Monday, April 20, 2009

Importing large customization files to vanilla system

Sometimes you will need to import large customization files from one system to a vanilla system (no customizations). This file will often include workflows as well as new entities and attributes.

Since the workflows are dependant on the entities of the CRM system, a workflow cannot be imported if the entities it depends on do not exist.

This is usually not a problem in English based systems since Workflow starts with the letter "W" and hence is quite far down the list. In Swedish it is named "Arbetsflöde" and hence will be placed at the top. So, when importing the customization file, if importing everything, the system might give you an error if any workflow is dependant on an entitiy with a displayname after "A".

The solution is simple, just import everything but workflows first and then import workflows.

Gustaf Westerlund
Microsoft Dynamics CRM Architect