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Customization - Do you export only the customizations of entities that you did customize? (CRM 4 only)

Last updated by Tiago Araujo on 08 Feb 2021 01:40 pm (3 months ago) See History

Export each single entity customization and keep each entity customization in a separate file, like:

  • 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 on live environment.

Instead of exporting each single entity, you can also export only your customized entities in 1 step, and afterwards select what entities to import

CRM CUS 01
Figure: You can select the single customization to import

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