Solution management

Managed environment

The recommended way to work on new projects is with managed environment and it is Microsoft's best practice. Managed solution allows us to work with CRM pipelines. The main advantages of working with managed solutions:

• Microsoft best practice.
• Nuget as plugins
• Quick rollback
• Faster deployment and installation of solutions does not require downtime (no publish)
• Layering
• Automated pipelines
• Prevent deletion by mistake

Solutions management on dev

On dev environment the best practice is to work with a large Solution that contains the customizations and work with versioning. Separated solution will be create for Plugins, steps, packages and service endpoints. Another separated solution for virtual tables. When we don't need to delete components from the target environment an update will be performed, otherwise an upgrade (Manually or via pipeline). During the work on Dev environment, a new solution will be created for the daily work and a short time before moving to a higher environment we will add the components to the main solution. That way we can understand the changes made this version.

Version doc

Each version must have its own version document.

• The version will start with common reminders like (remove profiler before exporting).
• The next section will contain all the solutions and components (jobs, web service, ssis etc.) to move (preferably by ci/cd).
• Thereafter it should point out all the configuration and initial data to transfer.
• Finally we have to note all the processes need to operate (migrations for instance).