Compare and Merge Microsoft Dynamic CRM 2011 solutions

I would like to share a quick and rough (but works) tip of comparing two Microsoft Dynamic CRM 2011 solutions. I have been in the project with several teams and each of them need a separate CRM instance to work on. With the export/import solution functionality provided by Microsoft CRM it should not be the problem when we merge them to the core DEV instance. Though it is not true for some duplicated changes. For instance; if the OptionSet items were added to the same OptionSet field on two instances. In some cases, we need to make sure that we don’t lost any change even from the duplicated change. I know, it sounds like quite unwell manage but in some circumstances we have no choice and I’d skip about the better idea of how to manage this kind of problem.

To do eyes compare on CRM customization of two instance via CRM website should spend pretty long time if the system is huge (number of customization entities and attributes).

So let’s begin to make it more friendly with eyes and save some times.

  1. Use this excellent tool metablast to export the metadata of both CRM instances. You should have two csv files listing all metadata.
  2. Now make them having the same order; by opening those csv files with Excel and sort them by Entity Name and then by Attribute Name. Make sure both fields are schema name not the display name.
  3. Use WinMerge or other compare tools that you familiar with if any to compare the csv files.
  4. You can also export the compare result from WinMerge to a html file for later reference or to pass it to other team members.CRM compare result

Now you can simply list the inconsistent entities and fields to another excel file to perform merge action with this. Hope this useful for someone whom in the same situation.

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