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Best Practices for Exporting Solutions from UAT and Importing Them into PROD

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Posted on by SR-02080227-0

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Hi everyone,

I am currently exporting solutions from UAT as Unmanaged and importing them into PROD. I would like to know the best practices for this process. Additionally, I need to understand the differences between Managed and Unmanaged solutions.

When I copy PROD to replace UAT for new data testing, I have to turn on the Unmanaged solutions one by one. Is there a way to automate turning off the email notification solution and turning on other ones?

Any insights or recommendations would be greatly appreciated.

Thank you!

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SaiRT14 126 on at

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Best Practices for Exporting Solutions from UAT and Importing Them into PROD

When exporting solutions from UAT to PROD, it’s best to use Managed Solutions in production environments. Managed solutions provide controlled deployment, versioning, and can be easily uninstalled if needed, unlike Unmanaged solutions, which are ideal for development and testing environments. It’s crucial to test managed solutions thoroughly in UAT before importing them into production, and always backup your production environment to safeguard against potential issues.

Managed Solutions differ from Unmanaged Solutions primarily in their usage and flexibility. Managed solutions are locked and can’t be edited after import, making them secure for production. In contrast, Unmanaged solutions are editable and used mainly during development. Once imported into an environment, the components of an unmanaged solution become a permanent part of that environment and can't be easily removed.

To automate turning off the email notification solution and activating others when copying PROD to UAT, consider using tools like Power Automate or PowerShell scripts integrated with Dynamics 365 SDK. These can automate the activation and deactivation of specific solutions, streamlining your process and reducing manual effort during environment refreshes and testing.
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PerezAguiar Microsoft Employee on at

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Best Practices for Exporting Solutions from UAT and Importing Them into PROD

Hey

Let's suppose for one second we're talking about powerplatform/CRM solutions. You have de differences described on https://learn.microsoft.com/en-us/power-platform/alm/solution-concepts-alm. Basically, Unmanaged solutions you can edit components (developed) while managed solutions don't allow editing components (Deployed).

Regarding "turning off/Turning on", the only thing that comes to my mind is to use some sort of automated deployment following devOps, or perhaps you can use powerAutomate to enable/disable the required features/Solutions.

Regards
SR-02080227-0 117 on at

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Best Practices for Exporting Solutions from UAT and Importing Them into PROD

Is what I have done the best practice for this?

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