M365 Show Podcast

Deploying Dynamics 365 Customizations with ALM Pipelines


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Ever spent hours perfecting a Dynamics 365 solution—only to have it break during deployment? You're not alone. Most of us trip over the same hidden traps when moving from dev to prod. But what's actually causing these failures—and how can you package solutions to avoid them? Stay with me, because we're unpacking the advanced methods that separate smooth deployments from disaster.Why Solution Packaging Breaks Even When It Looks RightYou get the green checkmark in dev and think you're finally in the clear. Then, you hit test or prod and everything comes apart. It’s the classic Dynamics 365 story—one that way too many teams keep replaying. Let’s spell out the real issue: throwing every customization into your solution package doesn’t guarantee a safe landing. The “include everything and hope for the best” approach works fine in tiny, one-person projects. The moment multiple people get involved, or your business processes start layering up, things start going off the rails.On paper, Dynamics 365 solutions look straightforward. You group up your plug-ins, flows, entities, all the bits and pieces you’ve built. You check those reassuring green checks, maybe run a basic validation, and then hit export with a sense of accomplishment. But a lot of the real work isn’t visible until you place that solution inside another environment. Test or prod looks and behaves differently than dev, and suddenly functions you took for granted start breaking down. One of the most frustrating cases: spending a day tweaking a plug-in—deploying, re-registering, testing in dev—and then watching it quietly disappear as soon as you import your solution to a higher environment. The same can happen with business rules. If layering isn’t done right, those critical rules can get swallowed up, leaving users in prod with a version of Dynamics that behaves nothing like what you signed off on in dev.A major headache comes from dependencies you can’t always see. You might think that ‘Add Existing’ button pulled in everything you needed, but Dynamics does a pretty lousy job surfacing what lives underneath the surface. Let’s say you build a slick sales process flow that links to a custom entity. If you don’t package up that referenced entity, you’ll watch the flow break down in prod, even though it sailed through dev perfectly. One study found that nearly half—47%, to be exact—of failed Dynamics 365 deployments come down to overlooked dependencies or confusion about solution types. It’s not just developers falling into this trap. Admins and functional consultants working with apps, automations, even simple field changes, hit the same walls.You also see a whole lot of confusion about managed and unmanaged solutions, and that’s a bigger deal than most teams realize. It’s easy to assume you can just “fix it later” if something gets overwritten, but unmanaged imports love to wipe out previous work. A plug-in you registered, a web resource you customized, or a view you spent hours designing can all vanish. Even worse, sometimes you get orphaned components without version tracking, which means you’re left hunting for ghosted rules or flows that have no clear owner.A problem that gets less attention, but causes plenty of trouble, is overwrites. Unmanaged solutions will merge right into whatever’s already there, which can mean your business logic from dev suddenly replaces whatever was in prod—whether you wanted that or not. Managed solutions bring a bit more discipline, but if your team misses the switch and drops unmanaged content into production, you inherit a Frankenstein environment. Suddenly, nobody wants to touch updates, because every change could break something new.Let’s ground this with a real scenario—because we’ve all lived some version of this. Imagine rolling out a CRM customization for a sales team. The business process flow you built uses custom fields and references a contact entity you assume exists everywhere. In test, the flow errors out. After hours buried in logs, you realize the referenced entity never made it onto your packing list. Now the sales team is down, management is unhappy, and you’re left unpicking dependencies by hand. It’s hardly a one-off story.A lot of teams get caught up blaming tools or even individual mistakes, but the pattern repeats across companies—tech, finance, healthcare, the works. And honestly, much of it comes from putting trust in that green check without spending time digging into how components interact. Even seasoned Dynamics pros can forget that environments have their own quirks. Sandbox data, for example, might cover up a missing dependency you’ll only notice in prod when something fails.There are also those late-night moments where, despite all your careful packaging, something important just… isn’t there. Maybe a Power Automate flow that references an old field or an API key from dev. Or, the classic case: importing a solution and wiping out critical business rules because