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There are two types of Dynamics CRM solutions: Managed and Unmanaged. We have ‘Default Solution’ also in CRM with all components of instance
Managed solutions is a kind of completed package that we can distribute to others to install in their CRM organizations.
Unmanaged solutions is a group of unmanaged customizations. Any unmanaged customized solution component can be associated with any number of unmanaged solutions.
We can export an unmanaged solution as Managed solution. We can’t rollback the customizations once import into CRM instance.
No, we can’t update the components in Managed solution.
By using Managed Properties of Managed solution.
Each Managed solution is linked with Publisher. Publisher indicates the owner of the Managed solution who developed it.
Remove button release the components from the solution whereas Delete button removes the component from CRM system.
Below solution components require publishing when they are updated:
1. Application Ribbon
3. Entity Relationship
7. Option Set
8. Site Map
10. Web Resource
1. Read-write of Customizations
2. Read-write of solutions
3. Read-write of publishers
4. Read-write of web resources
5. Import and Export customizations
6. Publish customizations
1. Navigate to Settings – Solutions
2. Click on New
3. Fill the required fields like Name, version. Select the Publisher record (Create if not existed)
1. Navigate to Settings – Solutions
2. Select the solution that you want to export
3. Click on “Export”
4. Follow the Wizard and select “Managed” solution type in “Package Type” page.
5. Follow the remaining steps in wizard and save the solution
The following is a list of solution components that you can view within a solution: Application Ribbon
1. Article Template
2. Business Rule
4. Connection Role
5. Contract Template
7. Email Template
9. Entity Relationship
11. Field Security Profile
13. Mail Merge Template
15. Option Set
16. Plug-in Assembly
19. Sdk Message Processing Step
20. Security Role
21. Service Endpoint
22. Site Map
23. Web Resource
Below components can be directly created from solution file:
2. Option sets
3. Web Resources
7. Connection Roles
8. Security Roles
9. Templates (Email, Mail merge, contract and Article)
10. Field security profiles
We can’t customize Managed solution components. By using, Managed properties of Managed solutions users can customize these Managed solution components.
Every solution in CRM has a Publisher. Publisher record stores the information like address and contact information of solution publisher.
CRM default solution has its own default publisher with the name “Default Publisher for ”
We can create our own Publisher for solution and can define the “Prefix” for the custom components and start value of Option set values.
Web resource is one of the component in CRM to create JS, HTML, Silverlight, images and style sheet files. We can create below types of web resources in CRM:
1. Webpage (HTML)
2. Style Sheet (CSS)
3. Script (JScript)
4. Data (XML)
5. Image (PNG)
6. Image (JPG)
7. Image (GIF)
8. Silverlight (XAP)
9. StyleSheet (XSL)
10. Image (ICO)
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