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Use Managed Properties

[Applies to: Microsoft Dynamics CRM 2011]

You can control which of your managed solution components are customizable by using managed properties. You should allow as much customization as possible for those solution components that represent business entities. This lets organizations customize your solution to their requirements. Limit or eliminate customization of critical solution components that provide the core functionality of your solution so that you can predictably support and maintain it.

Managed properties are intended to protect your solution from modifications that may cause it to break. Managed properties do not provide digital rights management (DRM), or capabilities to license your solution or control who may install it.

Apply Managed Properties

You apply managed properties when the solution is unmanaged. The managed properties will take effect after you package the managed solution and install it in a different organization. After the managed solution is installed, the managed properties cannot be updated except by an update of the solution by the original publisher.

Most solution components have a Managed Properties button when viewing a list of solution components. You can view or update the managed properties for a solution component when you click this button. To access managed properties for solutions that do not display this button, select Managed Properties from the More Actions drop-down list.

By default, all custom solution components are customizable. To change the managed properties for a solution component, click the Managed Properties button in the toolbar for the solution component. Each solution component has a Can be customized (IsCustomizable) property. As long as this property is true, more properties specific to the type of solution component can be specified. If you set the IsCustomizable.Value property to false, after the solution is installed as a managed solution the solution component will not be customizable. The following table lists the managed properties for each solution component.

 

Component Display Name Property

Entity

Can be customized

IsCustomizable.Value

Display name can be modified

IsRenameable.Value

Can be related entity in relationship

CanBeRelatedEntityInRelationship.Value (Read Only)

Can be primary entity in relationship

CanBePrimaryEntityInRelationship.Value (Read Only)

Can be in many-to-many relationship

CanBeInManyToMany.Value (Read Only)

New forms can be created

CanCreateForms.Value

New charts can be created

CanCreateCharts.Value

New views can be created

CanCreateViews.Value

Can change any other entity properties not represented by a managed property

CanModifyAdditionalSettings.Value

Field (Attribute)

Can be customized

IsCustomizable.Value

Display name can be modified

IsRenameable.Value

Can change requirement level

RequiredLevel.CanBeChanged

noteNote
RequiredLevel is the only managed property to use the CanBeChanged property.

Can change any other attribute properties not represented by a managed property

CanModifyAdditionalSettings.Value

Entity Relationship

Can be customized

IsCustomizable.Value

Form

Can be customized

SystemForm.IsCustomizable.Value

Chart

Can be customized

SavedQueryVisualization.IsCustomizable.Value

View

Can be customized

SavedQuery.IsCustomizable.Value

Option Set

Can be customized

IsCustomizable.Value

Web Resource

Can be customized

WebResource.IsCustomizable.Value

Workflow

Can be customized

Workflow.IsCustomizable.Value

Assembly

Can be customized

SdkMessageProcessingStep.IsCustomizable.Value

Assembly Registration

Can be customized

ServiceEndpoint.IsCustomizable.Value

E-mail Template

Can be customized

Template.IsCustomizable.Value

KB Article Template

Can be customized

KbArticleTemplate.IsCustomizable.Value

Contract Template

Can be customized

ContractTemplate.IsCustomizable.Value

Mail Merge Template

Can be customized

MailMergeTemplate.IsCustomizable.Value

Dashboard

Can be customized

SystemForm.IsCustomizable.Value

Security Roles

Can be customized

Role.IsCustomizable.Value

Update Managed Properties

After you release your managed solution, you may decide that you want to change the managed properties. You can only change managed properties to make them less restrictive. For example, after your initial release you can decide to allow customization of an entity.

You update managed properties for your solution by releasing an update to your solution with the changed managed properties. Your managed solution can only be updated by another managed solution associated with the same publisher record as the original managed solution. If your update includes a change in managed properties to make them more restrictive, those managed property changes will be ignored but other changes in the update will be applied.

Because the original publisher is a requirement to update managed properties for a managed solution, any unmanaged solution cannot be associated with a publisher that has been used to install a managed solution.

noteNote
This means you will not be able to develop an update for your solution by using an organization where your managed solution is installed.

Check Managed Properties

Use the IsComponentCustomizableRequest to check whether a solution component is customizable. Alternatively, you can check the solution component properties but you must consider that the ultimate determination of the meaning depends on the values of several properties. Each solution component has an IsCustomizable property. When a solution component is installed as part of a managed solution, the IsManaged property will be true. Managed properties are only enforced for managed solutions. When checking managed properties to determine if an individual solution component is customizable, you must check both the IsCustomizable and IsManaged properties. A solution component where IsCustomizable is false and IsManaged is false, is customizable.

Entity and attribute have more managed properties in addition to IsCustomizable. These managed properties are not updated if IsCustomizable is set to false. This means that in addition to checking the individual managed property, you must also check the IsCustomizable property to see if the managed property is being enforced.

See Also

Microsoft Dynamics CRM 2011
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