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Can't import unmanaged solution into new Organization because of dependency with managed solutions/ convert managed solution into unmanged?

Posted on by 725

Hi all,


We are currently running Dynamis365 V9 on premise and are assessing a migration to Online. MS told us to sign up for an Online trial – and move our customization to an Online instance so we can perform some testing. The issue I’m describing is not specific when the target is an Online instance it also applies to a vanilla on premise CRM organization.

 

First I tried to export the default solution (all our customization) from our on premise DEV system to the Online trial. I’m getting many dependency issues (mostly regarding managed solutions). I found this article from MS stating that you can’t export the default solution from on-premise and import online (https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/administering-dynamics-365/dn531198(v=crm.8)?redirectedfrom=MSDN)

 

So I thought let’s only move a subset of our customizations to Online. I’ve created a new solution on our DEV system and added the Account entity. The Account entity has many related Entities (which are added automatically to the solution) – so it would be a good showcase for the PoC we want to run on the Online instance. Unfortunately again when importing this unmanaged solution Online we are facing a lot of import errors. Mainly about missing managed solution on the target environment.

 

To give you a bit more background:

  • When we started to work with CRM2013 in 2014 we were advised by a MS partner to import all our in-house customizations as managed solutions into our Production environment. Totally we deployed around 30-35 managed solutions + there are couple of external managed solutions (3rd party solutions like ClickDimension, Attachment Extractor)
  • In 2019 when we migrated from CRM2013 to D365 on premise we decided to stop deploying managed solution to Production and only import unmanaged solution (managed solution gave us some issues with the deployment sometimes where we had to manually fix the customization through the unmanaged layer).
  • Once the upgrade project finished our new D365 DEV system has been rebuilt by a clone from Production (database import). So we ended up with those 30-35 managed solutions in our dev system. That hasn’t been causing any issues so far as we can still change all components on DEV through the unmanaged layer and deploy as unmanaged solution to UAT/Production.


But now when importing our customization to a new/empty/vanilla Organization we running into various dependency issues. Because CRM expects the managed solution to be available in the Target Organization.  We don’t have access anymore to all of the managed solutions, even if we had with some of the deployments of these managed solutions there was a lot of manual work involved (deleting components like fields from Forms etc). So we can’t re-do all of this work again. This could keep us busy for a couple of months just to put as into a situation where can deploy our customization to the Online trial (or an on Premise vanilla org) and start testing.

 

  • can you give some technical advise on our approach?
  • Maybe we are missing something. Is there a supported/unsupported way to bypass the issue we are facing?
  • Can we get rid of the managed solutions on our Dev system but keep all the customization in the unmanaged layer?
  • How would this issue be handled by the Fast Track / Lift & shift option from MS ?
  • Would the solutions be migrated like-like from OnPremise to Online? Ideally we want to get rid of all inhouse managed solution and only work with the unmanaged solution + the external managed solutions we would still need once Online.
  • I found this article describing an unsupported method using sql statement to change the IsManaged flag and Solution for each solution component. Not sure if this could work for us – at least for the PoC.

 


Any help will be much appreciated.

 

Thanks

Alen

  • ccognetta Profile Picture
    ccognetta 40 on at
    RE: Can't import unmanaged solution into new Organization because of dependency with managed solutions/ convert managed solution into unmanged?

    Hi Alen, not sure if you have got thru your approach, but it's be glad to talk to you about the overall process. The Fast Track process does move your solutions & data as whole into the MS Cloud. You still will follow the same process you did switching versions, upgrading ISVs and custom code to work in the new UCI.  I'm a big fan of not using managed solutions for smaller companies. You can revert back IF you have the unmanaged solutions. The challenge is that when you upgrade, those managed solutions are in your system. Deleting them would DELETE the data in the fields that they provide. Its a delicate dance to go back, but I see your struggling with managing this. Changing the flag will not help you. This is inside the solution stack. The short answer is you would create a new environment. Grab all your unmanaged customizations and upload them., then apply your ISVs, the do a data migration to move the data over. Its should be a one to one mapping as the data and solutions will remain the same. A company like www.congruentx.com , where I work can help you thru this.

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    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Can't import unmanaged solution into new Organization because of dependency with managed solutions/ convert managed solution into unmanged?

    Hi

    Sorry my response was largely targeted at solution dependency issues you described.

