In the crm portal, I am creating a Solution. I need a entity like orders with extra fields. Can I create a new entity that derives off orders ?
When you create new Entity in CRM, it will not inherit already available fields from another entity.
What you could do is, use plugin (no code) solution from Xrm Toolbox which will help you created field and relationship as fast as can.
Plugin is Bulk Create Attributes in Dynamics CRM using Excel
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I've created quick create form of a custom entity ABC. In entity properties, I also enabled Allow Quick Create Form. Lastly, lookup of parent entity is also placed on the form and marked as business required.
In normal interface, I can confirm that the quick create form is populating without in problem. But unfortunately quick create form is not populating in unified interface.
Any idea why the quick create form is not populating in unified interface?
You have to add the Quick create form in the UCI app assets.
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I have created an entity in Microsoft Dynamics CRM using "Settings => Customization => Customize the System" options which is available in the Dynamics CRM dashboard.
However I'm stuck out in finding a way to insert data to the entity which I've created.
I don't want to insert data through C# or SSIS (or) Bulk upload methods, and I'm just looking for a wizard/form to add/insert the data.
Can someone help?
An alternative to adding your entity to a section is you can use advanced find. You can find advanced find by selecting the Filter (Funnel) Symbol at the top right of your CRM screen.
Advanced find should open, change look for to your entity and click results.
You can then click the new button from the results screen.
Dynamics CRM has built-in import wizard which you can access via Settings > Data Management > Imports > Import Data.
And it's also available from most entity views:
And here's a link containing more info on how to use it.
When you created your entity there were a section about where this entity should be displayed (Sales, Service, Marketing, Settings etc.). You should have checked one of this checkboxes.
After creating entity you should click Publish all Customizations button (which is displayed on the upper menu of the solution where you've added your entity).
Now your entity will be available through the upper menu in whichever section you've chosen (for example in Sales section). You create a record of your custom entity exactly like the other entities (Accounts, Contacts, whatever), there is no difference.
I need to specify the activities entities on dynamics crm (2015). Specifically, what i need is to limit the option set on Case activity. In this form, i want to let the user add just "Service Activity".
I searched ways to change the data for Case entity (which i understand as the best solution), customize the form (i did not find any form that could be related) and even mark the others entities as non-activity entity (however, the dynamics crm doesn't let me, due to the fact that this check box is disabled on entity customization).
Is there an way to solve this issue ? (The specific view is in the image attached 1).
Thanks
This is not possible. You can however customize the ribbon of the associated view. Hide the Add New Activity button and create a custom button, e.g. titled Add New Service Activity.
Is there any way to change activity list in Quick Campaign wizard in CRM 2011? I want to add one more activity here.
Great question but unfortunately this is not possible with custom activities. You are constrained by the default options that you can see in your screenshot.
Possible workarounds:
Do what we used to in CRM 4.0 and repurpose one of the native activities (e.g. rename "Fax" entity) and use that
Add a hidden custom attribute to native activity and then use a plugin to "convert" each record with the attribute set into an instance of your own custom activity. This still won't surface your custom activity within your quick campaign but it will at least assist the "bulk creation" side of things.
For a requirement i was asked to export information into a custom entity that was created in MS CRM 4.0. I am trying to do this programmatically and I have not found a single code that actually accomplishes this. I wrote code to check if a certain value for a field exists in the entity but creating a new entity seems to be a little bit of puzzle for me. Any help on this would be appreciated.
To create a custom entity from code, you need to use the MetadataService web service. The 'CreateEntity' method is used to create custom entities.
The CRM SDK for v4.0 shows you how:
CreateEntity Message (MetadataService)
This is my experience when I had a similar requirement in MS CRM 3.0. I started using the CRM sdk to import data but found it was not easy.
Then I ended up using Scribe adapter for CRM. It is not free but will easily solve your problem for importing to custom entities. Will post some links on that. need to go through some old bookmarks.
Not sure if this feature exist out of the box for CRM 4.0.
One product i have been using is DataSync from Simego (It has a plugin that supports MS CRM 4.0) http://www.simego.net/products/Data-Synchronisation-Studio
Thanks for the link. I was familiar with the Scribe Adapater. Catch is client wanted this import wizard inside MS CRM 4.0. In anycase i found the answer to my solution here. Thanks for you reply :).
Whats wrong with using the import from CSV function within MSCRM 4.0? It caters for custom entities (3.0 didn't) and allows good mapping functions and saving of the mappings?