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Automatic custom entity creation? RRS feed

  • Question

  • We are looking at CRM to manage custom entities, but the exact schemas of these entities in not well known to begin with. New types of entities could come up on the fly with some more additional fields etc. Does CRM provide any out of the box way to deal with such entities? (e.g. some way to import in a excel based schema that auto creates a custom entity and maps in all the excel fields appropriate)
    Another thought is to use the CRM MetaDataService API in the SDK to create custom entities, but that would be much more work.
    Any thoughts?

    Thanks,
    Vivek

    Monday, December 21, 2009 10:13 PM

Answers

  • Hi Vivek,

    Using the metadata web service, you can reproduce any manual customization action through code...

    So you can write your own program that will read an Excel file and create the appropriate entity.

    I already wrote this kind of program just for custom attributes and it works perfectly

    My blog : http://mscrmtools.blogspot.com You will find: Form Javascript Manager (export/import javascript from forms) ISV.Config Manager (graphical ISV.config edition - export/import) View Layout replicator (customize one view and replicate to others) And others (use tool tag on my blog)
    • Marked as answer by Vivek Garud Tuesday, December 22, 2009 9:33 PM
    Tuesday, December 22, 2009 8:47 AM
    Moderator

All replies

  • There is no feature to extend CRM's schema automatically based on data to be imported -
    The ease of adding new entities / attributes is one of CRM's strength's however, and you'll find that extending the schema and mapping the data to the new entities attributes will allow you to use CRM as a very flexible application.
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Monday, December 21, 2009 11:26 PM
    Moderator
  • Hi Vivek,

    Using the metadata web service, you can reproduce any manual customization action through code...

    So you can write your own program that will read an Excel file and create the appropriate entity.

    I already wrote this kind of program just for custom attributes and it works perfectly

    My blog : http://mscrmtools.blogspot.com You will find: Form Javascript Manager (export/import javascript from forms) ISV.Config Manager (graphical ISV.config edition - export/import) View Layout replicator (customize one view and replicate to others) And others (use tool tag on my blog)
    • Marked as answer by Vivek Garud Tuesday, December 22, 2009 9:33 PM
    Tuesday, December 22, 2009 8:47 AM
    Moderator