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1 VotesImporting Notes/Activities to Custom Entity
I just did a test using the Import Tool within CRM and was able to see a custom entity when I selected the 'lookup' icon to the left of the Regarding field.Answered | 3 Replies | 5918 Views | Created by DanK79430 - Tuesday, June 7, 2011 12:59 PM | Last reply by Donna Edwards - Tuesday, June 14, 2011 12:25 PM
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0 Votes
Activities and Notes on an entity
Yasenn - I haven't seen a performance difference between entities with/without activities - if your notes viewer is on the first tab, the page may appear ...Answered | 2 Replies | 6775 Views | Created by yasenn - Tuesday, August 18, 2009 11:16 AM | Last reply by yasenn - Wednesday, August 19, 2009 12:23 PM -
0 Votes
Deleting Activities and Notes relationship from Custom Entity
Has anyone tried the changes ...Answered | 5 Replies | 5754 Views | Created by Nitin Di - Friday, October 8, 2010 1:51 PM | Last reply by Nitin Di - Tuesday, October 12, 2010 1:30 PM -
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Enable notes on custom entity.
just delete the old entity before import to get rid of "The entity relationship role of the referencing entity is required ...Answered | 7 Replies | 7571 Views | Created by AdornedSheep - Sunday, June 13, 2010 9:49 PM | Last reply by Evan Chaki - Thursday, December 9, 2010 8:55 PM -
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Problem Importing Chart on Activity Entity
Then your dashboards which depend on these charts will be able to import without error after you import each of the separate custom Activity charts.Answered | 4 Replies | 3620 Views | Created by jainabhishek - Friday, July 29, 2011 9:15 AM | Last reply by Ken Heiman - Wednesday, August 17, 2011 10:51 PM -
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Custom entity import issue
The reason i are mentioning this is because most people think that when you import a customization (let's say a entity), the customization you ...Answered | 8 Replies | 9896 Views | Created by Advanced 365 - Friday, May 8, 2009 8:57 AM | Last reply by Henrik Jensen - CRMBlog.dk - Saturday, August 22, 2009 12:05 AM -
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How to attach activities and notes after creating a entity
What I did was to export all customizations, and make changes to them, then delete the involved entity and all depending entities from the system, and ...Answered | 6 Replies | 6368 Views | Created by Kuldeep Trivedi - Friday, February 11, 2011 1:07 PM | Last reply by Andrii Butenko - Friday, February 11, 2011 3:35 PM -
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adding notes and activities after the entity has been created
A supported method for consideration is to create a new Entity with a similar name, select notes and activities and then migrate the date from the existing entity ...Answered | 3 Replies | 6648 Views | Created by Robin Welt - Tuesday, November 3, 2009 9:45 PM | Last reply by Donna Edwards - Friday, November 6, 2009 2:54 PM -
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Enable Activity Feed to Custom Entity?
Yes .....we can enable the activity feeds for custom entity also.....Answered | 3 Replies | 4500 Views | Created by David Feynman - Thursday, November 22, 2012 1:08 AM | Last reply by David Feynman - Sunday, November 25, 2012 10:05 AM -
4 Votes
Custom Activity Entity
Are you saying I still create my custom entity MyEntity.Answered | 6 Replies | 5526 Views | Created by hfaun - Thursday, March 25, 2010 5:43 AM | Last reply by hfaun - Monday, March 29, 2010 12:53 AM -
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import into notes field
You can copy and paste the Display Names of the entity by going to Settings, Customization, View all Entities, open Notes and copy and paste the Display Labels of ...Answered | 16 Replies | 9562 Views | Created by Cosminc - Monday, May 4, 2009 4:25 PM | Last reply by Jakob Benediktson - Wednesday, November 3, 2010 6:44 PM -
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Confidential Custom Activity Entity
Here are the Steps 1) Have a new Custom Attribute say "IsConfidential" on to the Custom ...Answered | 2 Replies | 3636 Views | Created by spautzke - Friday, February 3, 2012 7:46 PM | Last reply by D kay - Saturday, February 4, 2012 6:22 PM -
0 Votes
Custom entity import/export issue..
When you import the customizations, do you set the entity to display in any section of crm, such as the settings area?Answered | 2 Replies | 5922 Views | Created by E.M.H - Tuesday, November 11, 2008 1:24 AM | Last reply by Hitachi Joel - Tuesday, November 11, 2008 3:15 AM -
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Relationships to Notes and Activities - by checking these two options an entity will be allowed to be related to Notes and Activities.
Export the data, kill the entity, recreate and reimport.Answered | 2 Replies | 6105 Views | Created by den_mark_98 - Friday, November 19, 2010 8:59 AM | Last reply by Leon Tribe - Saturday, November 20, 2010 8:55 PM -
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View activities of sub-entities in a custom entity
Unfortunatley out of the box only activities from system entities rollup to accounts/contacts.Answered | 1 Replies | 7327 Views | Created by ThunderSon - Wednesday, September 23, 2009 2:46 PM | Last reply by Alex Fagundes - PowerObjects - Saturday, September 26, 2009 3:20 AM -
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Q: How to retrieve notes from a custom entity?
Entity for notes in MS CRM is annotation.Answered | 3 Replies | 10093 Views | Created by bb2j3z - Thursday, May 20, 2010 3:09 PM | Last reply by Shan McArthur (CRM MVP) - Thursday, May 20, 2010 5:19 PM -
0 Votes
Additional Note Entity
If you would like to maintain them chronologically and need to add them as records... you could add a custom entity for notes.Answered | 3 Replies | 2390 Views | Created by KawasakiRider03 - Monday, December 3, 2012 11:44 PM | Last reply by KawasakiRider03 - Tuesday, December 4, 2012 4:45 PM -
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how to get note in general tab in custom entity?
i just changed the tab of note section from notes to general by changing it's property.Answered | 4 Replies | 2611 Views | Created by kartik ghodasara - Wednesday, August 8, 2012 7:42 AM | Last reply by kartik ghodasara - Monday, August 13, 2012 4:37 AM -
0 Votes
"Closed Activity Associated View" & Notes
Hi Miha, You can not customize the "Closed activity associated view" in a supported way.Answered | 6 Replies | 5705 Views | Created by Miha Vitorovič - Tuesday, May 12, 2009 12:55 PM | Last reply by JuergenBeck - Thursday, May 14, 2009 4:08 PM -
1 Votes
Activities & Custom Entities & CRM 2011
Hi Sandy, unfortunately there are no changes to the CRM 4.0 behaviour in CRM 2011 with respect to rolling-up of activities from child records to parent account or contact records.Answered | 3 Replies | 6562 Views | Created by Sandy in Oaks - Monday, March 7, 2011 6:18 PM | Last reply by Neil Benson - Tuesday, March 8, 2011 9:15 AM - Items 1 to 20 of 152846 Next ›
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