CRM Dynamics Power Apps Patch to Deactivate Views Not Deactivating Views - view

I have created a patch in our dev environment. This patch includes several views which need to be deactivated in our test and production environment. After I deployed the patch, the views were not deactivated in the test environment. Do patches not deactivated views or am I missing something? Thanks.
I tried looking for unmanaged layers that might be the culprit but did not see them. I cannot find any documentation regarding deactivating views via solution patch.

It turns out that you have to do a solution rollup in order to deactivate the views. Pushing a patch will not deactivate the views.

Related

Is it possible to add process for custom entities in managed solution in Dynamics crm?

I have a managed solution where I want to add a process/workflow with custom entities. I am able to add process in unmanaged solution for custom entities but have any way to do in managed solution or any alternative way to do so?
Please suggest me what I can do.
Managed solution is not recommended for regular development lifecycle projects, as the future schema changes will be challenging. Managed solutions are good for redistributable components like CRM REST Builder, where author want to have full control & customizations are not allowed in those components as that may break future upgrades of that particular managed solution.
Still you can go ahead & create a standalone solution with your custom entities, then add a WF for that entity. Finally you can export as managed solution to import in other environments (usually only Prod). This way you can customize anytime in lower region like Dev/QA, but Prod can have managed solution & if anything goes wrong - deleting managed solution in Prod will wipe out components + data. You can change in Dev again & a fresh exported Managed solution can be imported in Prod.
Managed solution components cannot be directly customized.

CRM update via solution import does not update Quick Find view

We are a Housing Association. We use CRM 2016 SP1. Our Dev and QA environments are single server configuration and staging and production are multiple server config with load balancers. Our custom solutions in QA, staging and production are managed.
We needed to update a "Quick Find Active" view for two of our entities Person and Property with some extra search columns in our staging and production environments.
I added the new columns to those entities' views in Dev environment by going to Settings->Solutions->[custom solution]->Entities->[custom entity]->Views->Quick Find Active [entity]->Add Find Columns. I did the same for both entities.
To deploy the update to other environments as a patch, I exported a standalone solution file that only contained the Person and Property entities with the updated views. I then imported the solution file into the QA environment to test.
Having published the changes in QA after import, I checked the entities' Quick Find Active views in the default solution (Settings->Customization->Customize the system->[custom solution]->Entities->[custom entity]->Views). I noticed that the Property entity was updated with the changes but the Person entity was not. It made no sense.
Having spent some time to search the Internet for an answer to no avail, we decided to try out the patch solution in staging. So we exported the solution file but before publishing the changes we decided to check the update. To our surprise, both entities had been updated. So we did not publish the changes.
Happy with the result and blaming the problem on our QA environment, we decided to go ahead with the deployment to production. We imported the file and check the changes and noticed that this time around the opposite happened to our entities, i.e. The Person entity had been updated but the Property entity had not!
We tried publishing the changes but it made no difference. So at the end we gave up and had to complete the deployment by manually updating the views in production.
I am wondering if anyone else has experienced this oddity. Any help/suggestion is greatly appreciated.
You mention that you are deploying managed solutions, and that your changes are not taking effect. The entities contained in the solution have previously been deployed to the target environments.
If you have previously made any modifications directly to the target environment (which would not seem improbable given that you did so this time), these changes will be in the unmanaged layer, which by default overrides changes in managed solutions:
MSDN says:
Because unmanaged customizations are considered ”above” any managed
solution in terms of conflict resolution, organizations installing an
update to a managed solution may not see their changes applied because
of unmanaged modifications. An option exists to make sure that changes
applied by an update to a managed solution are available.
When you
release an update to a managed solution, the organization installing
the update can select:
To preserve any customizations it has applied on top of your managed solution.
To overwrite any customizations it
has applied on top of your managed solution.
In conclusion: Never make any modifications directly to your target environments if you are using managed solutions. It will cause you issues later.
Thanks to Henrik who replied to my question and put me in the right direction. We managed to resolve this issue. Refer to this page to read the solution.

