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Answers to the easy and hard questions to consider as we think about Managed and Unmanaged Solutions (#Msdyncrm)

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Answers to the easy and hard questions to consider as we think about Managed and Unmanaged Solutions

1) How do you create a managed or unmanaged solution?

  • Select Settings
  • Select Solutions
  • Select New

New Solution

  • Give your solution a name
  • Add a publisher (see next question for details on publishers)
  • Add a version such as 1.0.0.0
  • Add existing entities you want to modify or new entities you want to create
  • Save your solution
  • Export as either an unmanaged or managed solution

2) What is a CRM publisher?

A publisher allows you to define a prefix and variables for your solutions. A publisher can be used to organize or classify components added to a solution. To create a publisher

  • Select Settings
  • Select Customizations
  • Select Publishers
  • Select New
  • Publisher
      Newpublisher
    Give your publisher a name
  • Set your prefix
  • You can also set the starting number for any values in option sets
  • Save your publisher (you can now use it when creating solutions)

3) What benefit does the publisher give the customizer?

  • Every component (attribute, entity, etc. is prefixed with that publisher prefix)

4) What happens when you import an unmanaged solution?

  • The solution is merged with all other unmanaged solutions.

5) Can you export a managed solution?

  • No, you can only export an unmanaged solution which gives you the option to create a managed solution.

6) Who is the primary audience for managed solutions?

  • Independent Software Vendors (ISVs)

7) What are the disadvantages of using managed solutions?

  • The components of a managed solution can not be changed.

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