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Customer experience | Sales, Customer Insights,...
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Deactivating system views from a managed solution

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Posted on by 677

Hi All,

I have a managed solution on CRM 2016 and there system views which we want to remove / deactivate. Also, the customer wants to make customizations to forms which it does allow you but when it comes to migrating the solution onto a new CRM platform which I am planning on doing soon, what is the best way to achieve this and make sure everything is linked to the package?

Thanks,

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  • Suggested answer
    Francisco Murtinheira Profile Picture
    on at

    Hello,

    In regards to deactivating or deleting views, you can use the default solution of CRM.

    As for moving customizations from one environment to another, this is always done by creating an unmanaged solution and then exporting it as managed or unmanaged.

    You cannot export managed solutions, and building customizations on top of managed solutions will cause dependencies to said solutions.

    Since you are using a managed solution deployment, the correct way to customize is to do so on the Source environment, where the solutions are unmanaged, and then move the new customizations with a managed solution update.

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