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How to customize customerRelationship entity RRS feed

  • Question

  • Hello all,

    Now I have a requirement which is to set an specific value for description1 and description 2 attributes in customerRelationship once it is created or modified, (it would be better if it were possible to create a couple of other text attributes for this system entity).

    Furthermore this descriptions or additional attributes need to be displayed in grid List.

    Has anyone done something similar ?

    Thanks

     

     


    Yojan
    Wednesday, November 3, 2010 10:32 PM

Answers

All replies

  • You can't do these thing with the inbuilt customer relationship entity. you cannot create an attribute, you can change the default view, there is no form object available.

    You are better of creating a custom entity to handle this. create your own relationship entity and do what ever you want to do.

     

    I hope it helps


    Amreek singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com
    Wednesday, November 3, 2010 11:29 PM
  • There is no supported way of customizing this entity, i have seen some post to make changes in the database to make system entities customizable, but remember it's totally unsupported and not recommended.

    you can refer http://www.focaya.com/blog/2009/03/how-to-modify-non-customizable-entity-in-ms-dynamics-crm-40/ (I have not tested this script).


    Mahain : http://mahenderpal.wordpress.com
    • Proposed as answer by Amol Gholap [Neudesic] Thursday, November 4, 2010 4:58 AM
    • Marked as answer by Yojan Thursday, November 4, 2010 4:57 PM
    Thursday, November 4, 2010 1:20 AM
    Moderator
  • Nice !!!!


    Yojan
    Thursday, November 4, 2010 4:57 PM
  • Be aware that if you intend to upgrade in-place to CRM 2011, that such customizations may render the upgrade path broken.  In fact, I would like to mention that CRM 2011 has a new "Connections" mechanism which may improve your experience (because it ultimately obsoletes the "Customer Relationships" model).
    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com
    Thursday, November 4, 2010 5:44 PM
    Moderator