News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Best Practices for Exp...

Customer experience | Sales, Customer Insights,...

Answered

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

(1) Share

Report

Report

Posted on by SR-02080227-0

96

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!

All responses Img

All responses (3)

Answers Img

Answers (1)

Verified answer

SaiRT14 66 on at

Like (1)

Report

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.
Suggested answer

PerezAguiar on at

Like (0)

Report

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 96 on at

Like (0)

Report

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

Is what I have done the best practice for this?

Helpful resources

News and Announcements

Announcing Category Subscriptions!

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard

#1

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2

Martin Dráb 230,370 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans