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Resource to learn CRM 2011 database RRS feed

  • Question

  • I'verecently been assigned the task of supporting our CRM 2011 application and have found that the database that is used for this application has a lot of twists
    and turns. <o:p></o:p>

    Does anyoneknow of some good written resources that help with learning the tables inside of the CRM database?When I read articles that refer to deleting records from
    specific tables, I'd like to have a better handle over what exactly the ramifications are for making those deletions.<o:p></o:p>

    Any good resources available are greatly needed.<o:p></o:p>



    RB

    Wednesday, August 22, 2012 2:51 PM

Answers

  • You might want to then start digging through TechNet and through the customization screen of the different entities in order to start piecing this together for yourself. I don't believe you are going to find any one document that ties everything together. I would also look at the views that are in place as they will give you a good idea of where all the data comes from. 

    Create Reports for Microsoft Dynamics CRM Using SQL Server Reporting Services

    I agree with your statement about knowing how the underlying data is stored and accessed - I just don't believe there is an abundance of documentation on subject. 


    Jason Lattimer

    • Marked as answer by RB_2012 Wednesday, August 22, 2012 6:07 PM
    Wednesday, August 22, 2012 4:36 PM
    Moderator

All replies

  • Below is a link the ERD diagrams for the tables - however the reality of the matter is you should not be making updates and deletes using direct SQL statements. This is not supported by Microsoft. This isn't saying a person doesn't have the capacity to make the changes, it is more toward keeping the integrity of the database intact as data is often spread over multiple tables. If possible you should be using features within the application itself to make changes (Advanced Find, Bulk Edit/Delete) or use the SDK to create an application to make you updates. 

    Microsoft Dynamics CRM 2011 Entity Relationship Diagrams

    Microsoft Dynamics CRM 2011 Development Resources

    Microsoft Dynamics CRM 2011 Software Development Kit (SDK)


    Jason Lattimer

    Wednesday, August 22, 2012 3:47 PM
    Moderator
  • Hi Jason,

    Thanks for the information that you've provided; and I agree that I would rather use the application for any/all changes needed.  However, I also would like to understand the database tables.  I've already downloaded the ERDs and they do not even begin to touch on the multitude of tables in CRM.  Columns values in the tables produce a different result to the records within the application and that is what I seek to understand. 

    For example, in the ActivityPointerBase table, if the Status Code field = 2,3, or 4 that means a FAX activity should be marked as "Closed".  How do I know what any other value in the column means?

    These are the types of questions I am interesting in resolving by learning what the database tables/columns are and what data is stored.  I hope that clarifies my question more.

    In my experience, even if I do not plan to make any inserts or deletes directly to the database, it is a good idea "for me" to know where inserts and deletes are taking place from within the application; as well as where bottlenecks may occur when the application is not doing what it should.


    RB

    Wednesday, August 22, 2012 4:08 PM
  • You might want to then start digging through TechNet and through the customization screen of the different entities in order to start piecing this together for yourself. I don't believe you are going to find any one document that ties everything together. I would also look at the views that are in place as they will give you a good idea of where all the data comes from. 

    Create Reports for Microsoft Dynamics CRM Using SQL Server Reporting Services

    I agree with your statement about knowing how the underlying data is stored and accessed - I just don't believe there is an abundance of documentation on subject. 


    Jason Lattimer

    • Marked as answer by RB_2012 Wednesday, August 22, 2012 6:07 PM
    Wednesday, August 22, 2012 4:36 PM
    Moderator
  • I appreciate your candor.  I will work with the views and do more searches in TechNet.

    Thanks again,


    RB

    Wednesday, August 22, 2012 6:50 PM
  • > For example, in the ActivityPointerBase table, if the Status Code field = 2,3, or 4 that means a FAX activity should be marked as

    > "Closed".  How do I know what any other value in the column means

    I strongly recommend not using the Tables as means for your reports. You bypass the whole security concept. Instead use the Filtered Views - in your case it would be the FilteredActivityPointer. Here you get not only the status value, but also the explaination.

    If you for some reason still need to use the tables, go to the filtered view, rightclick ->script view as->Create->new query window

    Here you can see exactly where all the values are from.

    Thursday, August 23, 2012 9:26 AM