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Microsoft Dynamics CRM (Archived)

Dynamics CRM Solutions (Layers like Dynamics AX?)

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In Dynamics CRM they have Solutions, adding existing items to the solutions, making changes like adding a Field to an entity and then publishing the solution is pretty straightforward. Although you would expect that since you made the modification like adding a field to the solution, removing the solution does not undo the changes applied by the solution.

Is there no way to package changes and have them unapplied based on that solution? If not what is the sense of packaging changes in a solution, creating a version of the solution and never being able to un-apply the changes as they become part of the main solution?

In Dynamics AX, you have many layers but each layer overrides the n ext so any changes applied can be undone by simply removing the layer, does not seem to apply to Dynamics CRM and CRM does not even seem to have any way of undoing applied solutions once a entity is modified, its done. Once a Ribbon is changes and published, its applied to the base and cannot be undone.

Am I missing something?

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  • Verified answer
    Aiden Kaskela Profile Picture
    19,696 on at

    Hi,

    Solutions are really used for moving customizations and code from one CRM instance to another. It's Dynamics's way of supporting an App Store model - I can publish a solution for other people to install. If you install a managed solution, you can uninstall/delete it and all of its fields are removed. Since you're making the changes on that org specifically, you would need to delete the fields since it's part of an Unmanaged solution. If you exported your solution as managed and imported it somewhere else, you could delete it without issue.

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

  • BobBreton Profile Picture
    on at

    What would be a best practice development model having 1 sandbox instance to quickly restore back, another development instance used to import exported managed solutions from said sandbox (And once you gain signoff deploy them to live as managed solutions) otherwise, delete them and them re-flash you sandbox to undo the changes if by chance you changed rules in Ribbon Workbench or modified a Business Process Flow with unexpected results?

    Just trying to gain insight on what Microsoft Development was thinking when they envisioned development with solutions and versions yet the actual development system seems to have everything applied as unmanaged until export, correct?

  • Suggested answer
    Aiden Kaskela Profile Picture
    19,696 on at

    I don't know if this is the perfect model, but works pretty well for me.

    We use a development environment with the Unmanaged solution. And fields that have code are always created here and we do development and dev level testing against that environment.

    We usually have a stage and a user acceptance testing environment. Stage is for our QA, and from there it goes to UAT for the customer to do their testing. If your company is the customer you could combine these two into a single step. For testing, we move the solution from dev to stage or UAT as Managed.

    Finally when everything is good, we roll out the solutions and code to production and do verification that the updated code works post rollout.

    If the customer is OnPrem, we'lll usually redeploy production back to UAT when we work on the next release. This usually catches any conflicts with new fields added to production and that type of thing.

    Thanks,

     Aiden

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