What’s a Solution in CRM?

Definition

A Solution, is a pack of components and customizations that you can either add, edit or remove. This functionality was made to easily move several number of customizations between organizations.

How many types of solutions do we have?

  1. Unmanaged Solutions
  2. Managed solutions

Unmanaged Solutions

I like to compare Unmanaged and Managed Solutions with a Box. An Unmanaged Solution is a Box opened from the top and from the bottom. This means that you can add items to the box, but they will remain if you “delete” the box. However, it’s important to know that they will be moved if you move(Export) the solution.

Technically speaking, this type of Solution allows the User to add, edit and remove the components that it contains without any restrictions. Every solution starts as a unmanaged solution, so we can also define it as the first state of all Solutions in CRM. It’s important to notice that a Unmanaged Solution only contains references to the components that it has, so, by deleting an unmanaged solution we’ll only remove the solution with its references. However, all components that the solution had, will remain in the system.

 

Managed Solutions

A Managed Solution is a closed box that is ready to be sent to the customer and that can’t be modified, it can be only configured.

Managed Solutions are used as “deliverables”, this means that they have all references needed to work properly after installing it on any environment. Managed solutions can be also defined as the last state of a Solution. In order to create a Managed Solution, we’ll need to export a Unmanaged Solution as Managed. Also, its important to say that no changes can be done to a Managed solution, the only thing that do with them is configure. All configurations you can do in a Managed Solution are defined per Entity in your Unmanaged Solution before exporting it as Managed. Once is managed, you can’t change what you have defined until you export again.

 

In the next tutorial, I’ll show how to create a Solution.

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