Create new entity or object

I would like to create a customized view (object or
entity - not positive on the nomenclauture but I want to
create an oject similar to Opportunities and add custom
fields to it) to capture data for an information produc

In schema manager I can add fields to existing entities
but can't create new ones.

Is it possible to do the above and if so can someone
point me in the right direction. The SDK doesn't seem to
reveal much along these lines....

Thanks -

John
Mon Jan 26 09:45:05 CST 2004

In the current releases of CRM ie version 1.0 and 1.2 you cannot create your
own entities in CRM. Later versions of CRM will hopefully allow us to create
entities which CRM will then use


"Scott W." <anonymous@discussions.microsoft.com> wrote in message
news:3bdb01c3e3a8$e3ab2180$a101280a@phx.gbl...
> I would like to create a customized view (object or
> entity - not positive on the nomenclauture but I want to
> create an oject similar to Opportunities and add custom
> fields to it) to capture data for an information produc
>
> In schema manager I can add fields to existing entities
> but can't create new ones.
>
> Is it possible to do the above and if so can someone
> point me in the right direction. The SDK doesn't seem to
> reveal much along these lines....
>
> Thanks -

jwgildea
Mon Jan 26 11:10:36 CST 2004

You will need solid VB.NET (or C#.NET) and SQL Server Skills to do
this. MS CRM provides a solid framework for integrating custom code,
but it is defintely a complex task not to be taken lightly.

"Scott W." <anonymous@discussions.microsoft.com> wrote in message news:<3bdb01c3e3a8$e3ab2180$a101280a@phx.gbl>...
> I would like to create a customized view (object or
> entity - not positive on the nomenclauture but I want to
> create an oject similar to Opportunities and add custom
> fields to it) to capture data for an information produc
>
> In schema manager I can add fields to existing entities
> but can't create new ones.
>
> Is it possible to do the above and if so can someone
> point me in the right direction. The SDK doesn't seem to
> reveal much along these lines....
>
> Thanks -

GreaterThanTwo
Mon Jan 26 12:35:48 CST 2004

It is possible in CRM 1.0 and 1.2 to integrate custom entities, but the
tools provided don't let you do it, and most of the APIs don't work with
custom entities.

Best bet is to store that data in a separate DB, and integrate your own web
pages to show/edit that data.

Mike


"Scott W." <anonymous@discussions.microsoft.com> wrote in message
news:3bdb01c3e3a8$e3ab2180$a101280a@phx.gbl...
> I would like to create a customized view (object or
> entity - not positive on the nomenclauture but I want to
> create an oject similar to Opportunities and add custom
> fields to it) to capture data for an information produc
>
> In schema manager I can add fields to existing entities
> but can't create new ones.
>
> Is it possible to do the above and if so can someone
> point me in the right direction. The SDK doesn't seem to
> reveal much along these lines....
>
> Thanks -

Scott
Mon Jan 26 15:18:32 CST 2004

Would you suggest staying within the schema and
customizing an entity you don't plan to use? My fear is
that business needs will change down the road, etc...

I need to relate contacts that I plan to store in the CRM
to specific data I collect.


>-----Original Message-----
>It is possible in CRM 1.0 and 1.2 to integrate custom
entities, but the
>tools provided don't let you do it, and most of the APIs
don't work with
>custom entities.
>
>Best bet is to store that data in a separate DB, and
integrate your own web
>pages to show/edit that data.
>
>Mike
>
>
>"Scott W." <anonymous@discussions.microsoft.com> wrote
in message
>news:3bdb01c3e3a8$e3ab2180$a101280a@phx.gbl...
>> I would like to create a customized view (object or
>> entity - not positive on the nomenclauture but I want
to
>> create an oject similar to Opportunities and add custom
>> fields to it) to capture data for an information produc
>>
>> In schema manager I can add fields to existing entities
>> but can't create new ones.
>>
>> Is it possible to do the above and if so can someone
>> point me in the right direction. The SDK doesn't seem
to
>> reveal much along these lines....
>>
>> Thanks -
>
>
>.
>

GreaterThanTwo
Mon Jan 26 16:14:29 CST 2004

Hi Scott, it's a lot of work to add your own entities in and make it work,
so I'd suggest:

1) Put your related data in a separate database, and store the id of the
associated MSCRM object in your DB so that you can match them up.

-or-

2) Use an existing entity as something else. But yes, you run the risk that
you may need this feature in the future. MS may also add the feature you
need, or allow you to add your own entity.

