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Knowledge Creation Laboratory by CRM(xRM)

CRM Tips: Easy Entity Copy (?)

I was told to write seriously twice a month, so I'll start with a serious discussion about CRM.

When you create entities in CRM, you may create entities with similar fields.

The entity copy (?) that I will introduce today is useful in such situations. Please raise the intonation at the end of the sentence a little (lol).

Now let me introduce the steps.

1. Create a new solution.
1. Solution creation
By creating a new solution and including only the source and destination entities, it will be easier to find the target later on.

2. Create the destination entity by setting its name, display name, and primary attribute.
2. Create an entity

3. Add the source and destination entities to the solution created in 1.
3. Add entities to the solution

4. Download the solution and unzip the Zip file you received.
4. Unzip the Zip file
Open "customizations.xml" in the extracted file using Notepad.

5. Copy the field definitions from the source entity to the destination entity.
5. Copy field definition
The <entity> tag contains the <attribute> tag, which is the tag to be copied.
Copy the <attribute> tag in the source entity definition to the destination entity definition.

6. Import the solution.
6. Import

7. The fields have been copied. Now you can easily copy the entity.
7 complete
This is a copy of a field, not a copy of an entity! I can hear you getting angry, but that's okay. That's why I raise the pitch at the end of the sentence (lol).

This little trick will save you time by not having to recreate a ton of fields! ...Maybe.

This time we simply copied fields, but by applying this knowledge you will be able to do all sorts of things, making Dynamics CRM even more convenient to use.

*Please use at your own risk. Don't forget to make a backup...

Person who wrote this article
Hiroaki Sakurada

During my ten-plus years of apprenticeship at a local company, I gained a wide range of experience in programming, networks, infrastructure, servers, maintenance, operations, sales, proposals, etc., and gained a broad, if not very deep, understanding of IT and work experience. Currently, I work hard every day to satisfy customers using a variety of services, primarily Dynamics CRM.
Recently, I've been struggling with the eternal question of which came first, the chicken or the egg.
I'm also slowly getting into mobile game development!

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