MS CRM Testing

Answers to the easy and hard questions to consider as we think about Managed and Unmanaged Solutions (#Msdyncrm)

Answers to the easy and hard questions to consider as we think about Managed and Unmanaged Solutions

1) How do you create a managed or unmanaged solution?

  • Select Settings
  • Select Solutions
  • Select New

New Solution

  • Give your solution a name
  • Add a publisher (see next question for details on publishers)
  • Add a version such as
  • Add existing entities you want to modify or new entities you want to create
  • Save your solution
  • Export as either an unmanaged or managed solution

2) What is a CRM publisher?

A publisher allows you to define a prefix and variables for your solutions. A publisher can be used to organize or classify components added to a solution. To create a publisher

  • Select Settings
  • Select Customizations
  • Select Publishers
  • Select New
  • Publisher
    Give your publisher a name
  • Set your prefix
  • You can also set the starting number for any values in option sets
  • Save your publisher (you can now use it when creating solutions)

3) What benefit does the publisher give the customizer?

  • Every component (attribute, entity, etc. is prefixed with that publisher prefix)

4) What happens when you import an unmanaged solution?

  • The solution is merged with all other unmanaged solutions.

5) Can you export a managed solution?

  • No, you can only export an unmanaged solution which gives you the option to create a managed solution.

6) Who is the primary audience for managed solutions?

  • Independent Software Vendors (ISVs)

7) What are the disadvantages of using managed solutions?

  • The components of a managed solution can not be changed.

Managed vs. Unmanaged Solutions (MS Dynamics CRM v7.x.x)

Let us take a look at Managed and Unmanaged Solutions.

Unmanaged and managed solutions

There are two types of Microsoft Dynamics CRM solutions: managed and unmanaged. Managed solutions  require a clear depth of understanding of managed solutions. They are used by the Independent Software Vendors (ISV's) who sell a set of IP that is not expected to be changed or modified by the customer purchasing these solutions. They are positioned to be updated or upgraded only by the ISV that sells them.

This is an important point for customers (who purchase these solutions and then extend CRM) and for partners (who create solutions for customers that are designed to be given to the customer to maintain).

UNMANAGED solutions are the more historical, potentially more flexible and what I like to call more organic. Organically I can generally fix most issues found in unmanaged solutions whereas managed solutions I must go back to the ISV.

It is also worth mentioning the "System" Solution.

The system solution represents the solution components defined within Microsoft Dynamics CRM. Without any managed solutions or customizations, the system solution defines the default application behavior. Many of the components in the system solution are customizable and can be used in managed solutions or unmanaged customizations.

If you add customizations without using a unmanaged or managed solution you are modifying the system solution. If you create an unmanaged solution (so you can easily move your changes to other environments) you are merging your changes in with the system solution. Every component of an unmanaged solution is prefixed with the prefix you define in the publisher. Every component that you add to the system solution (without leveraging managed and unmanaged solutions) is prefixed with new_

The team doesn't let you add, without some indication that it was added. (smart team)

So some easy and hard questions to consider as we thinking about Managed and Unmanaged Solutions

1) How do you create a managed or unmanaged solution?

2) What is a CRM publisher?

3) What benefit does the publisher give the customizer?

4) What happens when you import an unmanaged solution?

5) Can you export a managed solution?

6) Who is the primary audience for managed solutions?

7) What are the disadvantages for the customer of using managed solutions?



Much, Much More Depth on SharePoint + Microsoft Dynamics CRM 2015 Lovin'

Microsoft Dynamics CRM offers so much choice that it is good to take a deep dive around some of these choices and features. Additionally the features keep on improving and growing with speed unseen in any previous years. Please take information provided to you with a grain of salt and do your own research.

Never make the assumption that the product can't do something for if it can't do it today, it might be available tomorrow. Additionally Services (MCS) is doing incredible on every project (as are many of the partners)

Incredible Happening!

Dana Martens offers a great deep dive presentation on Hybrid mixing of CRMOnline and SharePoint OnPremise and other configurations.  

Calling All CRM Users: Please send feedback on the new DYNAMIC HELP Features!


Calling All CRM Users: Please send feedback on the new DYNAMIC HELP Features!

"This feature was introduced in the Dynamics CRM 2015 for Outlook Client and is referred to as “Dynamic Help”.   Prior to this feature, the Outlook Client included a help link that always directed you to the same troubleshooting page regardless of which error you encountered.  For each error code that occurs during configuration, Dynamic Help can now direct you to a KB article designed to help resolve that specific issue.  This feature was also backported to CRM 2013 Update Rollup 1 for Service Pack 1 and CRM 2011 Update Rollup 18.  The Dynamic Help feature is also included in the new CRM App for Outlook. "

To Read More and To provide Feedback CLICK,

One Person Can Change the World!


Dynamics CRM 7.x.x Certification Exams

Some good news about exams - You now have some Online Proctored Options so for those of us in more rural areas, we don't have to drive a couple of hours to an exam center!! Hurray!

  • MB2-704            Application
  • MB2-704OP               Online Proctored
  • MB2-706            Online Deployment
  • MB2-706OP
  • MB2-707            Customization and Configuration
  • MB2-707OP
  • MB2-708            Installation
  • MB2-708OP

MB2-720    Microsoft Dynamics Marketing

and there are so many more !     

Form Load Performance: Did you know you can ... in the latest versions?

I always learn something new when I follow and read the incredible Microsoft Professional Field Engineering CRM Teams Blog! Today I thought it was worth reposting and linking to their tip number 4 from Convergence that they shared.

So you might be wondering about performance on your forms. Check out this handy little tidbit.

CRM Performance Center     

  • Ctrl+Shift+Q (Chrome & Firefox –> Ctrl+Shift+E)  Performance tool built into CRM 2013+. 
  • Gives you the ability to see load times for each component on the form.  Available on form loads only

And thanks to PowerObjects for blogging about this item worth of consideration.

Access Teams and Security! #MSDYNCRM

A user’s security role needs to match the privileges at the ‘User’ level with the Access Team Template Privileges (R,W,A,A2,D,Assign and Share) associated with the Entity.  If an Access Team has Delete privileges and a user's security roles did not, the user will be blocked from being added to the team.  CRM Security is AWESOME and this shows that security can’t be bypassed just by adding someone to a team.  If that user cannot delete a record, then adding them to an Access Team with that privilege won’t work!

Big thanks to the awesome: Thymio Barbatsis, for continuing to share incredible tidbits with the community 

Are you ready for some CRM v2013 reading?

 Microsoft Dynamics CRM v2013 Implementations Guide

Microsoft Dynamics CRM v2013 Software Developer Kit (SDK)

Microsoft Dynamics CRM v2013 Performance Counters

Microsoft Dynamics CRM v2013 Connectivity and Port Requirements

Microsoft Dynamics CRM v2013 Server

Scalable Security Modeling for Microsoft Dynamics CRM v2013

Using multi-tenancy in Microsoft Dynamics CRM 2013 to address challenges in enterprise business environments


Dynamics CRM Testing: UI Tools

Are you diving into the world of automation testing for extended Microsoft Dynamics CRM projects?


Take a look at Visual Studio 2012!


There is a whole set of UI Automation testing just waiting to be found!

To get you started you can read about testing for continuous development.

You can also read about What's new in Test Manager 2012.

and then there is the Visual Studio Magazine article on Automating UI Testing and

the list goes on ...