CRM Configuration Manager is an application for working with
Microsoft Dynamics CRM Customizations. The primary functions is to export and
import customizations the best way possible, fixing issues that exists in the
standard process provided by Microsoft. Also one goal with CCM is to be able to
automate the customization handling process, i e for use with version control
and installations scripts.
Here we describe how to use CRM Configuration Manager, step by step. CCM is
built upon one main dialog, that contains all input parameters. This gives a
powerfull user interface, but can also feel a bit complicated at first. The
whole Import / Export process can be summed down to six steps, we will explain
them bellow with an image illustrating where in the dialog the action is
This is the main dialog, all actions are done in a top to bottom fashion, where
you start at the top and drill down the options until you have a valid selection
- Operaion, Here you selected what operation you want to perform,
- Export, Operation to extract customizations from a CRM server to a destination
file or CRM server.
- Import, Operation to import customizations to a CRM server
- Import & Publish, Operation to import customization, and publish the imported
customization on the destination CRM Server.
- Source, Here you select the source of the data that should be exported
- CRM, Shown when Exporting, The CRM Server that should be used to extract
- File, Shown when Importing, The customizations file (zip or xml) that contains
customizations to be imported.
- Destination, This is the destination of the selected operation
- CRM, Shown when Importing and Exporting, ....
- File, Shown when Exporting,
- Custom, Here you could add your own destination file formats using CCM Add-in
- Options, This is what extra data handling should be performed during
- Include Related Entities, ....
- Export only Modifcations, ....
- Silent, ....
- Remove Deleted Attributes, ...
- No Prompting, ...
- Selections, ....
- Execute, This starts the execution of the operation. When finished the
data should have been transfered from the source to destination with the