XrmToolSuite.ManagedSolutionImpactChecker
1.2026.7.10
dotnet add package XrmToolSuite.ManagedSolutionImpactChecker --version 1.2026.7.10
NuGet\Install-Package XrmToolSuite.ManagedSolutionImpactChecker -Version 1.2026.7.10
<PackageReference Include="XrmToolSuite.ManagedSolutionImpactChecker" Version="1.2026.7.10" />
<PackageVersion Include="XrmToolSuite.ManagedSolutionImpactChecker" Version="1.2026.7.10" />
<PackageReference Include="XrmToolSuite.ManagedSolutionImpactChecker" />
paket add XrmToolSuite.ManagedSolutionImpactChecker --version 1.2026.7.10
#r "nuget: XrmToolSuite.ManagedSolutionImpactChecker, 1.2026.7.10"
#:package XrmToolSuite.ManagedSolutionImpactChecker@1.2026.7.10
#addin nuget:?package=XrmToolSuite.ManagedSolutionImpactChecker&version=1.2026.7.10
#tool nuget:?package=XrmToolSuite.ManagedSolutionImpactChecker&version=1.2026.7.10
🧱 Managed Solution Impact Checker
An XrmToolBox plugin that analyzes how a managed-solution change interacts with existing solution layers before you apply it — active-layer ownership, unmanaged customizations sitting above managed layers, overwrite and deletion (data-loss) risk, and path-aware Upgrade / Update / Patch / Holding semantics — rolled into an impact score, a pre-upgrade checklist, and rollback guidance in a CAB-ready report. Read-only: it never imports, upgrades, patches, or deletes.
Features
| Area | What it checks |
|---|---|
| Layer analysis | Loads managed solutions and captures active-layer ownership per component; flags unmanaged customizations sitting above a managed layer (an admin override an upgrade might reassert) |
| Overwrite impact | On a delete-capable path (Upgrade / Holding) a component with an active unmanaged layer raises a High "component would be overwritten"; Update / Patch do not escalate |
| Deletion / data-loss | Removed tables → Critical (data loss), removed columns → High, other removed components → Medium, each noting the data-loss risk |
| Path-aware semantics | Only Upgrade (or an applied Holding upgrade) deletes components missing from the incoming solution; Update / Patch surface a single informational note instead of deletion findings. Holding is treated as eventually-deleting |
| Dependencies & publisher | Missing dependencies (via RetrieveMissingDependencies) → High; a source/target publisher-prefix mismatch → Medium |
| Managed properties | Components with restrictive managed properties (non-customizable post-import) are listed in a Medium finding |
| Impact score & report | Aggregates layering / deletion / overwrite / dependency / publisher / managed-property findings into a Low/Medium/High band (any Critical forces High), with a pre-upgrade checklist and rollback guidance |
Exports
The analysis exports off the UI thread to four formats for a CAB / change record:
- Excel workbook
- PDF report
- JSON
- HTML (self-contained)
Help & Support
A Help button on the right of the toolbar opens a Help & Support dialog with Documentation,
Report an issue, and a support link, each opened in your browser. The tool implements
IHelpPlugin and IGitHubPlugin, so XrmToolBox's own tool-menu links resolve to the same GitHub
project (kkora/XrmToolSuite).
Build & install
Fastest path — build straight into your local XrmToolBox on the same machine:
dotnet build src\Tools\XrmToolSuite.ManagedSolutionImpactChecker\XrmToolSuite.ManagedSolutionImpactChecker.csproj -c Release -p:DeployToXTB=true
This is not a single-DLL tool: it ships the Excel/PDF export dependency chain (ClosedXML +
PdfSharp/MigraDoc-GDI). The one-step build copies the tool DLL and its dependency DLLs into the
XrmToolBox Plugins root (never a subfolder, or XrmToolBox silently drops the tool). For manual
distribution and troubleshooting, see ./DEPLOYMENT.md and the suite guide
Deployment_Guide_XrmToolBox.md. Restart XrmToolBox and
open Managed Solution Impact Checker.
Usage
- Connect to your environment (System Customizer or higher recommended).
- Click Load solutions and pick the managed solution to analyze.
- Choose the deployment path (Upgrade / Update / Patch / Holding).
- Run the analysis and review the layer-analysis dashboard, impact score, and per-path findings grid.
- Export the checklist + rollback guidance to Excel / PDF / JSON / HTML for your change record.
Notes & limitations
- Read-only by default — the tool never imports, upgrades, patches, or deletes; it only analyzes.
- Every Dataverse call runs off the UI thread via
RunAsync/RetrieveAll; the collector degrades permission/query failures to informational findings and never throws. - The layer-analysis algorithm is UI-free, deterministic, and unit-tested
(
testing/UnitTests/ManagedSolutionImpactCheckerTests.cs). - Overlaps with the Deployment Risk Analyzer on deletion/data-loss and missing-dependency concepts, but goes deeper on solution layering (active-layer ownership, unmanaged-above-managed, and explicit Upgrade/Update/Patch/Holding delete-vs-overwrite semantics).
| Product | Versions Compatible and additional computed target framework versions. |
|---|---|
| .NET Framework | net48 is compatible. net481 was computed. |
-
- XrmToolBox (>= 1.2025.10.74)
NuGet packages
This package is not used by any NuGet packages.
GitHub repositories
This package is not used by any popular GitHub repositories.
| Version | Downloads | Last Updated |
|---|---|---|
| 1.2026.7.10 | 103 | 7/11/2026 |
| 1.2026.7.9 | 99 | 7/11/2026 |
| 1.2026.7.8 | 109 | 7/11/2026 |
| 1.2026.7.7 | 99 | 7/11/2026 |
| 1.2026.7.6 | 101 | 7/10/2026 |
| 1.2026.7.5 | 97 | 7/9/2026 |
| 1.2026.7.3 | 101 | 7/7/2026 |
1.2026.7.10: Package health - deterministic CI builds with SourceLink and embedded symbols (PDB inside the DLL), and the package now links its GitHub source repository. No functional change to any tool.