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
                    
This command is intended to be used within the Package Manager Console in Visual Studio, as it uses the NuGet module's version of Install-Package.
<PackageReference Include="XrmToolSuite.ManagedSolutionImpactChecker" Version="1.2026.7.10" />
                    
For projects that support PackageReference, copy this XML node into the project file to reference the package.
<PackageVersion Include="XrmToolSuite.ManagedSolutionImpactChecker" Version="1.2026.7.10" />
                    
Directory.Packages.props
<PackageReference Include="XrmToolSuite.ManagedSolutionImpactChecker" />
                    
Project file
For projects that support Central Package Management (CPM), copy this XML node into the solution Directory.Packages.props file to version the package.
paket add XrmToolSuite.ManagedSolutionImpactChecker --version 1.2026.7.10
                    
#r "nuget: XrmToolSuite.ManagedSolutionImpactChecker, 1.2026.7.10"
                    
#r directive can be used in F# Interactive and Polyglot Notebooks. Copy this into the interactive tool or source code of the script to reference the package.
#:package XrmToolSuite.ManagedSolutionImpactChecker@1.2026.7.10
                    
#:package directive can be used in C# file-based apps starting in .NET 10 preview 4. Copy this into a .cs file before any lines of code to reference the package.
#addin nuget:?package=XrmToolSuite.ManagedSolutionImpactChecker&version=1.2026.7.10
                    
Install as a Cake Addin
#tool nuget:?package=XrmToolSuite.ManagedSolutionImpactChecker&version=1.2026.7.10
                    
Install as a Cake Tool

🧱 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

  1. Connect to your environment (System Customizer or higher recommended).
  2. Click Load solutions and pick the managed solution to analyze.
  3. Choose the deployment path (Upgrade / Update / Patch / Holding).
  4. Run the analysis and review the layer-analysis dashboard, impact score, and per-path findings grid.
  5. 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 Compatible and additional computed target framework versions.
.NET Framework net48 is compatible.  net481 was computed. 
Compatible target framework(s)
Included target framework(s) (in package)
Learn more about Target Frameworks and .NET Standard.

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.