How To Create A Publisher In Dynamics 365 CRM Using Classic Mode And Power Apps Maker Portal

Introduction

 
In Dynamics 365, a solution publisher is used to identify its creator and used to uniquely identify the customizations that were done by an individual from out of box default publishers that come from the product. And we are going to see how to create a publisher in Dynamics CRM using classic mode and through Power Apps Maker Portal.
 
Let us see how to create a publisher in 2 ways,
  1. Classic Way
  2. Power Apps Maker Portal [make.powerapps.com]
With the Classic interface of Dynamics CRM, by following the below steps we can create a publisher,
 
Step 1
 
Login to the trial / D365 CRM Environment by giving a username and password, if you want to know about how to create a trial environment you can refer to my earlier blogs. As shown below, click on the gear icon,
 
How To Create A Publisher In Dynamics 365 CRM Using Classic Mode And Power Apps Maker Portal
 
Step 2
 
After selection of gear icon, click on Advanced settings as shown below,
 
How To Create A Publisher In Dynamics 365 CRM Using Classic Mode And Power Apps Maker Portal
 
Step 3
 
When you select Advanced settings, the user will be navigated to the settings page, and in settings page select Customizations as shown below,
 
How To Create A Publisher In Dynamics 365 CRM Using Classic Mode And Power Apps Maker Portal
 
Step 4
 
Users will be navigated to the customization page. Select Publishers there as shown below,
 
How To Create A Publisher In Dynamics 365 CRM Using Classic Mode And Power Apps Maker Portal
 
Step 5
 
Then the user will be navigated to the publisher main view page, select a new publisher as shown below,
 
How To Create A Publisher In Dynamics 365 CRM Using Classic Mode And Power Apps Maker Portal
 
Step 6
 
Once the user clicks on the New button as shown in above step 5, a new pop up window will appear as shown below, 
 
How To Create A Publisher In Dynamics 365 CRM Using Classic Mode And Power Apps Maker Portal
 
Step 7
 
In the new publisher window, under General Tab provide mandatory fields Display Name, Name and Description and prefix of your choice and click on save and close as shown below,
 
Note
Name and prefix get auto-populated, they can be changed.
 
How To Create A Publisher In Dynamics 365 CRM Using Classic Mode And Power Apps Maker Portal
 
Step 8
 
Once the user clicks on create save and close button as mentioned in step 7, the user will be navigated to Publisher Main view in my case this is the default view, it varies from environment to environment and the above-created publisher will be listed in the list of publishers as shown below. And don’t forget to publish all customizations by clicking on Publish.
 
How To Create A Publisher In Dynamics 365 CRM Using Classic Mode And Power Apps Maker Portal
 

Creation of Publisher through Power Apps Maker Portal

 
Step 1
 
Go to make.powerapps.com and login with your user name and password and select your environment as shown below,
 
How To Create A Publisher In Dynamics 365 CRM Using Classic Mode And Power Apps Maker Portal
 
Step 2
 
Navigate to Solutions as shown in the below screen and select the new solution, you should see a quick create form for solutions will be shown,
 
How To Create A Publisher In Dynamics 365 CRM Using Classic Mode And Power Apps Maker Portal
 
Step 3
 
In New Solution quick create form, select publisher dropdown and select on + Publisher option as shown below,
 
How To Create A Publisher In Dynamics 365 CRM Using Classic Mode And Power Apps Maker Portal
 
Step 4
 
On Click on Publisher, a new quick create Publisher form will be shown to the user, fill the details under the properties tab as shown below,
 
How To Create A Publisher In Dynamics 365 CRM Using Classic Mode And Power Apps Maker Portal
 
Step 5
 
Under the Contact tab fill in the details that you required and click on save as shown below,
 
How To Create A Publisher In Dynamics 365 CRM Using Classic Mode And Power Apps Maker Portal
 
Step 6
 
After clicking on save, the user will be navigated to a new solution window and if we expand the publisher drop down, we could see our demo publisher created as shown below,
 
How To Create A Publisher In Dynamics 365 CRM Using Classic Mode And Power Apps Maker Portal
 

Conclusion

 
In this way, we can create a publisher to uniquely identify our own changes from out-of-box product default publishers using the classic way of the interface in Dynamics 365 and using Power Apps Maker portal.