This task requires the System Administrator or System Customizer security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions
This procedure guides you through creating an unmanaged solution For those with a required security role, an unmanaged solution has no restrictions on adding, deleting, updating, testing, importing, or exporting solution components. A solution is developed as an unmanaged solution. This differs from a managed solution, where you cannot add or remove components., and adding new or existing components to it. Components can be created in the customization area of Microsoft Dynamics CRM, or can be developed outside of Microsoft Dynamics CRM. For more information about developing solutions, see the Microsoft Dynamics CRM SDK.
In the Navigation Pane, click Settings.
Under Customization, click Solutions.
On the Actions toolbar, click New.
Complete the required fields, and click Save. By default, this saves an unmanaged solution.
In the Solutions list, click to open the unmanaged solution to which you want to add components.
In the left pane, click the component type that you want to add. To read the steps for adding each type of component, click the help icon for it.
You can add new or existing components for most component types. However, for the following types, you can only add components that already exist in Microsoft Dynamics CRM:
Client extensions
Plug-in assemblies
SDK message processing steps
Service endpoints
To set the managed properties Managed properties control which customization tasks can be performed on a solution component. When you create new solution components, you can choose what level of customization you will allow for each. Managed properties are set for a solution component while the solution is unmanaged. The managed properties take effect only after the solution is packaged (exported) as a managed solution and installed in another organization. for each component that you are adding, click Managed Properties. More information: Edit managed properties
Click Save and Close to save your unmanaged solution and any components that you have added to it.
When your customizations are complete, publish them:
To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.
To publish customizations for all unpublished components at one time, click Publish All Customizations.