Recently, I came across a very odd issue in CRM 4.0. This issue popped up because of an improper deploy/refresh in conjunction with the removal of an entity between test and production servers. It was very out of the ordinary, and I had not seen anything like it before.
The Issue at Hand
This issue was that we were unable to publish the Appointment entity. We were able to publish all of the other entities, but trying to publish the Appointment alone would fail. We could import previous versions of the entity, but all of them had the same effect. This is a critical issue because if you are unable to publish an entity, then you can no longer modify that entity.
So this is when I started to dig around. I first noticed that where was a blank lookup field on…
I wanted to write about the topic of whether to repurpose system entities in CRM 2011 or create new custom entities. I know that there have been some blog posts about this before, but I can also reflect on this from personal experience.
There are many different points to consider when repurposing entities:
1. The out of the box functionality of the entity may not be exactly what you need. In these cases it might take a higher effort to modify and customize it then it would to start from scratch with a custom entity.
2. If you repurpose a system entity in CRM 2011 and package it in a solution, there is always the chance that another solution contains this entity. If these two solutions are imported into the same organization, this may cause a conflict.
3. You cannot change the icons for…
Microsoft Dynamics CRM (Or just CRM) has recently upgraded from version 4.0 to version 2011. For an overview of Microsoft Dynamics CRM head here: http://crm.dynamics.com. With this new release there have been many improvements to the system. One of the improvements that I think has great potential is the introduction of Solutions.
What is a Solution?
Solutions are essentially a container that holds the customization components supported by CRM. Solutions can hold many different components including Entities, Web Resources, Plug-ins, Reports, and Processes. A complete view of the Components is shown on the left below.
Solutions can be versioned and they are imported and exported as a whole. This single unit of software makes a re-deployment or upgrading a clients system a lot easier to manage for not only us, but also the client.
What did we have in CRM 4.0?
In CRM 4.0, there…