Showing posts with label unmanaged solution. Show all posts
Showing posts with label unmanaged solution. Show all posts

Tuesday, March 25, 2014

Why you need to be careful while exporting solutions from CRM 2013

Whenever I tried to export my solution I saw following settings and got confused which settings I need to pick and which settings I don’t need. After doing some Google I got some useful details about these settings. Some settings are clear but some needs clarification I have explained these settings in detail below.


If you want to import or export solution please check following link
http://msdn.microsoft.com/en-us/library/gg334495.aspx

If you check any of the above settings in your Dev environment it will take these settings to your UAT environment and so on. If you are taking your solution from UAT to Production please be careful otherwise it will overwrite the existing settings with the new one. Below is the list which tells us what settings we keep and what settings to leave.

Auto-Numbering

If you select Auto-Numbering check box all the prefix settings will go with the solution. If you have a product than I think you don’t need to take these settings to the client machine because client might have different settings for auto-numbering. Below is the list of auto-numbering settings.
1. Camping Prefix
2. Case Prefix
3. Contract prefix
4. Invoice prefix
5. Article prefix
6. Order prefix
7. Unique String Length

Calendar

Second check box is calendar. If we select this check box following settings will be go with the solution. Calendar type (Calendar type could be US/ Arabic etc) Date Format Code (All the information about date format how the date will be shown in CRM i.e. DD-MM-YYYY or MM-DD-YYYY Date separator (Date separator contains that character that separate Dates) Max appointment duration (Contains settings about Max number of days for an appointment) Show week Number (Whether week number to be shown in CRM or not) Time format code (Information about Time format) Week start day code (Details of Week start day, In US start day will be Monday, In UAE start day will be Sunday)

Customization

Is Application Mode Enabled (Indicates whether loading of CRM in a browser window that does not have address, tool, and menu bars is enabled)

Email-tracking

Contains all the settings that relate to Email-tracking. i.e Allow Unresolved Address Email Send, Ignore Internal Email, Max Tracking Number, Render Secure Frame For Email, Tracking Prefix, Tracking Token Base, Tracking Token Digits

General


General contains settings for Block Attachments, Currency Format, Code Currency Symbol, Full Name Display Order,  Is Get Started Pane Content Enabled Presence Enabled, Negative Format, Number Format, Pricing Decimal Precision, Share to Previous Owner on Assign

Marketing

Allow Automatic Response Creation, Allow Automatic Unsubscribe, Allow Automatic Unsubscribe Acknowledgement, Allow Marketing Email Execution

Outlook Synchronization

Allow Address Book Synchronization, Allow Offline Scheduled Synchronization, Allow Scheduled Synchronization, Email Send Polling Frequency, Min Address Synchronization Frequency, Min Offline Synchronization Frequency, Min Synchronization Frequency, Auto-Tag Max Cycles, Auto-Tag Interval

Relationship Roles

Relationship Role Settings

ISV

Config Service Calendar Appearance Configuration

Tuesday, October 9, 2012

Converting a Managed solution into a unmanaged solution

Today i am just reading the forum and found a good discussion and want to share with you.
Post Link

As we know that we cant make changes in Managed solution but some times we need to customize the solution. Please follow these steps

1. Extract the Solution Zip file.
2. Open solution.xml file in notepad application. Search for Managed Tag (E.g.: <Managed>1</Managed>), Now change the value from 1 to 0.
3.Zip the files again and import it.

That’s it The Solution is changed to Unmanaged. This can be imported and customized as per the need.