Best Practices When Working with Solutions

Although every Dynamics CRM organization has a default solution from which you can start making customizations, we recommend making a backup of this solution by exporting it before you start making any customizations on a fresh CRM deployment. Have in mind that any customization you make inside a custom solution will be also included on the default solution as well as any change you make on existing system entities.

Note

It is a good practice to start making any customization in a new custom solution so that they can be easily managed in the future. If you want to customize a system entity such as Account, you can do it by adding any existing entity to a custom solution.

To customize a system, complete ...

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