Know the Dataverse, Solution, and Publisher

Why are Solutions a new feature in FetchXML Builder?

Solutions have nothing to do when we’re working with queries, right?
So why is this the best feature I have released this last year, or longer?

I know, the subject seems like a crazy big blog…
…anyway, go on and see why you should know it!

Continue reading “Know the Dataverse, Solution, and Publisher”

No more Export as Unmanaged

Ever since “CRM 2011” Microsoft has been pushing the message that we should have unmanaged solutions only in Development environments. That message is being emphasized even more as we walk into the new Power Platform era.
Ideas have been raised that one day we might not be allowed to import unmanaged solutions to an environment that is not explicitly tagged for Development.

I would suggest completely removing the possibility to export solutions as unmanaged.

Continue reading “No more Export as Unmanaged”

Managed or Unmanaged solutions – a hot case still slightly open

The case is obviously not entirely closed.

My recent article Case closed: Managed or Unmanaged solutions in Microsoft Dynamics 365 / CRM received a lot of attention, and sparked writers, podcasters, tweeters and commenters around the world to give feedback, yell at me, agree with me, or simply continue the discussion both publicly and privately.

Readers of the “Case Closed” article last week.

I have received virtual hugs and probably lost quite a few followers.

I really enjoy following and participating in the discussion, and one comment I got today from Anthony Ellis (read it here) inspired me to write a follow-up article. So here it goes.

Continue reading “Managed or Unmanaged solutions – a hot case still slightly open”

Case closed: Managed or Unmanaged solutions in Microsoft Dynamics 365 / CRM

If you have problems shifting gears in your car, you don’t call Volvo to say “Hey, I don’t like how this gear shifting thing works, so I’m just going to use reverse and drive backwards from now on.”
What you probably do is call them to say “I’m having trouble shifting, you need to fix the problems or show me how to use it properly.


Ever since Microsoft introduced the Solution platform with Dynamics CRM 2011, there has been an ongoing and never ending discussion about whether to deploy managed or unmanaged solutions.

I can’t say I can end the discussions or solve all problems. But I will try to convince you – there is no discussion.

Continue reading “Case closed: Managed or Unmanaged solutions in Microsoft Dynamics 365 / CRM”

Public Preview: Build and Deploy Microsoft Dynamics 365 projects using VSTS

Recently I posted a series of three articles describing our approach to DevOps for Microsoft Dynamics 365, and the technology behind it.
After giving a session on this topic at CRM Saturday in Madrid, Spain, it is now time to announce “public preview” of our tools.

If you want the full story – these are the articles describing the background and technology behind our tools:

Part I – Background and how our DevOps tools evolved before we knew about it
Part II – Automation of the build and deploy process using custom VSTS Build Tasks
Part III – Demo of complete build and release definitions taking you from A to Z

Continue reading “Public Preview: Build and Deploy Microsoft Dynamics 365 projects using VSTS”

Build and Deploy Microsoft Dynamics 365 projects using VSTS – part III

This is the third and last article telling the tale of our own DevOps for Microsoft Dynamics 365, and the technology behind it.

Part I – Background and how our DevOps tools evolved before we knew about it
Part II – Automation of the build and deploy process using custom VSTS Build Tasks
Part III – Demo of complete build and release definitions taking you from A to Z
After the first two articles we have now got a handful custom VSTS Build Tasks to help us take the build and deployment automation all the way. This final article demonstrates how we do that with VSTS builds and releases. Finally raising the questions of why we did all this and where to go from here.

A complete VSTS Build for Microsoft Dynamics 365

image_thumb113Below is a sample of a full build process that not only builds and packs a new CRM solution, but updates the individual assemblies and webresources in DEV environment, exports solutions and data, and then publishes the files exported from DEV together with Shuffle Definitions and Package Definition, which is the resulting build artifact.

Continue reading “Build and Deploy Microsoft Dynamics 365 projects using VSTS – part III”

Build and Deploy Microsoft Dynamics 365 projects using VSTS – part II

This is the second article of three telling the tale of our own DevOps for Microsoft Dynamics 365, and the technology behind it.

Part I – Background and how our DevOps tools evolved before we knew about it
Part II – Automation of the build and deploy process using custom VSTS Build Tasks
Part III – Demo of complete build and release definitions taking you from A to Z In the previous article I described the background of our struggles with moving configuration data and later scripted export and import of solutions and the CRM Deployer tool. This article takes these features to the next level by packing those and some other missing features into custom VSTS Build Tasks.

