Customer Engagement & Dynamics CRM Forum

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  • 1.  Removing Solution Layer Customizations on a Form

    SILVER CONTRIBUTOR
    Posted Apr 06, 2022 03:45 PM

    Good afternoon,
    We have an open ticket with ClickDimensions and in order for them to trouble-shoot our issue, they've asked us to remove any solution layers (customizations) from the Event and Event Participation forms that are not ClickDImensions. We have one additional solution layer on each entity.
    I'm concerned that if I remove these, I will be removing our customizations, which we need. 
    The support tech will not help me with these. He says if I'm concerned I should back them up, which I don't know how to do.
    I've thought of trying this in test but don't want to ruin test either, really.
    Any ideas on how best to proceed?
    Thanks!



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    Lo Samuelson
    IT Director
    United Way of King County
    Seattle WA
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  • 2.  RE: Removing Solution Layer Customizations on a Form

    TOP CONTRIBUTOR
    Posted Apr 07, 2022 02:34 AM
    Create a new custom solution, add the forms to it, and export the solution.

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    Donal McCarthy
    BrightWork 365 Solution Architect
    BrightWork
    Galway
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  • 3.  RE: Removing Solution Layer Customizations on a Form

    Posted Apr 07, 2022 03:32 PM
    Thank you, @Donal McCarthy! Your suggestion worked. ​

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    Brandi Young
    CRM Manager and Trainer
    United Way of King County
    Seattle WA
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