your layer order got scrambled. This hits even harder if managed and unmanaged solutions are mixed. Once a customization is lost, you’re often left rebuilding from scratch or digging through backups.So, what actually separates smooth deployments from recurring fires? It’s the teams who don’t treat solution packaging as a checklist item. Instead, they dig into how every component fits together, what each dependency means, and how changes will ripple as the solution moves. Packaging in Dynamics 365 is closer to city planning than simple file transfer. Missing dependencies, unmanaged chaos, and careless overwrites pile up fast if you just trust the platform to handle everything.Done well, the packaging process is about understanding relationships and moving parts—not just checkboxing “Add Existing” everywhere. That’s what saves you from deployments that collapse after a false sense of security. The next logical step? Mapping out those dependencies before migration, instead of chasing down missing parts after the fact.Dependency Nightmares: Mapping Before You MigrateIf you’ve ever watched a progress bar crawl along during a solution import, only for Dynamics 365 to throw a full page of red errors at you, you know the pain is real. Nine times out of ten, those angry messages are shouting about missing dependencies—fields, tables, flows, or references you forgot about. It can feel personal, but it’s just Dynamics keeping strict tabs on relationships you can’t always see on the surface. People often want to blame a glitch, but almost every failed import traces back to something not included in the package.What trips teams up is how invisible these dependencies are until it’s too late. Let’s say you work on a custom solution with a couple of plug-ins, some cloud flows, and a new entity or two. On the surface, your build looks nice and tidy. But there’s a little-used field somewhere that a Power Automate flow depends on, or maybe a form script quietly refers to another table that’s only in your dev environment. It all “just works” when you’re developing, and no one thinks twice—until you run the import and hit errors for objects you didn’t even remember existed. You end up playing Dependency Whack-a-Mole: fix one, and three more pop up.Complexity multiplies this pain. The bigger and more customized your Dynamics 365 solution gets, the more tangled that web becomes. What started as a clean app for one business process snowballs into dozens of custom connectors, linked flows, calculated fields, and integrations. When a team changes—people leave, or a new admin takes over—the knowledge about what connects to what evaporates fast. People assume that previous work was neatly packaged up, but assumptions are how production goes down on a Friday night.Let’s put faces to this. Picture the developer who spends a day wiring up a custom connector. Everything tests fine in dev, the solution coolly exports, but in the test environment that same connector refuses to work. You dig around, retrace your steps, and finally realize: the connector needs a reference to a table never included in the exported solution. It’s not the connector’s fault, it’s not even the import process—it’s the missing dependency hiding in plain sight. The sad part is, most of us have a similar story.And it’s not just huge solutions with hundreds of entities where this goes wrong. Even a single missed lookup field—maybe something created weeks ago for a one-off pilot—can crash the whole import. These aren’t abstract problems. Unmapped dependencies are the single most common source of solution deployment headaches. Dynamics doesn't forget what’s linked; it just silently expects you to connect all the dots yourself.There’s all this advice floating around about using the Solution Checker and built-in dependency analysis tools. The reality? Most teams skip them. Deadlines loom, and the pressure to deliver trumps the urge to double-check dependencies. Maybe you run it once and skim the output, or you mean to go back and check later. But that five-minute check you ignore now will almost certainly cost you hours chasing errors later. Admins who’ve been burned before know to treat dependency checks as ritual—right up there with good backups and commenting your code.The best analogy is a recipe. You can wing it, but forget a single ingredient and the whole dish turns out wrong. Before you even think about moving a solution, lay out what’s inside. List every component, script, table, and referenced object. If something depends on a field or entity created in another solution or from a previous version, ask whether that dependency is included—or if your migration’s about to break in half. It’s old-fashioned, but diagramming the high points of your configuration catches things automated tools don’t flag, like a legacy script somewhere in the form events.Let’s talk about what this looks like in the wild. There was a finance team juggling multiple environments and a half-dozen custom workflows. Th

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M365 Show PodcastBy Mirko