Exporting & importing customizations from one CRM organization to another

For this purpose we have created two companies:
1. Company A
2. Company B
We have done some customization in  Company A, now we have to move all that customizations from  Company A  to  Company B. For this purpose please follow below steps:


Step1: 
1. Open  Company A  with proper credentials.
2. Settings > Customization > Customizations.

3. Click on Publishers.

4. Click New to create New Publisher. [N.B. To import / export customizations from one instance to another we need same type of publisher / same publisher.]

5. Write Name, Display Name and all other necessary details.

6. Click on Save & Close.

Step2: 
1. Settings > Customization > Customizations.

2. Click on Solution.

3. Click on New to create New Solution.

4. Write the solution Display Name, Name, Publisher, Version.

5. Click on Save.

Step3:
1. Click on Add Existing.

2. Click on Entity.

3. Select the entities where you have made any changes and want to move its properties to the new instance.

4. Click on OK

5. Select “Yes, include required components” and then click on OK.

6. You can find all the items related to selected entity are listed like below.

7. You can add any other existing items if you required or if you made any changes on those like Site Map (I need this one), Application ribbon, dashboard, report etc.

8. Click on Save.

9. Select all components and publish the solution.

10. Save & Close.

Step4:
1. Click on Publish All Customization.

2. Select the solution and click on Export.

3. In the Export window click on Publish All Customizations and click on Next.

4. Click on Next.

5. Click on Next.


6. With selecting unmanaged, click on Next.


7. Save the zip file.
 


 Step5:
1. After this we have a .zip file which we have to import to the new instance of CRM.
2. Login to another CRM company ( Company B) what we have.
3. Settings > Customization > Customizations.
4. Click on Solutions.


Step6:
1. Click on Import.
2. Browse the .zip file and click on Next.


3. Click on Next.

4. If the import wizard shows Successful message click on close.


5. Click Publish All Customizations.

6. After this if we sign-out and sign-in again to the Company B we can see the effects or all the customizations we have done in  Company A.

***** Thank You *****