welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

Microsoft Dynamic CRM Solution

By xrmlabs webmaster on 3/13/2013

 This is tells about Solution in Microsoft Dynamic CRM 2011 and how it works. There are three types solution as system (default) solution, managed solution, unmanaged solution.

Default Solution

In Microsoft Dynamic CRM organization there is a solution that contains solution component that can be customized. Together all this solution component is called as default solution. This solution can be customized by selecting Customize the System same as unmanaged solution. Default solution can be exported as unmanaged but it cannot be export as managed solution.

 

Unmanaged Solutions

In Dynamic CRM all solutions start as unmanaged solution. This you can say is initial stage or solution where do the following :

  • · Can add, delete, update, and remove the solution component,   managed properties, configuration and the update the publisher of the solution. You can update the version of the solution.
  •  
  • · Export and import unmanaged solution.

· Export as unmanaged version as managed solution. 

When all changes has been done in suppose in dev system(organization) then you can export the solution as unmanaged and managed solution to another system or production system (organization). Best practices is that you should export unmanaged solution as managed version from dev to production system because managed solution is not editable and user can made the change final solution in production. When you do import an unmanaged solution, the definition of any components of solution that already are in the organization will be overwritten. You cannot revert this action.

Managed Solutions

When you are done with your unmanaged solution i.e. it is completely done, you can then export solution as managed to production. In managed solution you get restricted to do things like

  • ·Cannot add or delete any solution component. 
  1.  
  2. ·They cannot be exported.
  3. ·If deleting unmanaged solution, this will uninstall all solution components within it.

After you have generated a managed solution, you cannot install it in the same Dynamics CRM organization that contains the unmanaged solution used to create it. It must be installed in different organization.

After you install a managed solution you may be able to customize the solution components if the builder of the managed solution has configured the managed solution to do so. You must access the customizable solution components using “Customize the System” instead of through the managed solution itself.

To check solution component is customizable and what customization actions are enabled is controlled by using Managed Properties of entity.

** In unmanaged solution Managed properties must be set  and managed property settings are only applied after the managed solution has been packaged and installed.
Once you have final solution as Managed Solution, it can be installed into another organization and also be deployed in multiple deployment types like online, partner hosted, and on-premise.

How solution works to show up in application

As you can see from the figure below show how the unmanaged solution & unmanaged solution interact with system solution to show up in application behaviour. The system (default) solution is overridden by managed solution & which is further overridden by unmanaged solution. Thus whatever is the final result which is seen by the user in application.

 For example if in Dynamic CRM organization (contains system (default) solution) we first add managed solution having custom entity with field named “Client”, then Save & publish. This will overwrite field named as “Client” in default solution. Now if we again add another managed solution having field named as “Individual”, this will overwrite the previous solution customization & field name will change as “Individual” and the final field name will be “Individual” visible to user. This means solution installed last with customization done on same solution component will override the previous customization.

Default Solution
Managed Solution
Unmanaged Solution
Blog Calendar
Blog Calendar List
2024 Apr  1  4
2024 Mar  19  4
2024 Feb  21  3
2024 Jan  6  7
2023 Dec  9  6
2023 Nov  28  5
2023 Oct  83  12
2023 Sep  191  9
2023 Aug  56  7
2023 Jul  31  5
2023 Jun  20  4
2023 May  43  5
2023 Apr  30  5
2023 Mar  90  6
2023 Feb  104  5
2023 Jan  37  4
2022 Dec  94  7
2022 Nov  248  2
2022 Sep  13  1
2022 Aug  27  2
2022 Jun  7  2
2022 May  3  2
2022 Apr  6  2
2022 Mar  1  1
2022 Feb  2  1
2022 Jan  1  1
2021 Dec  3  1
2021 Nov  2  1
2021 Oct  1  1
2021 Sep  11  1
2021 Aug  37  5
2021 Jul  36  4
2021 Jun  1202  5
2021 May  31  3
2021 Apr  1995  3
2021 Mar  188  5
2021 Feb  2079  7
2021 Jan  2962  9
2020 Dec  431  7
2020 Sep  73  3
2020 Aug  670  3
2020 Jul  125  1
2020 Jun  74  3
2020 Apr  68  3
2020 Mar  12  2
2020 Feb  27  5
2020 Jan  34  7
2019 Dec  17  4
2019 Nov  29  1
2019 Jan  23  2
2018 Dec  63  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  1132  11
2018 Aug  7  2
2018 Jun  13  1
2018 Jan  68  2
2017 Sep  585  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  62  2
2017 May  21  1
2017 Apr  35  2
2017 Mar  135  4
2017 Feb  773  4
2016 Dec  203  3
2016 Nov  822  8
2016 Oct  304  10
2016 Sep  697  6
2016 Aug  39  1
2016 Jun  1871  6
2016 May  110  3
2016 Jan  71  2
2015 Dec  465  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1464  6
2015 Aug  14  1
2015 Jul  128  2
2015 Jun  10  1
2015 May  20  1
2015 Apr  30  3
2015 Mar  80  3
2015 Jan  5334  4
2014 Dec  17  1
2014 Nov  2257  4
2014 Oct  68  1
2014 Sep  107  2
2014 Aug  5272  1
2014 Jul  48  2
2014 Apr  2578  12
2014 Mar  300  17
2014 Feb  220  6
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  688  2
2013 Oct  256  3
2013 Sep  11  1
2013 Aug  40  3
2013 Jul  214  1
2013 Apr  57  6
2013 Mar  2276  10
2013 Feb  127  3
2013 Jan  340  2
2012 Nov  57  2
2012 Oct  499  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote