Edit or view managed properties

All solution components, except for plug-in assemblies, have a Can be customized managed property Managed properties control which customization tasks can be performed on a solution component. When you create new solution components, you can choose what level of customization you will allow for each. Managed properties are set for a solution component while the solution is unmanaged. The managed properties take effect only after the solution is packaged (exported) as a managed solution and installed in another organization.. Any managed property only becomes effective after you install the solution as managed.

For components that are part of a managed solution A complete solution that has been packaged. A managed solution has partial or full restrictions on customizing solution components. Package and export a solution as a managed solution to control customizing solution components when installed into another organization. While a managed solution may allow customizing one or more components, you cannot add or remove a component. This differs from an unmanaged solution, where you can add or remove components., you cannot edit the Can be customized managed property.

If a component is part of the default solution This refers to all the components of the standard Microsoft Dynamics CRM software, plus any customizations your organization has added to it. The solution can only be customized by a system administrator or system customizer, or someone with equivalent privileges. or an unmanaged solution For those with a required security role, an unmanaged solution has no restrictions on adding, deleting, updating, testing, importing, or exporting solution components. A solution is developed as an unmanaged solution. This differs from a managed solution, where you cannot add or remove components., and it is a custom component, you can edit the Can be customized managed property.

An entity A structure used to manage data. A synonym is "record type". Microsoft Dynamics CRM entities include Account, Case, and Activity. has extra managed properties, and behaves as follows:

• If the entity is part of a managed solution, and Can be customized is set to False, you cannot edit any of the managed properties.
• If the entity is part of a managed solution, and Can be customized is set to True, you can edit the managed properties.
• If the entity is part of the default solution or an unmanaged solution, and it is a business entity A standard Microsoft Dynamics CRM entity that can be customized or added to a solution. When part of a solution, a business entity might be further customizable, depending on the restrictions placed on it when created. , you can edit all managed properties except for Can be customized.
• If the entity is part of the default solution or an unmanaged solution, and it is a custom entity A developer or system customizer can create custom entities in Microsoft Dynamics CRM. This entity is created in the customization area and can be included in a solution. A custom entity might be customizable further, depending on the restrictions placed on it when created., you can edit all managed properties including Can be customized.

Edit or view managed properties

1. In the Navigation Pane, click Settings.
2. Under Customization, click Customizations.
3. In the Customization area, click Customize the System.
4. Under Components, click the component for which you want to edit or view managed properties.
5. On the Actions toolbar, click the Managed Properties button.
6. In the Managed Properties dialog box, you can edit the property or properties displayed based on the behaviors listed above. You can view all properties that are listed.