I'd suggest going with the first method (the supported method for
customization).

Mike


"Scott W." <anonymous@discussions.microsoft.com> wrote in message
news:4bba01c3e451$f33ad970$a501280a@phx.gbl...
> Would you suggest staying within the schema and
> customizing an entity you don't plan to use? My fear is
> that business needs will change down the road, etc...
>
> I need to relate contacts that I plan to store in the CRM
> to specific data I collect.
>
>
> >-----Original Message-----
> >It is possible in CRM 1.0 and 1.2 to integrate custom
> entities, but the
> >tools provided don't let you do it, and most of the APIs
> don't work with
> >custom entities.
> >
> >Best bet is to store that data in a separate DB, and
> integrate your own web
> >pages to show/edit that data.
> >
> >Mike
> >
> >
> >"Scott W." <anonymous@discussions.microsoft.com> wrote
> in message
> >news:3bdb01c3e3a8$e3ab2180$a101280a@phx.gbl...
> >> I would like to create a customized view (object or
> >> entity - not positive on the nomenclauture but I want
> to
> >> create an oject similar to Opportunities and add custom
> >> fields to it) to capture data for an information produc
> >>
> >> In schema manager I can add fields to existing entities
> >> but can't create new ones.
> >>
> >> Is it possible to do the above and if so can someone
> >> point me in the right direction. The SDK doesn't seem
> to
> >> reveal much along these lines....
> >>
> >> Thanks -
> >
> >
> >.
> >

how
Thu Feb 12 01:10:40 CST 2004

So, if I have a new object or entity
1. what should I do?
2. Is it create a new database?
3. Then where should I place my application? (at CRM
server or another server)
4. Can I place at the same CRM server?
5. I get error while I tried to place at the CRM server. I
get this error: File or assembly name System.Data, or one
of its dependencies, was not found. Is it due to the
difficult .net framework version problem?

how
>-----Original Message-----
>In the current releases of CRM ie version 1.0 and 1.2 you
cannot create your
>own entities in CRM. Later versions of CRM will hopefully
allow us to create
>entities which CRM will then use
>
>
>"Scott W." <anonymous@discussions.microsoft.com> wrote in
message
>news:3bdb01c3e3a8$e3ab2180$a101280a@phx.gbl...
>> I would like to create a customized view (object or
>> entity - not positive on the nomenclauture but I want to
>> create an oject similar to Opportunities and add custom
>> fields to it) to capture data for an information produc
>>
>> In schema manager I can add fields to existing entities
>> but can't create new ones.
>>
>> Is it possible to do the above and if so can someone
>> point me in the right direction. The SDK doesn't seem
to
>> reveal much along these lines....
>>
>> Thanks -
>
>
>.
>

Jiho
Fri Feb 13 08:20:34 CST 2004

1. create a new database - not necessarilly on a different server - for
yourself and create necessary objects in it.
2. see above.
3. anywhere you want
4. yes
5. CRM 1.0 = .NET 1.0, CRM 1.2 = .NET 1.1

"how" <anonymous@discussions.microsoft.com> wrote in message
news:072f01c3f137$527795d0$3a01280a@phx.gbl...
> So, if I have a new object or entity
> 1. what should I do?
> 2. Is it create a new database?
> 3. Then where should I place my application? (at CRM
> server or another server)
> 4. Can I place at the same CRM server?
> 5. I get error while I tried to place at the CRM server. I
> get this error: File or assembly name System.Data, or one
> of its dependencies, was not found. Is it due to the
> difficult .net framework version problem?
>
> how
> >-----Original Message-----
> >In the current releases of CRM ie version 1.0 and 1.2 you
> cannot create your
> >own entities in CRM. Later versions of CRM will hopefully
> allow us to create
> >entities which CRM will then use
> >
> >
> >"Scott W." <anonymous@discussions.microsoft.com> wrote in
> message
> >news:3bdb01c3e3a8$e3ab2180$a101280a@phx.gbl...
> >> I would like to create a customized view (object or
> >> entity - not positive on the nomenclauture but I want to
> >> create an oject similar to Opportunities and add custom
> >> fields to it) to capture data for an information produc
> >>
> >> In schema manager I can add fields to existing entities
> >> but can't create new ones.
> >>
> >> Is it possible to do the above and if so can someone
> >> point me in the right direction. The SDK doesn't seem
> to
> >> reveal much along these lines....
> >>
> >> Thanks -
> >
> >
> >.
> >