The Microsoft xRM Customer Portal solution is managed and should automatically remove form customizations when deleting, unfortunately the CRM complains with dependencies and it is unclear at this time why it is working this way. A few manual tasks must be completed prior to deleting the solution.

The Microsoft xRM Customer Portal solution (all versions) contains the following entities

  • msa_eventgroupallocation
  • msa_eventpackage
  • msa_eventpackageactivity
  • msa_eventroom
  • msa_eventsession
  • msa_eventsession_speakers_internal
  • msa_eventsessiontime
  • msa_eventsessiontimes_speakers_internal
  • msa_eventsponsor
  • msa_eventteammemberexternal
  • msa_eventteammemberinternal
  • msa_eventvenue
  • msa_productregistration
  • msa_webliterature

This solution also adds several attributes prefixed by msa_ to campaign and campaignresponse system entities. There are a few system entity forms in CRM that have these customizations added and therefore these items must be manually removed from the forms in order for the solution dependency resolution will allow the solution to be deleted.

Provided you are not using the above customizations you can proceed to removing the MicrosoftXrmCustomerPortal solution from your organization without compromising your data by completing the following steps.

  1. Import latest version of AdxstudioPortalsDependencies solution - Check Overwrite customizations
  2. Customize the System, edit the Campaign main entity form named "Information"
    1. Remove Event Group Allocations link from the Navigation
    2. Remove Event Packages link from the Navigation
    3. Remove Event Session Times link from the Navigation
    4. Remove Event Sponsors link from the Navigation
    5. Remove Event Details tab from the form
    6. Save & Close
  3. Customize the System, edit the Campain Response main entity form named "Information"
    1. Remove Attended Event field from the form
    2. Remove Received From New Customer section from the form
    3. Save & Close
  4. Customize the System, edit the Account main entity form named "Information"
    1. Remove Registered Products link from the Navigation
    2. Save & Close
  5. Customize the System, edit all Contact entity main forms
    1. Remove Registered Products link from the Navigation
    2. Save & Close
  6. Publish All Customizations
  7. Delete MicrosofXrmCustomerPortal solution

You can now proceed to install the latest AdxstudioPortalsBase solution