Tuesday, December 1, 2009

CRM: Exporting Entity Customizations

A client asked: We export all customizations at the end of every day and name the xml file with the date. Is a daily export often enough?

That depends on how many customizations you make and how many you are willing to lose if you need to import the xml file from the day before.

I prefer to export by entity as opposed to by day. Export each single entity customization and keep each entity customization in a separate file, for example:

Account_11022009.xml
Contact_11022009.xml

This way, if an entity is changed or broken on the live environment, you can re-import the customization for this entity again, without breaking other entities. Instead of exporting each single entity, you can also export only your customized entities and afterwards select what entities to import.

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