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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Will Unmanaged customi...
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Will Unmanaged customisations be retained on managed solution update/upgrade

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Posted on by Noodles2302 30

I have a managed solution that is installed into a Production environment.

Changes have been made in that Production environment directly in the Default Solution.  Specifically, the changes have added a number of new fields to one entity and a number of new Business Process Flows 

We all know that this is not the way things should be done, but my question here today is about understanding what will happen to those customisations when the next update of my managed solution is installed to the Production environment.

I have read statements saying that "Managed solutions overwrite any Unmanaged customisations". Is this only where the "Overwrite option (rather than the Preserve option" is chosen during the managed solution update?  As the unmanaged customisations are new fields and new BPFs, do these all qualify as customisations rather than additions?

Thanks

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Will Unmanaged customisations be retained on managed solution update/upgrade

    Hi Noodles2302,

    pastedimage1607296360831v1.png

    Your managed solution will have imported on the managed solution layer. All imported managed solutions and the system solution exist at this level. When multiple managed solutions are installed, the last one installed is above the managed solution installed previously. This means that the second solution installed can customize the one installed before it. When two managed solutions have conflicting definitions, the runtime behavior is either “Last one wins” or a merge logic is implemented. If you uninstall a managed solution, the managed solution below it takes effect. If you uninstall all managed solutions, the default behavior defined within the system solution is applied. At the base of the managed layers level is the system layer. The system layer contains the tables and components that are required for the platform to function.

    After making new changes directly in the production environment, your new unmanaged customizations will sit above the managed layer so the user will see the changes.

    Finally, when you you install a managed solution that already exists in the organization, the import solution dialog will provide the following options:

    • Maintain customizations (recommended)
      This option maintains any unmanaged customizations performed on components, but also implies that some of the updates included in this solution will not take effect.
    • Overwrite customizations
      This option overwrites any unmanaged customizations previously performed on components included in this solution. All updates included in this solution will take effect.

    The Maintain customizations (recommended) option will keep your unmanaged customizations on components as is. The Overwrite customizations option will overwrite the customizations on unmanaged components with those found in the managed solution.

  • Noodles2302 Profile Picture
    Noodles2302 30 on at
    RE: Will Unmanaged customisations be retained on managed solution update/upgrade

    The unmanaged customisations, both new fields and new BPFs all have the "new_" prefix.  

  • HSS2482 Profile Picture
    HSS2482 105 on at
    RE: Will Unmanaged customisations be retained on managed solution update/upgrade

    Hi

    Can you check the schema name of the attributes that are created in the default solution? They should all start with a different prefix (new_) than the ones that you are building in Development instance & exporting managed.

    In your particular scenario both the components will live in Production instance side by side. Each with a different name.

    Hope this helps. Thanks

  • Suggested answer
    AJ-22040756-0 Profile Picture
    AJ-22040756-0 on at
    RE: Will Unmanaged customisations be retained on managed solution update/upgrade

    Hi Partner

    If you import the managed solution with an option "Maintain customization" you unmanaged changes will be as is  however the changes which are importing as a part of managed customization will not take place. 

    So if you go to the components wherein you've added the unmanaged customization. for example lets say on a form you've added a field so if you check the solution layers of that form you might see an option as active layer on the top which will prevent to get the new changes take effect on specific components wherein unmanaged customization are present. 

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