D365 – How To Create A Publisher And Solution?

To be able to start customizing the system in Dynamics 365, you must first create a Publisher and then a Solution.

Publisher is a Company Profile, whereas Solution is the work area, which you can later package and import in different environment. A publisher is responsible for creating and maintaining a solution.

You can create a solution in classic environment, i.e. Settings > Solutions.

OR you can use the new environment which is discussed below:

  • Click New Solution, in the quick create window, specify:
    • Display Name
    • Click “+Publisher” to create a new Publisher

  • Provide the Publisher details, i.e. the Company Profile. Specify the following fields:
    • Display Name
    • Name (generated automatically, but you can change it)
    • Description
    • Prefix (to easily identify the changes made by the publisher. The default is “new”,, which you can change).
    • Option Value Prefix (the number series for the prefix.
  • Additionally you can specify contact details of the publisher.

  • Now, specify the Publisher for the solution and click Create.

  • Now in the solution list you can see the solution you created.

  • Open the solution to start adding existing entities or create new ones.