Month: May 2018

Cloning Entity Metadata

XRM Tool Box has this cool plugin to clone entity metadata. I wanted to create an entity similar to the out of the box contact entity. This should have all the out of the box fields and few additional fields. The design decision to clone the Contact entity rather than using the existing one was:

  1. Contact entity was used for other requirement to store information about individuals.
  2. Cloning the contact entity will have more diverse entity structure
  3. Maintain simplicity, where if I used the Contact entity for storing both type of records, the design would be more complex, leading to maintenance overhead in the future.

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Facts about Dynamics 365 Auto-numbering

Hello readers. In this article, I am going to explain few facts about Dynamics 365 auto-numbering feature. Previously we had to write some SDK code to generate the auto numbering for custom entities. But after version 9.X, this is possible for any entity. I have been commissioned to find solution to replace the custom written auto numbering solution. From the team, this came up and had the opportunity to explore it more. You can find more details about this feature from the following link.

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