Automating the Build Process

We now had the tools we needed to automate the central parts of the build/deploy process. But it still involved lots of manual or script based steps. To describe it simply, the following steps were required to produce a full deploy of a Customer Solution (CS) that has a prerequisite in one of our Product Solutions (PS), assuming we wanted the latest available code and customizations for both PS and CS.

  1. Build PS
    1. Define new PS version number
    2. Set version number for assemblies
    3. Compile assemblies
    4. Use Plugin Registration to update PS DEV assemblies
    5. Minify webresources (scripted post build event)
    6. Use Web Resource Utility to update webresources in PS DEV
      (scripted post build event using modified version from SDK, that allows command line execution w/o user interaction)
    7. Run Shuffle scripts that export PS solutions and data from PS DEV
  2. Build CS
    1. Run scripts that import PS to CS DEV
    2. Define new CS version number
    3. Set version number for assemblies
    4. Compile assemblies
    5. Use Plugin Registration to update CS DEV assemblies
    6. Minify webresources
    7. Use Web Resource Utility to update webresources in CS DEV
    8. Run Shuffle scripts that export CS solutions and data from CS DEV
  3. Create package (by running a script)
    1. Collect all required definitions, solutions and data files from PS and CS exports
    2. Execute CRM Deployer with cdpkg file and a flag to create cdzip archive

The missing pieces

Some of the steps above would be possible to encapsulate a bit more with scripting or tailored tools, and some of them possible to perform using Microsoft’s Developer Toolkit, Jason Lattimer’s CRM Developer Extensions or Wael Hamze’s CI FrameWork. But with the legacy of our Shuffle and later the CRM Deployer, that both have well proven technology and still save us literally hundreds of hours every month, we decided to add the few missing pieces in our puzzle ourselves. Continue reading “Build and Deploy Microsoft Dynamics 365 projects using VSTS – part II”

Build and Deploy Microsoft Dynamics 365 projects using VSTS – part I

During my eight years as a Microsoft Dynamics CRM / 365 developer, I have felt a strong pain every time it was time to package and distribute a customer or product implementation.

Over the years our tools have evolved to now support a complete automated process; from source repository via compilation, updating dev environment, exporting solutions and configuration, collecting the artifacts and compose deployment packages to be installed manually or by VSTS release management.

This is the first article of three telling the tale of our own DevOps for Microsoft Dynamics 365, and the technology behind it.

Part I – Background and how our DevOps tools evolved before we knew about it
Part II – Automation of the build and deploy process using custom VSTS Build Tasks
Part III – Demo of complete build and release definitions taking you from A to Z   My hope is that these articles will inspire you to take your delivery process to the next stage by implementing automation through CI and what is usually called DevOps. If you are already there, these articles should provide an alternative solution, which may or may not suit your needs today, but might be worth considering.

It started with the data

Back in the days of CRM 4.0 we started delivering systems that were based more and more on generic configurable functionality. The benefit of having an automated way of delivering and moving configuration data between CRM environments was becoming increasingly obvious. This was long before utilities like the Configuration Migration Tool, so we started to draw the blueprints to develop the functionality we needed. Basically, what we needed was to grab a bunch of data from a source environment to persist it in a file, and later push it into another CRM organization.

Continue reading “Build and Deploy Microsoft Dynamics 365 projects using VSTS – part I”

Solution Segmentation for entity ribbons

The new feature for segmenting solutions in Microsoft Dynamics CRM is absolutely awesome.
It finally allows you to only include the parts you actually want your solution to change.

For us as an ISV this is a huge improvement. We can now deliver solutions that are completely “plug and play” and still leave a minimal footprint on the whole customer system.

RibbonDiffXml segmentation

There is however one thing that is still not possible to separate with enough granularity. To include the ribbon definition of an entity, you need to check the Include entity metadata checkbox. image Unfortunately this also includes the entity display name, plural name, and all other “entity wide” settings such as Notes, Connections, Mail merge etc. The result of this is that if we include the Contact entity just to be able to add a solution specific button to the command bar, we must also include the entity settings.

Problem

When a customer has developed their own solutions, or got solutions from other third parties, we quite often face the situation where they have changed the name of an entity, e.g. Contact is renamed to Person. Now importing our solution to add this button to the contact command bar, will also change the name of the contact entity back to default, or rather to whatever it is called in our solution.

Solution

This could be solved by allowing a separate option for the RibbonDiff part of the entity definition when selecting components for the solution.

Vote!

If you agree with this proposal, you can contribute by voting up this item on Microsoft Connect.

Read more

MVP Jukka Niiranen recently wrote an excellent article describing Solution Segmentation in Microsoft Dynamics CRM.