Use managed properties

Applies to Dynamics 365 (online), version 9.x

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 Propertiesbutton 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 Propertiesfrom the More Actionsdrop-down list.

By default, all custom solution components are customizable. To change the managed properties for a solution component, click the Managed Propertiesbutton 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.Valueproperty 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
Entity Display name can be modified IsRenameable. Value
Entity Can be related entity in relationship CanBeRelatedEntityInRelationship. Value(Read Only)
Entity Can be primary entity in relationship CanBePrimaryEntityInRelationship. Value(Read Only)
Entity Can be in many-to-many relationship CanBeInManyToMany. Value(Read Only)
Entity New forms can be created CanCreateForms. Value
Entity New charts can be created CanCreateCharts. Value
Entity New views can be created CanCreateViews. Value
Entity Can change any other entity properties not represented by a managed property CanModifyAdditionalSettings. Value
Field (Attribute) Can be customized IsCustomizable. Value
Field (Attribute) Display name can be modified IsRenameable. Value
Field (Attribute) Can change requirement level RequiredLevel. CanBeChanged

Note:

RequiredLevelis the only managed property to use the CanBeChangedproperty.
Field (Attribute) 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.

Note

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 IsComponentCustomizableRequestto 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 IsCustomizableproperty. When a solution component is installed as part of a managed solution, the IsManagedproperty 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 IsCustomizableand IsManagedproperties. A solution component where IsCustomizableis false and IsManagedis false, is customizable.

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

See also

Managed properties
Plan For Solution Development
Maintain Managed Solutions
Package and Distribute Extensions with Dynamics 365 Solutions
IsComponentCustomizableRequest