locked
use Manage Members to add accounts to my custom entity instead of the "add existing accounts RRS feed

  • Question

  • Is there a way to create a custom entity, that allows me to add a list of account members to this entity,

    however i would like to be able to use Manage Members to add accounts to my custom entity instead of the "add existing accounts" link. 

    regards

    Eliud

    Thursday, February 23, 2012 1:46 AM

Answers

  • Nothing straight forward.  There are 2 ways to do that

    1. custom code
    2. Data import

    Create a advance find query to select the accounts then export them into excel.

    Add a another column to your excel file which will the reference field of the custom entity. fill that column with the custom entiy record.

    Import the record back into accounts.

    I hope this helps.


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    Thursday, February 23, 2012 6:21 AM