Updated: Sep 19, 2019
The first lesson, in a series of lessons that will show you how to customize your Dynamics 365 instance.
Why create a custom Dynamics 365 Solution?
If the out of the box solutions do not fit your business's needs and you would like to customize your system, creating a separate solution will separate your changes from the rest of the system. That is extremely beneficial for future development
Compartmentalization - keep your changes organized, you may end up making a lot of changes and additions to your system aka need more solutions
Makes it easy to export a backup of your solution as a smaller file
Makes it easy to apply those customizations to a live environment
First, Navigate to your system's solutions
Click on Settings, located on your Site Map - The bar that runs across the top of the Dynamics 365 user interface and lists the system's entities
Click on Solutions
Note: Every Dynamics 365 instance (system/database) is different and may have a different layout, just follow along as best you can, and ask questions in the comments if you need to
In the top left, click on New, to create a solution
Give the solution a Display Name, keep it simple and short
Choose the Default Publisher for your system, to view your options, click into the cell and click enter, a drop down should appear
Click Save in the top left corner and let the page refresh
You have created a custom solution!
NOW WHAT DO YOU DO WITH IT?
Why? Create a place for data that is particular to your company, like properties.