    If you have 30+ managed solutions on your Dev, quite a lot of components will be in managed state so it makes sense why you decided to do the customization and deploy as unmanaged solution. As long as Dev/Prod/UAT all have the same managed solution layers, this approach would work fine. If a particular managed component is set as non-customizable, you may have to change that component to unmanaged by making change to component state directly in the DB in unsupported way. However, changing every single component to unmanaged or customizable is not going to be easy, not supported and prone to errors and you will end up spending a lot of time in manual SQL updates, backups and restores and stuff like that.

    • can you give some technical advise on our approach?

    Looking at your points, my suggestion would be to go for lift & shift  whether you are moving to online or upgrading on-prem . The alternative is you spend a lot of time re-creation your components on a vanilla box, bringing in few/some components at a time, and creating some manually, then migrating all the data,  this is going to be whole new project and you might end up spending months tbh. 

    • Maybe we are missing something. Is there a supported/unsupported way to bypass the issue we are facing?

    You can change a component state from Managed to Unmanaged by doing unsupported direct SQL updates as I mentioned above. If we are talking about few/some components, updating those might be easy, if there are a lot of components, its wont be easy to change all.

    • Can we get rid of the managed solutions on our Dev system but keep all the customization in the unmanaged layer?

    If you just want to delete the managed solutions just the keep the solution list clean, you could try changing the solution type from Managed to Unmanaged in unsupported SQL update and delete the solution but your managed component layers will still be in your system so I do not see much benefit in deleting just the solutions.

    • How would this issue be handled by the Fast Track / Lift & shift option from MS ?

    FastTrack lift and shift is nothing but importing an org DB, same as how you created your Dev from Prod.

    • Would the solutions be migrated like-like from OnPremise to Online? Ideally we want to get rid of all inhouse managed solution and only work with the unmanaged solution + the external managed solutions we would still need once Online.

    Due to the number of managed solutions in your system, Org import will be the best solution in my view.

    • I found this article describing an unsupported method using sql statement to change the IsManaged flag and Solution for each solution component. Not sure if this could work for us – at least for the 

    As I mentioned above, it is possible to change in unsupported way. I tried doing this in one of the migrations. Changing a field, or dashboard or form was easy but then changing relationships and roles were complicated as they are spread in many metadata tables, it was too many to keep track of and change so I gave up. So in short, it will work for POC small set of components. Having said that, you could come up with the SQL script or C# console app to change but its very time consuming and prone to errors.

  • alen1979 Profile Picture
    alen1979 725 on at
    RE: Can't import unmanaged solution into new Organization because of dependency with managed solutions/ convert managed solution into unmanged?

    thanks all for your help.

    I know about FastTrack and that this is the way to do an Online migration these days. They (MS) call it 'lift-and-shift'.

    Our Company has not yet decided if we want to go Online or not. It will depend on costs, timescales, complexity of the Online migration (things like integration, SQL SSRS reports etc). Therefore we asked MS if we could do a 'test' migration to Online and do some ProofOfConcept before we commit to go Online.  It's more or less a "chicken-and-egg" problem. MS said they can't offer us a Fast Track migration (even not for testing purposes) as long as we don't commit to go Online. That's why we are trying to do this manually. MS said we can simply export our on premise solution(s) and import in the Online trial...but I knew it wouldn't be that easy….

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Can't import unmanaged solution into new Organization because of dependency with managed solutions/ convert managed solution into unmanged?

    Hi,

    Instead of importing solution, you will have to backup the database, upload to a storage account on your Azure subscription and Microsoft Fast Track team will help you to get the V9 DB upgraded to the latest online version.

    So like Adrian suggested, I would recommend you sign up for Fast Track

    Useful links

    community.dynamics.com/.../936047

    dynamics.microsoft.com/.../

    www.microsoft.com/.../faqs

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    Fubar Profile Picture
    Fubar 2,752 on at
    RE: Can't import unmanaged solution into new Organization because of dependency with managed solutions/ convert managed solution into unmanged?

    Also usually can't just move the default solution from on premise as various out of the box SSRS reports have SQL behind them and they fill fail the import.  And if you have any Managed Solutions they will need to be in the target environment as the default solution (or your own solution file) will only contain the delta change and not the full objects from managed solutions.

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Can't import unmanaged solution into new Organization because of dependency with managed solutions/ convert managed solution into unmanged?

    Hi Alen,

    Your best option is to go through the Microsoft FastTrack Dynamics CRM (on-premises) to Dynamics 365 migration program if you are eligible. You can learn more about this here.

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