Converting Unmanaged solution to Managed

(0) Share

Report

Posted on by Swaroop Deshmukh

280

Hi All,

I have a requirement to convert our unmanaged solution to managed. Currently we have a production environment which has unmanaged solution. The unmanged solution has number of customizations to the entities (e.g.: lead, opportunity, etc). Going forward we want to change the approach and use managed solutions.

What approach should I follow? How can we make sure that we successfully import a managed solution for the entities that are already customized in production as unmanaged?

Thanks,

Swaroop

*This post is locked for comments

I have the same question (0)

All responses (12)

Answers (0)

Suggested answer

Karth on at

Like (0)

Report

You cant directly convert an unmanaged solution to a managed solution. You need to export the unmanaged solution as 'Managed' and then import it.

Below is a link on the best practices for using managed and unmanaged solutions. Hope this helps.

gonzaloruizcrm.blogspot.co.nz/.../managed-or-unmanaged-solutions-in-crm.html

Was this reply helpful? Yes No
Swaroop Deshmukh 280 on at

Like (0)

Report

Hi Karth,

Thanks for your response. I have some questions.

You cant directly convert an unmanaged solution to a managed solution.

-> Should I do it on all the environments?

You need to export the unmanaged solution as 'Managed' and then import it.

-> I have many customizations on my organization. Should I export all my customizations as one managed solution? And should I import it on CRM vanilla org (default org) or our existing org on other environment?

Thanks,

Swaroop

Was this reply helpful? Yes No
Suggested answer

Karth on at

Like (0)

Report

Managed solution has one limitation (or should I call it a feature?) - once you have imported a solution as 'Managed', you cannot export it. So, even if you make additional configurations on the managed solution, you will not be able to export it. You have to consider this for your design purpose. Take a backup of your existing customizations on your Dev Server, and then export the solution as 'Managed'.

Was this reply helpful? Yes No
Swaroop Deshmukh 280 on at

Like (0)

Report

Hi Karth,

Is it a good idea to export all the customizations (for all CRM entities) as 1 managed solution and apply it to the Prod environment?

And Is this the only way to convert unmanaged solution to managed? I mean is there a way to do it thru SDK or other methods?

Thanks,

Swaroop

Was this reply helpful? Yes No
Suggested answer

razdynamics 17,308 User Group Leader on at

Like (0)

Report

Hi Swaroop, did you manage to convert from unmanaged to Managed solutions?

Let me know if I can help :)

Best Wishes, Raz

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hello, we have a similar need to convert an unmanaged solution in production environment to managed. However it fails when i tried to import the same solution exported as managed. it complaints about lot of missing components which are already part of my managed solution. Any help would be highly appreciated.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Were you able to successfully convert unmanaged to manage??

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Were you able to successfully convert unmanaged to manages??

Was this reply helpful? Yes No
Kia 71 on at

Like (0)

Report

I haven't tried this but in theory you could try the reverse of this blog?

https://community.dynamics.com/ax/b/thedynamicsblog/archive/2014/07/14/converting-managed-solutions-to-unmanaged-solutions-crm-2013

Was this reply helpful? Yes No
Karsten Wirl 4,477 on at

Like (0)

Report

Hello Swaroop.

NEVER do this on your development system. When you import all your solutions managed, you can't export them for test and prod environment. On Dev your customizations and programmings are unmanaged, than export them MANAGED for Test and Prod.

Kind regards,

Karsten

Was this reply helpful? Yes No