Steps for Exporting Unmanaged and Imprting Managed Solutions: CRM 2011

What is the correct procedure for exporting an unmanaged solution in order to import it as a managed solution in CRM 2011? Here is my specific situation:  We have a custom Entity called Market Segment which is basically a Lookup field to allow for setting the market segment for another entity. Currently, this is set up to work with the Opportunity Entity in CRM. A Many-to-1 relationship was created between the Market Segment Entity and the Opportunity Entity, allowing the Market Segment entity to become available as a field on the Opportunity Entity. I wanted to do the same for the Lead Entity, so I went through the process of setting up a Many-to-1 Relationship between the Market Segment and Lead Entities, following the example for the Market Segment and Opportunity entitries.

The Status of the relationship for the Market Segment-Opportunity situation is: Managed. The Status is Unmanaged for the one I set up for the Lead Entity.

I am hesitant to add the Market Segment as a field on the Lead Form until it is "converted" to Managed. To do this, I understand you have to export, the Unmanaged then import as Managed, but I don't know how to do this part.
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Feridun KadirPrincipal ConsultantCommented:
My first question is why do you need a managed solution>?  Are you customizing your own CRM system? If so, then steer clear of managed solutions. They are meant mainly for ISVs who are selling add-ons for CRM.

Having said that the way to get a managed solution is to export it as managed (there is a setting on one of the pages in the Export solution page) and then on destination systems where you import the solution it appears as managed.

Exporting a solution as managed and then bringing it back to the same system where the unmanaged solution exists is not supported and may well cause issues.

Again, I strongly urge you to not use managed solutions unless you have an overwhelming reason to do so.

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MaglinFurnitureAuthor Commented:
Oh, ok. So I can just go ahead and add it to the Lead Form without further ado?

The one set up for the Opportunity was done by an ISV, so that is probably why it is Managed.
Feridun KadirPrincipal ConsultantCommented:

One of the things about Managed Solutions is that it makes it possible for an ISV to restrict further customizations that they make to CRM.

I would see if you can remove the Managed solution that your ISV added and recreate the customization as an unmanaged one but be careful, if you already have lots of data using the relationship then it is probably too late; or you will have to re-enter data.
MaglinFurnitureAuthor Commented:
Ok, thanks
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