During customization, publisher is one of the first concepts that you are faced with. A publisher is just a way to manage your own customization work so that it does not interfere with other people's or company's work.
When you make any kind of customization for e.g. add entity, fields, relationships, workflows, business process flows, charts, modify form layout and so on, Dynamics CRM will add the corresponding item into the system with a prefix that you have specified in your publisher's settings. For e.g. if a prefix has been specified as "my", then a custom entity named "school" will be added as "my_school" and a custom field named "schoolname" will be added as "my_schoolname" in CRM. Similar is the case with other customization items. If you select the Default publisher, which is created when the CRM instance is created, the prefix will be "new".
Remember that the system generated items etc. for e.g. account and contact entities do not have any publisher prefix.
Adding a Publisher through Settings
To add a publisher, go to Settings -> Customizations -> Publishers as highlighted in the image below.
Figure 1Click the New button.
Name the publisher as "My Publisher" and hit the Tab key. The "Name" textbox will be automatically filled with "mypublisher" value. "Name" should not contain any spaces. Specify the prefix as "my" and leave the "Option Value Prefix" to default.
Figure 3Click the "Save and Close" button at the top to add the publisher into the system.
Adding a Publisher while creating a New Solution
A publisher can also be added when you create a new solution and select the "Look Up More Records" link from the quick view of the "Publisher" lookup control.
And select the "New" button on the next screen, as shown in the figure below:
Viewing all the Publishers
After the publisher has been added, it will appear in the Publishers list.
Figure 6This concludes the tutorial. Fee free to write comments, give suggestions and ask any question related to this tutorial.
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