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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Reverting unmanaged so...
Microsoft Dynamics CRM (Archived)

Reverting unmanaged solution changes

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Posted on by Community Member Microsoft Employee

We have an unmanaged solution in our CRM environment that changes the layout of a form and we are looking to revert the changes that it made.

We know that if we delete the solution, that just deletes the reference, but not the changes. As we understand it, we would need to delete the solution, then go into the default solution and revert the changes to the form there.

What we are concerned about is if we then introduce another solution at some point in the future that amends the layout of that form, will that form behave according to the new solution or will the changes made in the default solution override the layout defined in the new solution.

Many thanks

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  • Michel van den Brink Profile Picture
    Michel van den Brink 4,697 on at
    RE: Reverting unmanaged solution changes

    Any time, here to help :-)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Reverting unmanaged solution changes

    Many thanks Michel, this is very helpful.

  • Verified answer
    Michel van den Brink Profile Picture
    Michel van den Brink 4,697 on at
    RE: Reverting unmanaged solution changes

    Hello NSG,

    There's no real 'undo' feature, so this process is a little cumbersome and involves using a second Dynamics organization as a 'template' to apply the defaults to your own organization.

     

    Using a second Dynamics organization, that doesn't have the changes, create an Unmanaged Solution and add only the components you want to 'reset'/'undo'. Your subscription should come with a Sandbox, which you could use for this - if your sandbox already has changes, there is an option to reset it completely. If you don't have any Dynamics organization available without changes, you can try creating a new trial.

    After adding the 'clean' components from the second Dynamics organization to your Unmanaged Solution, export it as Unmanaged and then import it into your original organization.

    This is one of those scenarios where you'd use an Unmanaged Solution, instead of a Managed one because, this needs to overwrite other Unmanaged changes, which a Managed Solution simply can't do.

     

    I hope this is a workable solution for you.

    Also, here is some documentation about how the different solution types behave when you install them on top of eachother:

    docs.microsoft.com/.../introduction-solutions

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Reverting unmanaged solution changes

    Thank you for your help Michel.

    You mention undoing these changes manually. If we have to manually undo the changes, would this be best done in the default solution or a new solution?

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Reverting unmanaged solution changes

    Also, I think there is some confusion in terms of default/non-default solutions.. When it comes to unmanaged solutions, it's really nothing but a "grouping" of various components (unlike with the managed solutions which are creating a new "layer"). All of the unmanaged solutions(and the default solution) are working with the same customizations "layer". So, if you import another unmanaged solution later, it will make unmanaged change to the same layer, and it will override the layout of the form you have there now.

    PS. Whether it should always be managed or not.. Definitely not "always":)

  • Suggested answer
    Michel van den Brink Profile Picture
    Michel van den Brink 4,697 on at
    RE: Reverting unmanaged solution changes

    Hello,

    Unfortunately changes introduced by importing an Unmanaged Solution can not be reverted. When importing the Unmanaged Solution the application would have prompted you with this warning.

    If you are trying out new Solutions always go for Managed Solutions, the creating/vendor of the Solution should provide one.
    If you are the creator of the Solution, always export it as Managed, before importing it anywhere else.

    .

    To revert changes now, all you can really do is undo these changes manually or restore a previous backup of the organization.

    In Dynamics 365 Customer Engagement (CRM) Online, you can restore a backup of up to 3 days in the past by going to the Dynamics 365 admin section in Office 365. There you choose the 'Backups' tab and choose a backup to restore.

    dynamicscommunity_5F00_restorebackup.png

    Direct link to this page

    1. United States
      https://port.crm.dynamics.com/G/RestorePoints/Manage/Index.aspx

    2. EMEA (Europe, Middle East, Africa)
      https://port.crm4.dynamics.com/G/RestorePoints/Manage/Index.aspx 

    .

    Sorry to be the bearer of bad news.

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