tfs2013 share project across many projects

I have a few (3) core projects I want to share across many solutions (12+).
So, say I have 12 websites and they use some shared back end core code (in this case I'm not talking about shared js, css or views - I'm talking about business objects, entity stuff, etc.).
I need to be able to identify which site has which version of the shared code in dev, test, prod, etc. so a developer can get the website code and get the right version of the shared code to develop or patch the website.
And then the MS build server needs to know which version of the shared code to get for the deployment.
To solve this, I'm seeing people branch that core code - which seems absurd to do 12+ times. (I do expect to branch the core code sometimes for things like hot fixes and long running projects.)
I'm also seeing people copy DLLs of the core code and check those in.
I would think I would list the dependencies for my solutions based on TFS label names somewhere so developers can easily get the apps running with the right code and given a tfs label the build server can get the code for the website and the proper version of the core code. I'm using TFS & VS 2013 at the moment too, so there's that.
So, is there a way to do this that's straightforward, supportable/scale-able and intuitive? Thanks - Peter
Labels in TFS is very limited. For example once the label created you couldn't change and update it. If one of your core projects updated, did you need to create a new label for it. If you did and use the new label for one of your solution. However you found there are some bugs in this update, you need a newer update of your core project to fix the bug. Then a newer label created, you need to manually maintain the dependencies which seems not to be an easy job.
Moreover how to list the dependencies for your solutions based on TFS label names? TFS don't have this built-in option, seems the only way is store it in a txt or someother files and check in the source control. Every time the developer open a website application need to check it first and get label from server to their workspace and work on it.
Usually the purpose of sharing code between projects is reducing maintenance. There’s two main code sharing paths: source and binary. The difference between them you could take a look at this blog: Code Sharing in Team Foundation Server
Sharing code between products is a primary cause of quality erosion and elevated bug counts. I would recommend you to build separately and sharing binary output through NuGet which use preferable.
Also take a look below similar questions:
Sharing code between solutions in TFS
TFS 2010 Branch Across Team Projects - Best Practices

a custom web part contains telerik mossradeditor controls. but this custom is not showing in sharepoint 2007 add web part page

I have created a custom web-part that contains telerik mossradeditor control. but this webpart is not displaying inside the add web-part page of SharePoint 2007.
this is happening only my prod environment but its working in stage and development environment.
Installed radeditorsharepoint version 5.5.1.0.
Please help me to resolve this..
Examine their online documentation and make sure you are following the appropriate steps: http://www.telerik.com/help/aspnet-ajax/moss-installing-radeditor-in-moss-2007-farm.html.
You need to have it installed on production as well, you may have missed some files.
About your own webparts, not the one Telerik provide - make sure it deploys properly. Check assembly references and make sure they use the correct versions. You may need a bindingRedirect in the site's web.config.

Dynamics CRM 2011: Managed Solutions or deploying changes from DEV to PRD

For Dynamics CRM 2011, Microsoft suggests moving entity customizations from DEV to PRD by packaging the changes as managed (or unmanaged) solutions. Unmanaged is bad because you cannot remove the entities when you need to (deleting the solution only deletes the container, entities contained in the solution remain). In most lab examples during training, you’d customize the system, then export the customized entity as a managed solution, then import it into production. This solution-based approach is clean, makes it easier to control what’s in PRD, bundle related entities together, track dependencies, etc, so I get that.
There are times, however, when you need to dump the org on the DEV server and restore from PRD (to address a data-specific issue or for other reasons). We do that by disabling, then deleting the DEV org, then asking the DBA team to restore the CRM database from production, then we import the org back to the DEV server. But if we implement this “managed solutions”-based change migration process, won’t we lose the ability to change our entities after we dump DEV and recreate it from PRD, where these solutions are sitting in read-only mode? If we enable customizations in these managed solutions, will we be able to add new entities to the solutions or remove entities from inside the solutions without deleting the entire solution? Because I thought managed solutions are treated as a single unit of code, so it’s either delete all or delete none. Interested in learning how others have resolved this issue.
One way we have handled this is using a seperate clean dev machine which we use to manage the configurations as the "configuration master". That machine is not used for any other dev or test work. The dev machines for plugsin, etc. can be rebuilt from prod, but this machine continues to be the master for all solutions. Not an ideal solution, but it does avoid the "feature gap" of being able to convert managed solutions to unmanaged (maybe through some password facility)
I would advise against using solutions in these type of dev-to-testing-to-prod situation.
If you are unsure about this try to remove an entity in your dev environment and publish the change to your production environment.
Solutions are inclusive meaning that CRM doesnt remove fields and entities that where deleted in your solution.
The only way to remove an entity is to uninstall your solution therefore deleting the production data in all entities covered by your solution!
While in theory solutions seem perfect they are only usefull for third party vendors.
The goal of beeing able to rollback by uninstalling your solution is a pipe dream. Consider a data model update that involves data conversion. No magic function will reverse that.
It is a far simpler and reliable to restore your backup.

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