When registering a plugin step with the registration tool, there is option for "Secondary Entity". What is a Secondary Entity, and in what scenario would a CRM developer can use this option?
Thanks
Secondary entity is used for SetRelated and RemoveRelated messages, otherwise it should be null.
Secondary entity is child is the related entity of primary entity. Secondary Entity should used only when you want to trigger plugin for an event requiring two entities like the "SetRelated" message.
Please have look here: Link
Related
For my custom service entities build using Service-builder I can use the identity-type in service.xml so that my custom entity's primary key generation is handled by the underlying databases.
Is there a way I can have Liferay's entities to also use database's auto-generation instead of using a custom Counter?
Note: Cross posted on Liferay forums.
Tech Friends,
How to link address entity to new custom entity in MSCRM 2011? I want to do something similar to contact entity which has linked address entity having multiple fields.
The same I want to do for custom entity. Thanks in advance.
The CustomerAddress entity is, frustratingly, locked to further relationships. You will need to create another custom entity to use as Address and link that back to Contact and Account (and hide the built in entity).
I have created a custom entity that once created I do not want it updated or deleted. Is a plugin the best way to ensure that or is there a better way?
Thanks
The best way is you apply security roles to this custom entity. Create a role only with read action and apply to your users or team.
EDIT:
I remember another option, the "Read Optimized Forms". Take a look with a link.
I want to force Outlook CRM users to use the CRM Forms for appointment, contact, Email and Task. This is controlled via the UserSettings.UseCrmFormForAppointment, UserSettings.UseCrmFormForContact, UserSettings.UseCrmFormForEmail, UserSettings.UseCrmFormForTask, attributes. I was planning creating a plugin for the UserSettings entity, but when I use the registration tool, it say's "Invalid Primary Entity".
Is there a way to use register the plugin a different way? How do I force outlook CRM users to use the CRM Forms for activities?
According to the SDK (specifically the spreadsheet at "\sdk\tools\message-entity support for plug-ins.xlsx") the UserSettings entity only supports the RetrieveMultiple message.
Perhaps you could register your plugin on create of a systemuser record instead? Granted this won't prevent the user from changing it but it would at least set the default. There is also the (outside) chance that changes to User Settings cause an update to the systemuser record (I'm only speculating though). In which case, you might be able to trap that event too and enforce a no-change policy.
There seems to be web services to create entity, fields, solution, global option set and many more within CRM 2011 SDK. However I don't see any web services to create a form for an entity. Anyone know any back door or ways to create a forms outside of CRM 2011 using C# or VB?
You'll have to spend some time looking at FormXml to fine-tune the look of your form(s), but you can programmatically manage your entity forms via the SystemForm entity.
FormXml is stored in the SystemForm entity. You can programmatically
retrieve and update the FormXml using this entity.