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copied!<p>To clear up any confusion of terms here:</p> <ul> <li>Entities: This is a customization of CRM. An entity is to CRM, what a table is to SQL - they dont actually represent any data in themselves. Entities can be included in solutions.</li> <li>Records: These are pieces of data that populate entities (or tables). These cannot be included in solutions.</li> </ul> <p>When you say 'Roles' I assume you are referring to the 'Security Roles', these can be included in solutions.</p> <p>You can (and should) use a solution file to move all customisations from one environment to another.</p> <p>These are all the parts that can be included in a solution (taken from the <a href="http://msdn.microsoft.com/en-us/library/gg334576.aspx" rel="nofollow noreferrer">MSDN</a>).</p> <p><img src="https://i.stack.imgur.com/AWzZf.png" alt="enter image description here"></p> <p>For all your records (or data) you will have to import these manually. CRM has out of the box features for data import, or you could script it with some web service calls.</p> <p>So in this case I believe you need to:</p> <ol> <li>Create your solution in your development environment.</li> <li>Import it as a managed solution into your production environment.</li> <li>Perform a data import to setup any system/configuration records/data.</li> </ol> <p>For a better overview of solutions I would suggest having a read of the <a href="http://msdn.microsoft.com/en-us/library/gg334530.aspx" rel="nofollow noreferrer">MSDN</a>.</p> <p>Edit (based on comment):</p> <hr> <p>Re: 1 - You need to build a solution for your customisations and entities. When you export the solution all the customisations are included automatically in the XML files, you can then import the solution as a whole into another system.</p> <p>If you dont know how to create a solution watch this <a href="http://www.youtube.com/watch?v=hxkBMi_ZO_U" rel="nofollow noreferrer">video</a>.</p> <p>Re: 2 - Do the data import manually once you have imported the solution.</p> <p>If you dont know how to do a data import watch this <a href="http://www.youtube.com/watch?v=Yi64Uk3MqXE" rel="nofollow noreferrer">video</a>.</p>

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