Team Entity - Customization - Description for Each Member RRS feed

  • Question

  • Hello,

    i'm working in a Project-Based Organization, i've created a custom entity in CRM for projects with proper attributes and etc...

    as PBOs work, a Team is created to handle each project in the company... so i was thinking maybe i can use CRM's Team entity to do that... create a New Team and Assign each project to one team by a relationship... so far it's fair and easy! :D

    but the problem is, for each member of a team, i want to have a field for that member's Role in the team

    for example i have a Team Called "Project A" and we have "Bob" , "John" and "Sara" on the team

    but Bob is the Chief Project Manager, John will be the Project Design Leader and Sara will be the Project Control Manager.

    first of all, as I Found out i can't customize the Team's attributes (can i ?) ... but i can create a Custom Team Entity similar to the built-in one and do the customization... but HOW ?!

    i mean i can add an N:N Relationship between this custom Team Entity and CRM users but how can i define a seperate TeamRole attribute for each relation ?




    Sunday, December 19, 2010 1:08 PM


  • I have another idea for you Instead of creating custom team entity you can create a Project Role entity with one picklist attribute PRoject Role. After that you can create two 1:n relation ship for Project and user entity with Project Role entity. now in project you will be able to access project role entity from left associated view. while a new team member will be added to project you can create a new Project Role record and can set it's role,name( from user lookup) and project.

    Hope it will help you !!

    Mahain : My Dynamics CRM Blog
    Sunday, December 19, 2010 7:10 PM