{"id":14864,"date":"2019-02-25T12:54:38","date_gmt":"2019-02-25T12:54:38","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=14864"},"modified":"2022-09-02T15:56:10","modified_gmt":"2022-09-02T10:26:10","slug":"solution-history-entity-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2019\/02\/solution-history-entity-dynamics-365-crm\/","title":{"rendered":"Solution History Entity in Dynamics 365 CRM"},"content":{"rendered":"<h2><strong>Introduction<\/strong><\/h2>\n<p style=\"text-align: justify;\">Many times the customer wants to see the history of managed and unmanaged solutions so in this blog we will see how this can be implemented using \u201cSolution History.\u201d<\/p>\n<p>A solution is a container that encompasses Dynamics 365 CRM components.<\/p>\n<p>It is available in two flavors Managed and Unmanaged.<\/p>\n<p style=\"text-align: justify;\">Managed solutions are usually used by ISVs to deliver the products developed by them, whereas unmanaged solutions can be used just for taking backup of entities or for any other purpose.<\/p>\n<p style=\"text-align: justify;\">The components of a Managed solution are deleted if the solution is deleted whereas the components of the Unmanaged solution are not deleted on the removal of the Unmanaged solution.<\/p>\n<p>Well, none of what is mentioned above is alien to a CRM developer or a CRM consultant.<\/p>\n<p style=\"text-align: justify;\">However, the fascinating thing that has happened in recent times is the introduction of \u201cSolutions History\u201d piece in Dynamics 365 CRM.<\/p>\n<p style=\"text-align: justify;\">With the help of Solution History component, you can keep track of all the solutions that are exported or imported. This is something that was made achievable with the help of XRMToolBox, but, to have the same level of information from within Dynamics 365 CRM is incredible.<\/p>\n<p>To access Solutions History, you need to, Go to Settings -&gt; Under the Customizations Sub Area -&gt; Solutions History.<\/p>\n<p style=\"padding-left: 240px;\"><img decoding=\"async\" class=\"aligncenter wp-image-14865\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/02\/1Solutions-History-Entity-in-Dynamics-365-CRM.png\" alt=\"Solutions History Entity in Dynamics 365 CRM\" width=\"250\" height=\"319\" \/><\/p>\n<p>Just to go through how the solution history records are created, will follow below steps:<\/p>\n<p><strong>1<\/strong>. Navigate to Settings -&gt; Solutions.<\/p>\n<p><strong>2<\/strong>. Create a new custom solution and export the solution.<\/p>\n<p style=\"text-align: justify;\"><strong>3<\/strong>. Navigate to Settings and under the Customization group, you will find the Solution History sub area. Refer below screenshot.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-14866\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/02\/2Solutions-History-Entity-in-Dynamics-365-CRM.png\" alt=\"Solutions History Entity in Dynamics 365 CRM\" width=\"998\" height=\"427\" \/><\/p>\n<p><strong>4<\/strong>.\u00a0Now you can see the record created in solution history.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-14867\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/02\/3Solutions-History-Entity-in-Dynamics-365-CRM.png\" alt=\"Solutions History Entity in Dynamics 365 CRM\" width=\"1260\" height=\"252\" \/><\/p>\n<p><strong>5<\/strong>.\u00a0You can see the below information on the solution history record.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-14868\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/02\/4Solutions-History-Entity-in-Dynamics-365-CRM.png\" alt=\"Solutions History Entity in Dynamics 365 CRM\" width=\"1266\" height=\"484\" \/><\/p>\n<p><strong>Solution name<\/strong>: This contains the name of the solution.<\/p>\n<p><strong>Solution version<\/strong>: The version of solution that was exported.<\/p>\n<p><strong>Publisher name<\/strong>: This contains the publisher name of the solution.<\/p>\n<p style=\"text-align: justify;\"><strong>Sub operation<\/strong>: This includes whether it\u2019s a new solution imported or updated the solution or deleting the solution.<\/p>\n<p><strong>Operation<\/strong>: It contains whether its import, export, uninstall etc.<\/p>\n<p style=\"text-align: justify;\"><strong>Managed<\/strong>: It contains whether the import\/export is managed solution or unmanaged. In the above example, I exported the unmanaged solution and hence the Managed field is set as \u201cNo.\u201d<\/p>\n<p><strong>Start Time<\/strong>: It contains the time when process started.<\/p>\n<p><strong>End Time<\/strong>: It contains the time when process ended.<\/p>\n<p><strong>Total Time (seconds)<\/strong>: Total time to complete the process. It\u2019s shown in seconds form.<\/p>\n<p><strong>Result<\/strong>: It contains whether the process was failed or succeeded.<\/p>\n<p><strong>6<\/strong>. Now will import the new solution and let\u2019s see the solution history record created.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-14869\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/02\/5Solutions-History-Entity-in-Dynamics-365-CRM.png\" alt=\"Solutions History Entity in Dynamics 365 CRM\" width=\"1296\" height=\"534\" \/><\/p>\n<p>When you import a custom solution, then the solution history record is created with above details.<\/p>\n<p>This record will also contains the field such as \u201cOverwrite Customization\u201d and \u201cPatch\u201d.<\/p>\n<p style=\"text-align: justify;\">These both fields are set as \u201cNo\u201d since the solution import was neither in patch nor overwritten the customizations.<\/p>\n<p style=\"text-align: justify;\">You can also see the \u201cSuboperation\u201d field as new, since the solution which was imported was new and it wasn\u2019t any update to the existing solution.<\/p>\n<p><strong>7<\/strong>. Now let us see one example of failure too. I had already tried to delete one existing solution which failed and let\u2019s see the solution history record created for the same.