press f5 and let us check if this account name label is updated to company name or not now you can see on this account form this is updated as company name and this is as because of the solution that we have imported from the source environment and the version is this right now for some reason so we have seen that how we can imported and exported exported and imported the solution now next we will discuss about solution page solution page is nothing but a small changes on the parent solution that we update if it is required let's say your organization is telling that no no this company name should be updated edge organization name so what i have to do i have to change that component again right so i do not need to update the all components on the table rather i will just create a patch because this solution contains currently only one component but your solution might contain multiple components so for multiple component holding solution should not be exported again with all components for small change that's why we create a solution page out of this parent solution so that i can add small changes and export the page and input in the target environment for small changes or hot pixels or anything that you can think of so now create a page go to solution and open this and click on the three dots and clone a page so patch is nothing but a small solution out of a parent solution when you create a patch you have authority to change either build or release you cannot change major or minor version so change initially it was 1.0.0.0 as i want to uh click create a patch so i can include increment 0 to 1 right and i can click on save now when i have created this page you cannot directly change this parent solution this is the parent solution you cannot directly change anything now you have to go to the solution and open the page that has been created this is the page now open this now this patch will not have any component till now so i have to add again that same thing table and account the same field i want to add because i want to update the uh display name so account name or company name the previously it was updated as company name so it will be company name right so click add add now again i will open this table and i will go to the display name of this field and i will update its organization name okay now when i have updated this organization name and save the table it will be updated and i can export that but before that let us understand uh i want to add a new column here okay i have updated this column i want to add also another column to the account entity right so i can add new column let's say comment okay i want to add done now once i have added this comment field i want to place this comment field on the now this comment field is added now i will just save it so once i saved it i can export this patch from the source environment and again import to the target environment right so this is how page can be exported and imported i will show you now this is the patch this is the patch you always give a proper name i have not given the proper name it should be vendor solution patch to identify properly now click on this and click on export now this time i will export the page click on export always keep it managed now once you export this it will be exported to your location or to your local folder the same process we have done for the parent solution now if there is any patch you cannot change anything in the parent solution whether you have to create multiple patches for all further changes to the components then we will do a cloning of the solution when we want a bigger feature on this vendor solution and then we have to apply upgrade okay so let us currently let us wait for the solution it is currently exporting so always use patch if there is small changes required for your solution i will save it as here i'll go to so once it is exported i can check if it is updated as organizer name or not this is my source environment in source environment i have already updated the label i am expecting the name will be updated as organization name now it is updated now i will go to target environment and again import the page so import browse this is the page so this time i will import the page now the page flag is yes this time so click on import now it is inputting the page now once it is imported successfully if i will refresh this the name of this label will also be changed now the important thing is you can keep adding multiple patches to the environment right now the point here is if the patches are additive for example in the source environment you have added multiple components to your patch but what if you want to delete an existing component from uh destination you can delete it from source but does it will apply do it will apply for target environment it will not automatically apply if you do not apply an upgrade so i will show you how to do that now it is trying to currently import now once it is imported so what is solution so you understand solution patch so what is cloning cloning means creating a new duplicate solution out of the parent and patch solutions let's say there are there are one parent solution and there is a patch here now i want to clone it so how to clone it now i will go here to the parent solution and try to clone the solution once i'll clone it will give you an option to update major and minor so i want to update age 1.1 so click on save as soon as you save it it will automatically create a new solution and all the patches will be rolled up to this solution and if you open this you can see all the components that you have added as because of the patches or parent solution will be rolled up to this solution right so this is the new field i have added is because of the page and this is the change i have updated now this solution contain all the updated components now again i can click on this export button and the same way i can import in this target environment right so i can import in the target environment now the important thing is once you update in this target environment if you click this option you will see there is a option called as apply target so apply target is disabled in powerapp solution editing so what you have to do you have to click on this uh so you have to go to the switch to classic and in the switch to classic you will see there is option called as apply upgrade so once you apply upgrade the patches will be rolled up to a new solution so the new solution the classic mode of the solution editing will open so in apply upgrade concept also you can delete a component from your target environment if it is managed so this is the page i can click on this parent solution and click on apply solution upgrade now it is trying to apply solution upgrade can you see that the vendor solution does not have a upgrade why it is telling because you should have a clone upgrade solution to be imported first you cannot apply solution upgrade in any of these solutions of the existing one until unless you upgrade a solution right so how to upgrade that solution now you have to create a clone i have already created a clone of the solution here right now i can export this export once i will try to export this so this is a new you know cloned solution or upgraded solution which combines all the patches and parent solution in one upgraded solution in source environment when i will take this solution to target environment and import it after that i can upgrade it in target solution so that all the patches and all the parent solutions will combine to the new upgraded solution perfectly so let us wait it is trying to export the solution now it is exported this is different version i will go to target environment and try to import the new version this is my new version i can click on next this short now you can see the solution package contains an upgrade for the solution that is already installed right because this is a clone of new upgraded version right now click on import now once you click on import a new uh solution which is upgraded solution will be available here so ultimately you will find three solutions available in target environment this is the parent solution this is the patch and another is trying to input now which is the upgraded solution if you don't want to keep multiple versions of the same solution with different different patches and parent solution you want to upgrade so that it will upgrade to the new version right let us wait it is trying to import the solution now you can see this vendor solution is imported so this is the upgrade you can see here the naming convention this is your upgrade this is a patch and this is a parent solution now what i can do i can click on this applies upgrade applies sorry apply upgrade for this parent entity right now if i want to apply upgrade i can click on this update upgrade but as i have told you this will be available in classic mode i can refresh this i should be having another solution here now once this solution is available i can apply upgrade so upgrade will just upgrade your solution with all patches and the base solution so this is the base solution i can click on this and click on apply solution upgrade once i click on apply solution upgrade all the patches and base form will be updated okay so let us go here to the solution upgrade and try to apply solution upgrade oh sorry it is telling something let me go to vendor solution and click try to apply solution upgrade what it is telling let us see it is telling an error the solution installation or removal fell due to the installation or removal of another solution at the same time so again try to refresh and in the meantime publish the solution in the target environment okay it is already published oh it is trying to currently importing solution it's not yet completed so we have to wait for it so you cannot upgrade until unless it is imported now it is imported and can you see that it is upgraded also right is because i have already clicked upgrade so it is upgraded and all the uh patches and you know parent solution are combined to form this upgraded version so i hope you have understand you understand how solution page works solution clone works and applies upgrade apply upgrade works about solutions so thank you guys i will come with more you know conception microsoft power platform and dynamics 365. stay tuned and if you have not not subscribed subscribe this channel thank you see you later bye

Channel: Softchief Learn

Views: 10,084

Keywords: Dynamics, CRM, Dynamics 365, Power Apps, d365, power platform, dynamics 365 tutorials, dynamics crm training, solutions in dynamics 365, dataverse soltuions, power apps solutions, solutions in power apps tutorial, solution patch, solution clone, solution patch in dynamics 365, solution close in dyanmcis 365, solutions tutorial dynamics 365

Id: kxA49R_4Yyk

Length: 34min 17sec (2057 seconds)

Published: Mon Sep 06 2021