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New entity attribute type can't add customer as a type RRS feed

  • Question

  • Creat a new entity and can't add customer as a entity type.

    Such as, we'd like to create a new entity -----"Computer" and attach it to a contact or account, just like the "order" entity.

    When I click add new attribue , the only choices on the drop down list are -----nvarchar, picklist, int, etc. However it doesn't have "customer" as a type to choice.

    Bacasue we'd like to link this entity to a customer, which is similar as "order". Example, one custom can have many "computers", so we can track the computer details and whom it belongs to.

    When I check the attributies inside the "order", it has "cutomer" as "typy" and "customerID" as "name"

    How can I get it or is there work around?

    Thanks!

    Wednesday, September 7, 2011 6:37 PM

Answers

All replies

  • Hi,

    In the field drop down list you need to choose Lookup and then select the customer entity to make a relationship field in Custom entity then can place the field on custom entity form and publish cusotmizations.

     


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

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    • Edited by Jehanzeb.Javeed Wednesday, September 7, 2011 7:05 PM Added Image
    • Proposed as answer by Jehanzeb.Javeed Wednesday, September 7, 2011 7:05 PM
    • Marked as answer by BellTownPC Wednesday, September 7, 2011 9:41 PM
    Wednesday, September 7, 2011 7:02 PM
  • Hi,

    If you are using CRM 4.0 then you need to create new N:1 relationship from the custom Entity with the Account entity. The relaitonship will cretae a lookup field of Account entitu into the custom entity.


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Wednesday, September 7, 2011 9:35 PM
    Wednesday, September 7, 2011 7:52 PM
  • I am at 4.0. When I click "new" from attribute screen, I don't have "lookup" choice. I may be in a wrong place.

    Thanks a lot!

    The "Server" is a new entity which I just created. It is similar as a "computer"

    Wednesday, September 7, 2011 7:52 PM
  • Hi,

    In CRM go to Settings -> Customization -> Customize Entities -> Server Entity -> N:1 Relationship , click on New button in drop down list select Account entity, type acocunt lookup field name, save relaitonship , open Server Entity form, drag the Account look field into the form, Save form and publish cusotmizations.

    *Create new N:1 relationship from the custom Entity with the Account entity. The relaitonship will cretae a lookup field of Account entitu into the custom entity.


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Wednesday, September 7, 2011 8:03 PM
    • Marked as answer by BellTownPC Wednesday, September 7, 2011 9:40 PM
    Wednesday, September 7, 2011 8:03 PM
  • Great, I did create it. More question.

    Now, I have "Server" entity, how can I creat a new "Server"?

    It does show up in "Sale" or 'Service", however, there is no places which I can create a "Server" record.

    Can you contiune help?

    Thanks!

    I will load third screen shot in the next post due to post format limitation

     

    Wednesday, September 7, 2011 9:50 PM
  • One more screen shot

     

    Wednesday, September 7, 2011 9:50 PM
  • Hi,

    You need to add new custom area into your CRM sitemap, you may reffer to the following post for complete example for adding a new Site Map area: http://www.dynamicscare.com/blog/index.php/modifying-the-crm-sitemap/

    You may also use the CRM Demonstraiton Tool for Site Map editing: http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=17873

    http://www.xrmvirtual.com/articles/crm-customization/customizing-crm-site-map


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Wednesday, September 7, 2011 9:55 PM
    • Marked as answer by BellTownPC Friday, September 9, 2011 7:43 PM
    Wednesday, September 7, 2011 9:55 PM
  • It is awosome information for the customization!!!

    When I use Outlook CRM interface, I have a place to create new"Server", which is just like any other system built-in entities. Not sure how to use tools in your last post to create the site page yet. However I am going to work on it.

    Thursday, September 8, 2011 9:42 PM
  • Using CRM demo tool, when use "Site Map Editor" and select "Open from CRM", the error message said:

     

    "Object reference not set to an instant of an object"

    Do I need to setup somthing first?

    Thanks

    Friday, September 9, 2011 7:43 PM
  • Hi,

    Make sure that you are accessing the tool from a user account that have CRM administrator priveleges and also try connect via CRM server http://hostname:port if connecting via http://localhost:port . If the above does not help then try restart IIS Service (in command prompt type iisreset)

    If you get still error then check the event logs on the server to see if you can find a more specific error message. you could also try to run the Diagnostic Tool, which you can download from http://code.msdn.microsoft.com/Project/Download/FileDownload.aspx?ProjectName=crm&DownloadId=9319. It creates very verbose error logs for CRM that might indicate the source of error.


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Friday, September 9, 2011 7:52 PM
  • I finally use the diagnostic tool and found errors in the log file. The similar error show up in multiple places. Basically it said the login failed. Here are one of the error message:

    ------------------------------ 

    Error:                                             System.Data.SqlClient.SqlException: Cannot open database "Domain2_MSCRM" requested by the login. The login failed.

    Login failed for user 'Domain\username'.

    ------------------------------- 

    Where the “Domain” is our domain name, and the “username” is the account name which logon the CRM server to run this diagnostic tool. This account has fully admin right for Windows and SQL Server.

    The user account which logon the CRM demo tool is another account which has admin right in CRM system.

    We do have “Domain_MSCRM” database which I belive is for the MSCRM program. However I don’t know what “Domain2_MSCRM” database is and I can’t find it on the server as well.

    Can you continue help me?

    Thanks a lot!

    Friday, September 9, 2011 9:37 PM
  • I used other way to work around it ----- Export the site map, then open it.

    It works though there are more steps.

    If the direct opening work, that would be even better.

    Thanks a lot for the helps and have a great weekend!

    Friday, September 9, 2011 10:43 PM