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Microsoft Dynamics CRM (Archived)

Will deleting a managed solution remove data if the components are also in an unmanaged solution

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Posted on by 803

Some background: I made a minimal copy of prod. into sandbox. I created a solution and added the "contact" entity into in Sandbox, made some updates, and have exported it as a managed solution. I want to import this managed solution into prod. The "contact" entity already exists in prod in an unmanaged solution (we are trying to get prod. to be only managed solutions). I am wondering, if I then delete the managed solution from prod, will all the data from "contacts" be lost?? I am assuming no - but wanting to double check. 

Also, we have been currently using only unmanaged solutions in prod (didn't know any better). We are wanting to start using managed solutions and abide by best practices in terms of development in dynamics. Does anyone have any thoughts on how we can go from having all unmanaged solutions in prod. to managed ones? Step by step would be appreciated, as this is a new process for us. 

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  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at

    Hi Ben T,

    I recommend reading this article to understand how managed and unmanaged solutions work behind the scenes. The article covers important concepts such as solution layers, merging, removing managed solution components without losing data, and choosing when to use unmanaged and managed solutions.

    I personally prefer to work with unmanaged solutions in all instances including production, but there are times when a managed solution is more appropriate.

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi Ben,

    Contacts entity is a system entity , so if you include contact entity in an unmanaged solution and exported as managed solution to move  into production, in the import window you will get two options

    1. Maintain customization

    If  you have any unmanaged solution with contacts entity in the prod , then changes will be remain there.

    2. Overwrite

    This will overwrite  your unmanaged changes.

    If you want to keep all unmanaged changes in production with the contact entity you need to choose first options.

    Now if you delete the imported managed solution from production , then all the components and  the data of contacts entity associated with the solution  will be deleted, but contact entity will be there in the system as this is system entity and you can not delete.

    In summary,  when you uninstall a managed solution, the following data is lost: data stored in custom entities that are part of the solution and data stored in custom attributes on system entities that are part of the solution.

    [View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/uninstall-delete-solution]

    Hope this helps.

  • Ben T Profile Picture
    803 on at

    Goutam,

    Thanks for the response. What if there is a custom attribute on a system entity that is in both a managed and unmanaged solution? Will deleting the managed solution still erase that data or not because of the unmanaged solution?

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