Friday, 22 February 2013

CRM 2011–Managed Solution–Transport Gotchas


Today, I would like to share some gotchas of managed solution while transporting the customization changes on another organization:

1. You cannot activate/deactivate the views and transport the same status on production server via overwriting the managed solution.

2. You cannot setup default public view and transport the same status on production server via overwriting the managed solution.

3. Similarly, you cannot setup default dashboard and transport the same status on production server via overwriting the managed solution.

4. To expand or collapse tabs on forms, like you cannot expand Notes & Activities tab although you tick “Expand this tab by default” on entity form.
In a same manner, you cannot collapse the tabs like General, Notes & Activities etc. although you unchecked “Expand this tab by default”.

5. Start Auditing on any of your entities is not being transported on production server.

The above points are in my knowledge. Please feel free to append this list with your experiences as well.

No comments:

Post a comment