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-14870\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/02\/6Solutions-History-Entity-in-Dynamics-365-CRM.png\" alt=\"Solutions History Entity in Dynamics 365 CRM\" width=\"1304\" height=\"575\" \/><\/p>\n<p>Now in the above screenshot, you will be able to see the Result as \u201cFailure.\u201d<\/p>\n<p style=\"text-align: justify;\">As I had tried uninstalling the solution which failed for some reason, hence \u201cSuboperation\u201d is set as \u201cDelete\u201d and \u201cOperation\u201d set as \u201cUninstall.\u201d<\/p>\n<p>It also contains the reason of failure i.e. Exception Message is displayed and also the \u201cError Code\u201d of it.<\/p>\n<p style=\"text-align: justify;\">This is how the Dynamics 365 has given us the feature to view the history of solutions and the actions taken on them.<\/p>\n<ul>\n<li>Now let\u2019s move to the security roles &#8211;<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">The records created in the Solution History are \u201cRead only\u201d. The solutions history cannot be cleared by any user in CRM including System Administrator.<\/p>\n<p style=\"text-align: justify;\">Only those users would be able to view the \u201cSolutions History\u201d record if the assigned security role has \u201cRead\u201d privilege to the Solutions History entity.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-14871\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/02\/7Solutions-History-Entity-in-Dynamics-365-CRM.png\" alt=\"Solutions History Entity in Dynamics 365 CRM\" width=\"993\" height=\"146\" \/><\/p>\n<p style=\"text-align: justify;\">Even if you go to any security roles, you will not be able to give permission to the users to delete\/create\/write Solution History as there are no such options.<\/p>\n<ul>\n<li>You can also do the Advanced Find of Solutions history.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-14872\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/02\/8Solutions-History-Entity-in-Dynamics-365-CRM.png\" alt=\"Solutions History Entity in Dynamics 365 CRM\" width=\"995\" height=\"234\" \/><\/p>\n<p>Select \u201cSolution History\u201d in the \u201cLook for:\u201d field and click on \u201cResults.\u201d<\/p>\n<p>You will be able to see all the records of solution history.<\/p>\n<p>If you want to review data in excel sheet, then you can also Export the data to excel sheet.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-14873\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/02\/9Solutions-History-Entity-in-Dynamics-365-CRM.png\" alt=\"Solutions History Entity in Dynamics 365 CRM\" width=\"1375\" height=\"512\" \/><\/p>\n<h2><strong>Conclusion<\/strong><\/h2>\n<p style=\"text-align: justify;\">Solution history is the great piece added in Dynamics 365 CRM. This helps us to track the history of all solutions that were imported\/exported\/uninstalled without use of any third party tool.<\/p>\n<h2 style=\"text-align: left;\"><div class=\"su-heading su-heading-style-default su-heading-align-center\" id=\"\" style=\"font-size:15px;margin-bottom:5px\"><div class=\"su-heading-inner\">Generate Your Own New Leads Within Microsoft Dynamics 365 CRM<\/div><\/div><\/h2>\n<p><em>Contact us for a <a href=\"https:\/\/www.maplytics.com\/maplytics-download\/?utm_source=highvisits&amp;utm_medium=technicalblog&amp;utm_campaign=hMaplytics\" target=\"_blank\" rel=\"noopener\">demo<\/a> to know more about how <a href=\"https:\/\/www.maplytics.com\/?utm_source=highvisits&amp;utm_medium=technicalblog&amp;utm_campaign=hMaplytics\" target=\"_blank\" rel=\"noopener\">Maplytics<\/a> can help you to generate new leads from within Microsoft Dynamics 365 CRM.<\/em><\/p>\n<p><em><a href=\"https:\/\/www.maplytics.com\/?utm_source=highvisits&amp;utm_medium=technicalblog&amp;utm_campaign=hMaplytics\" target=\"_blank\" rel=\"noopener\">Maplytics<\/a> is a 5-star rated, preferred business app on the <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.f6f3c73f-29de-4fa8-a396-87ea8a07b6c4?tab=Overview\" target=\"_blank\" rel=\"noopener\">Microsoft AppSource<\/a> that is Certified for Microsoft Dynamics 365 (CfMD) and comes with powerful features like Appointment Planning, Sales Routing, Territory Management, Heat Maps, Geo-analytical Dashboards and more that empower organizations to add more value to their CRM data, improve sales &amp; service processes, and achieve high ROI.<\/em><\/p>\n<p><em>Get your <a href=\"https:\/\/www.maplytics.com\/maplytics-download\/?utm_source=highvisits&amp;utm_medium=technicalblog&amp;utm_campaign=hMaplytics\" target=\"_blank\" rel=\"noopener\">free trial<\/a> from our Website or <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.f6f3c73f-29de-4fa8-a396-87ea8a07b6c4?tab=Overview\" target=\"_blank\" rel=\"noopener\">Microsoft AppSource<\/a>!<\/em><\/p>\n<p><em>&#8216;If data is the new oil, location intelligence is ??\u201d<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Many times the customer wants to see the history of managed and unmanaged solutions so in this blog we will see how this can be implemented using \u201cSolution History.\u201d A solution is a container that encompasses Dynamics 365 CRM components. It is available in two flavors Managed and Unmanaged. Managed solutions are usually used\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2019\/02\/solution-history-entity-dynamics-365-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":14875,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,18,19],"tags":[545,1639],"class_list":["post-14864","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-dynamics-365-v9-2","category-dynamics-crm","tag-dynamics-365-crm","tag-solution-history-entity"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/14864","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=14864"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/14864\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/14875"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=14864"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=14864"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=14864"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}