Solutions: All the configurations in an MS CRM application is maintained in a solution. It is a repository of configuration items like Entities, Fields, Forms, reports, Dashboards etc. People who are new to MS CRM can get confused easily by terms like Default Solution, Managed Solution and Unmanaged Solution.
Every application will have one default solution defined with all the basic entities. Default solution is a vanilla solution. It is recommended not to modify anything in a default solution. We should create our own custom solution. Every custom solution once created is a unmanaged solution. Once you are done with your customization, you need to make it a managed solution, meaning that you do not let anyone modify the solution. It is locked and can be moved to other environments as a package.
We can add unmanaged solutions, do our customizations in it, export it as a Managed solution and import it to higher environments as a Managed solution. If a managed solution is deleted, it deletes all the customizations. For testing in unmanaged solutions, we need to publish the customizations.
Navigate to Microsoft Dynamics CRM -> Settings -> Customizations
You can access default solution by clicking Customize the System link.
You can create, access or modify custom solutions by clicking Solutions link.
A default solution looks like this.
Every application will have one default solution defined with all the basic entities. Default solution is a vanilla solution. It is recommended not to modify anything in a default solution. We should create our own custom solution. Every custom solution once created is a unmanaged solution. Once you are done with your customization, you need to make it a managed solution, meaning that you do not let anyone modify the solution. It is locked and can be moved to other environments as a package.
We can add unmanaged solutions, do our customizations in it, export it as a Managed solution and import it to higher environments as a Managed solution. If a managed solution is deleted, it deletes all the customizations. For testing in unmanaged solutions, we need to publish the customizations.
Navigate to Microsoft Dynamics CRM -> Settings -> Customizations
You can access default solution by clicking Customize the System link.
You can create, access or modify custom solutions by clicking Solutions link.
A default solution looks like this.
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