Importing my Unmanaged Solution does not change the Account form

Question

I have a customized Account "Main" Form in CRM.

I added a new tab, a new section, and new fields inside it.

I published all customizations before-hand, then export, then import into my test environment. I publish all in the test environment.

The Unmanaged Solution contains this form and its new fields; When I review the Form XML in the exported zip's customizations.xml file, it indeed has the new tab label, new section label, I can see the fields in the XML.

PROBLEM: But after importing and publishing into the test environment... the changes don't show up!

What I see in its place is the way that section looked BEFORE (not sure how long ago last time it was changed). It's simply not getting my latest changes.

How can an Unmanaged solution import have these issues? What else is there to check/consider? I don't think Solution Layers would cause this since it's Unmanaged, nothing stood out there anyway.

user_6085193 · Answer

Please follow this check list, also note* with Dynamics it needs more env/info including your environment to trouble shoot, since it could be something in tandem with your env.

1. Usual Suspects in an UnManaged Solution

With yours being an UNMANAGED solution, I strongly suspect its a security permissions issue not setup/enabled in the Target environment, check your logs, you may see something like this

Try these Solution Importing steps

Import your main solution (note* without field security profiles).

Now, Publish all your customizations (note* you can enable/import the field security after this step)

Lastly, Import the second solution which would contain your field security profiles

2. Troubleshooting Checklist

 To resolve/hunt down the issue, try these checklist steps

Check IIS: if you reset/restart IIS, (after define and publish your field)
Clear you client side cache: run it by pressing Ctrl+F5
Clear you server side cache: https://docs.microsoft.com/en-us/powerapps/maker/portals/admin/clear-server-side-cache
Are using the entity form:
Do you have the correct: entity permissions Notes & Sub Grid https://docs.microsoft.com/en-us/powerapps/maker/portals/configure-notes
Did you add the metadata
Lastly are you using activities

Importing my Unmanaged Solution does not change the Account form

1 Answers

1. Usual Suspects in an UnManaged Solution

2. Troubleshooting Checklist