Module 15: Manage Solutions

Practice Lab - Solution patching

Scenario

As a functional consultant at Contoso, you’ve been asked to help create an app that tracks customers current problems. In these practices on solutions, you will create a solution to track all your components, export and import into production, and then go through a maintenance cycle using patches to update the deployed solution. In this practice, you will be doing the following:

  • Create a patch

  • Import a patch

  • Create a new version

  • Upgrade a solution

Important Note: This lab will provide you with an actual Office 365 tenant and licenses for the Power Platform applications you will be using in this course. You will only be provided with one tenant for the practice labs in this course. The settings and actions you take within this tenant do not roll-back or reset, whereas the virtual machine you are provided with does reset each time you close the lab session. Please be aware that Office 365 is evolving all the time. The instructions in this document may be different from what you experience in your actual Office 365 tenant. It is also possible to experience a delay of several minutes before the virtual machine has network connectivity to begin the labs.

Exercise 1 - Acquire Tenant Information and Connect

Note: If you have already completed a practice recently, the virtual machine might pick up where you left off and you will not need to login again.  In that case you can skip ahead to exercise two and resume.

Task 1 – Connect to the Power platform administration portal

  1. On Virtual machine MB200-Dynamics_Lab, sign in as Admin with the password Pa55w.rd if you are not already logged in.

  2. Outside the VM in the online lab interface click Files and choose D365 Credentials. This will allocate an Office 365 tenant for you to use in these labs.  It will display the admin email and password for your tenant.  You should copy this information to notepad or similar for your reference.

  3. In MB200-Dynamics_Lab launch Microsoft Edge from the taskbar. By default, the browser opens Office 365. Use the O365 credentials you just acquired in the previous step to login.

  4. Navigate in the browser to the Power platform admin portal at https://admin.Powerplatform.microsoft.com

Exercise 2 – Solution Patching and Versioning

In this exercise, you will clone a patch and a new version of the solution from the Contoso Customer Problems solution.

Task 1 – Create Patch

In this task, you will clone a patch solution from the Contoso Customer Problems solution.

  1. Navigate to https://web.powerapps.com

  2. Make sure you have the Development environment selected.

  3. Select Solutions.

  4. Locate and click to open the Contoso Customer Problems solution you created.

  5. Click on the button.

  6. Click Clone and select Clone a Patch.

  7. The minor version of the solution will be incremented.

  8. Change the Display Name to Contoso Customer Problems Patch and Click Save.

  9. Navigation to Solutions.

  10. Click to open the Contoso Customer Problems Patch solution.

  11. Click Add Existing.

  12. Click Other and select Option Set.

  13. Search for the Customer Challenge Level option set and select it.

  14. Click Add.

  15. Click to open the Customer Challenge Level you added to the patch solution.

  16. Click Add New Item.

  17. Enter Medium and click Save.

  18. Click Publish and wait for the publishing to complete.

  19. Click Export and select As Managed.

  20. Save the solution in your machine.

  21. Click Export again and select As Unmanaged.

Task 2 – Import Patch

In this task, you will import the Patch solution into your Sales environment.

  1. Navigate to https://web.powerapps.com

  2. Make sure you have the Sales environment selected. You should have three environments, the Development, one with the name Org Name (default), and one with the name Org Name (orgname). You must select the Org Name (orgname) environment.

  3. Select Solutions.

  4. Click Import.

  5. Click Browse.

  6. Select the Managed Patch solution you exported and click Open.

  7. Click Next.

  8. Click Import.

  9. Wait for the import to complete.

  10. Click Close. Refresh the page, and you should see both base solution and the patch solution.

Task 3 – Create a New Version

In this task, you will create a new version of the Contoso Customer Problems solution.

  1. Navigate to https://web.powerapps.com

  2. Make sure you have the Development environment selected.

  3. Select Solutions.

    Note: You should have both the base and patch solutions listed here.

  4. Select the Contoso Customer Problems solution you created.

  5. Click on the button.

  6. Click Clone and select Clone Solution.

  7. The version will be incremented. Click Save.

    Note: The patch solution will now get rolled up into the new version of the base solution.

  8. Click to open the Contoso Customer Problems solution.

  9. Click to open the Account entity.

  10. Select the Forms tab.

  11. Click to open the Main form.

  12. Locate the Challenge Last Updated field and select it.

  13. Click Remove.

  14. Click Save.

  15. Click Publish.

  16. Click Save and Close.

  17. Click Done.

  18. Select the Fields tab.

  19. Select the Challenge Last Updated field and click Delete Field.

  20. Click Save Entity.

  21. Click Contoso Customer Problems.

  22. Click Publish All Customizations and wait for the publishing to complete.

  23. Click Export and select As Managed.

  24. Save the solution on your machine.

  25. Click Export again and select As Unmanaged.

  26. Save the solution on your machine.

Task 4 – Upgrade Solution

In this task, you will import the new version of the Contoso Customer Challenge solution as an upgrade.

  1. Navigate to https://web.powerapps.com

  2. Make sure you have the Sales environment selected. You should have three environments, the Development, one with the name Org Name (default), and one with the name Org Name (orgname). You must select the Org Name (orgname) environment.

  3. Select Solutions.

    Note: both the patch and base solutions should be listed.

  4. Click Import.

  5. Click Browse.

  6. Select ContosoCustomerProblems_1_1_0_0_managed.zip and click Open.

  7. Click Next.

  8. Click Next again.

  9. Click Import and wait for the import to complete.

  10. Click Apply Solution Upgrade and wait for the solution upgrade to complete.

  11. Click Close.

  12. Refresh the page.

    Note: The patch and base solution will now get rolled up into the new version of the solution.