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CRM 2011 on-premises - Apply changes directly on a default solution RRS feed

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    Hello Everyone,

    One of our customers wants to do all customisation changes directly on a Default solution of production(live) server. They don't want to follow the release process via managed solution(s). At present we do have any unmanaged solution, suppose, in case we allow them to do the further customisation changes directly on the default solution of the live server then what could be the disadvantages? Whether can we revert them back again to the managed solution release process(same as we maintained right now)? If yes then what would the steps to do so?

     

    Thanks, Ankit Shah

    Inkey Solutions, India.
    Microsoft Certified Business Management Solutions Professionals
    http://www.inkeysolutions.com/MicrosoftDynamicsCRM.html

    Tuesday, December 3, 2013 9:34 AM

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    I don't usually use managed solutions for releasing customizations into production -- there are too many drawbacks. For example, it's very difficult to delete a component from a managed solution if it's no longer needed.

    However, I do not recommend customizing the default solution in production. Ever. One big disadvantage is that unmanaged customizations will win over managed customizations, so for example, none of the form changes in a managed solution's form will be seen in production because unmanaged form customizations will win.

    I recommend building an unmanaged solution in development, deploying it to a test org, then deploying it to the production org. Use a new unmanaged solution for each feature or each release.

    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Tuesday, December 3, 2013 6:48 PM
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    Hi Neil,

    Thank you for the response.

    Yes, right now, we are following the release process in a same manner as you specified in the last paragraph.

    But, our customer would like to do the customisation changes by their own and they want to do it very frequently along with the data changes on production server itself.

    According to them, the release process (transporting customisation via managed solutions) is a time consuming way, the deletion of components require to take support of holding solution, and some more points that they would like to eliminate from the current process. They used to do the changes directly on Default solution in CRM 4.0. We moved them to solutions and a separate development and QA servers. But, now they want to go back to the previous process.

    Are there any ways that we can temporary allow them to do the direct changes on live server (considering the data as well), like creating unmanaged solution and do the changes and down the line, say after 3 or 4 months we could again revert them back to current process of managed solution. 

    Any help would be much appreciated.

    Thanks, Ankit Shah

    Inkey Solutions, India.
    Microsoft Certified Business Management Solutions Professionals
    http://www.inkeysolutions.com/MicrosoftDynamicsCRM.html

    Wednesday, December 4, 2013 4:58 AM