Microsoft Dynamics CRM Managed solution

Microsoft Dynamics CRM managed solutions are installed on top of the system solution and can modify any customizable solution components or add more solution components. Managed solutions can also be layered on top of other managed solutions. As long as a managed solution enables customization of its solution components, other managed solutions can be installed on top of it and modify any customizable solution components that it provides.

Create a managed solution:

 1: Create a solution publisher. In order to distribute managed solutions, create a Publisher. Fields that a Publisher contains are Display Name, Name, Description, Prefix, Option Value Prefix and Contact Details.

 2: Create an unmanaged solution. Fields that a solution contains are Display Name, Name, Publisher, Version, Configuration Page and Description.

 3: Export an unmanaged solution.

 4: Create a managed solution by selecting the Managed option in the Package Type dialog box when exporting the solution.

Install a managed solution:

Installing a managed solution is same as importing an unmanaged solution. Way is use to package solution is main difference. If the solution did not import successfully, click Download Log in the dialog box to download a report that will provide information about errors that occurred that prevented successful import of the managed solution.

Import or update a managed solution programmatically by using the ImportSolutionRequest message. When using this message, request a reference to an ImportJob entity record that will include details about the success of the import.

Update a managed solution:

When installing a managed solution that already exists in the organization, the import solution dialog will provide the following options:

  • Maintain customizations (recommended): This option maintains any unmanaged customizations performed on components, but also implies that some of the updates included in this solution will not take effect.
  • Overwrite customizations: This option overwrites any unmanaged customizations previously performed on components included in this solution. All updates included in this solution will take effect.

Delete a managed solution:

Confirm Deletion message that comes up when deleting a managed solution says, “You are deleting a managed solution. Therefore it deletes the solution and all its components. Because of you can’t reverse  this action. This solution might take several minutes to uninstall. You cannot cancel the uninstallation after it starts. Do you want to continue?”

Uninstall a managed solution:

Since deleting a managed solution will uninstall the deletes all defined solution components .

Posted: Feb 12, 2018,
Categories: Customization,
Comments: 0,
Author: Urish Arora
Tags: solution
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