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FIGURE 5-23 Multiple dependent managed solutions example
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Pros
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You can more easily track the version and update the base solution, and then apply the update to all solutions that reference the base. You duplicate less effort as you create common functionality in the base solution shared across additional solutions. You can partition development efforts and responsibilities more easily.
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You need one organization for each managed solution to properly develop and create the solution files, and you need to ensure that each subsequent environment has the base solution installed. You cannot easily remove the base solution because you have other solutions dependent on it. This approach adds more complexity as managed solutions introduce component merging for overlapping components in the destination system. You have more testing complexity because you need to test each dependent component and their subsequent interaction with the base solution. You must install multiple solutions in the correct order for each solution to work properly. Depending on the number of features in the base solution, you might end up installing more functionality than needed for the required solution to work properly.
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5 Solutions Overview and Concepts
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We ll leave you with the following additional thoughts and tips when working with solutions:
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You should create a separate organization for each planned managed solution because most solutions will at a minimum share the site map. These organizations should be considered your development environments and contain the unmanaged solution code. You should have a test organization to verify the managed solutions before placing them on your production system. Regardless of the solution strategy you employ, test the approach with a small subset of both merging and overwrite components to ensure that you understand the interaction and impact. Be sure to back up the unmanaged solution file or the organization database for every managed solution in case you need to revert or restore any lost work. When building dependent solutions, consider using a separate form or creating separate tabs or sections on the form for each solution. Although Microsoft Dynamics CRM merges changes made to the form, you can t always be sure how it will merge the field layouts within a section. By using a separate form for each solution or at minimum a separate tab or section on the form you can better control the layout. Do not include the site map or application ribbon in multiple unmanaged developer solutions. Instead, consider creating a separate unmanaged solution for site map and application ribbon customizations. This allows developers to only work on that solution and avoid overwriting each other s changes when they import their specific development solution. Use the Microsoft Dynamics CRM SDK and create automated build processes for your solution files. Create a publisher and set a default prefix even if you are only using unmanaged solutions. Remember that all managed components are controlled by the publisher through the solution container. By using the same publisher, you allow yourself options with reorganizing and updating your managed components. When using multiple solutions with a shared publisher, create the publisher first and then use it in all the solutions in different organizations. Only include dependent components in your solution if you are confident they do not exist on your target environment(s). Use version numbers for your solutions and be sure to update them every time you change the solutions components. Consider using the Configuration page for any post-install steps or configuration, or additional help documentation for your solution applications.
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Part II Solutions
Consider using the Get Started pane for additional user interface opportunities beyond the help file for your custom applications. If you import a managed solution to a target system that has an unmanaged set of the same components, Microsoft Dynamics CRM tries to pull those unmanaged components into the managed solution on the target environment, based on the solution publisher and prefix. This functionality is ideal for upgrade scenarios. Review the Microsoft Dynamics CRM SDK for more information. Microsoft Dynamics CRM has a file size limit for your solution .zip or .cab files (8 MB for on-premises and around 28 MB for CRM Online). Although your system administrator can raise the 8 MB limit for on-premises deployments, you need to split any solution files larger than the limits into smaller solution packages. Microsoft Dynamics CRM supports the export and import of language translations. When you export translations for a given solution, Microsoft Dynamics CRM will produce the translations and languages in an Excel file. You can then import that Excel file back into Microsoft Dynamics CRM and easily have your labels update for multiple languages!
Summary
In this chapter, we explained the concepts, terminology, and processes related to customizing entities. Microsoft Dynamics CRM stores data as entities, and each entity possesses multiple fields that define its characteristics. The software uses three different types of entities: system customizable, system non-customizable, and custom. Every entity consists of multiple fields, and Microsoft Dynamics CRM supports two different types of fields: system and custom. Only users with the correct security rights, such as users with the System Administrator or System Customizer security roles, can perform customizations. After you complete your updates, you publish them so that they take effect in the system. If you need to copy your customizations from one system to another, you can export your customizations as either a managed or unmanaged solution file that can be imported into another Microsoft Dynamics CRM system. In Microsoft Dynamics CRM, you also can easily rename the default system entities using terminology that better fits your business. This chapter also explored the additional functionality and components available for solution packaging, transport, and installation. Unmanaged solution components are simply references to the underlying controls. When you export and subsequently import a solution as managed, you have the ability to more granularly control and version your solution, as well as completely delete it from the target system.
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