Import Customizations of the Entity having Icons from Managed Solution in Dynamics CRM

By | May 12, 2016

Introduction:

Recently we had a requirement of importing a custom entity Hotel from one online CRM to another online CRM, which was a part of unmanaged solution. While exporting the Hotel entity from source system, we observed that the icons of the entity were from managed solution having prefix as “VarIcon” of PascalCase format. As these icons were part of the managed solution, we were not able to export these Entity icons.

When we imported the custom entity Hotel to the destination system it did not show an icon for the Hotel entity in Customization section.Import Customizations of the Entity

Also in navigation area the Hotel Entity was showing an error on Hotel Icon as shown in below screenshot.navigation area

When we tried to fix it by clicking on Update Icons button of Hotel entity in Customization section, we got the following error.update icon

We were not able to update the icon of the imported entity. If you too get this type of error, then you can follow below mentioned steps to overcome with this issue.

  • Icons can be downloaded from source system by clicking Preview button of the web Resource.
  • Then create a publisher having same prefix as source system. In our case it was “VarIcon”.
  • Now create the web resources containing icons for the Hotel Entity.
  • As we know, CRM doesn’t allow us to create a publisher with prefix as PascalCase format. It automatically makes prefix as lowercase, so we have to do changes in XML of the web resource.
  • Add new solution “HotelEntityIcons” with newly created publisher which is having same prefix as source system.
  • Add required web resources to show an entity icon in this “HotelEntityIcons” solution with the same name as source system.
  • Export this solution and make changes in the XML of Customization.

We need to make the prefix in PascalCase format as source system. When we exported the “HotelEntityIcons” solution, it was having prefix in lowercase format for the entity icons as shown in below screenshot.customizations

We have made changes in this XML to make Hotel entity icons prefix as PascalCase format, it is shown in below screenshot.customizations in entity

Now save the customizations and import this solution to the Destination System. You can see the Icons for the Hotel Entity as shown in the below screenshot.customizations and import

hotelsAlso, you will be able to change the Icon of the Entity by clicking on Update Icon button.select new icon

Conclusion:

This blog explains the procedure for importing the entity having icon from managed solution and prefix as PascalCase format for web resources of entity icons. Make sure that you follow the above steps carefully to avoid any errors in CRM.

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