New Entity Primary Attribute

Hi

When you create a new entity by default it uses the new_name as the entity
primary attribute. What we would like to be able to do is to use a different
field to show when the new entity form is opened. For example if you open the
opportunity form it shows the Topic field in the top left hand corner.
However if you remove the new_name field from the new entity form when you
open that form it shows New Entity: Unknown.

Any ideas?

Thanks

imumar
Tue May 08 03:56:00 CDT 2007

Hi Brad,
When you define new entity, at that momement you define the primary
attribute. So that is the point where you can tell CRM which attribute of
entity is primary. You can change the name and datatype at that point but you
will not be able to change it once entity is created.

You may contact me directly at my email address if you need any help on MS
CRM.
--
PLEASE do click on Yes or No button if this post was helpful or not for our
feedback.

uMar Khan
Email for direct contact: imumar at gmail dot com


"Brad" wrote:

> Hi
>
> When you create a new entity by default it uses the new_name as the entity
> primary attribute. What we would like to be able to do is to use a different
> field to show when the new entity form is opened. For example if you open the
> opportunity form it shows the Topic field in the top left hand corner.
> However if you remove the new_name field from the new entity form when you
> open that form it shows New Entity: Unknown.
>
> Any ideas?
>
> Thanks

imumar
Tue May 08 05:00:13 CDT 2007

Just to correct myself, you can change the schema name of the primary
attribute but cannt change the type of attribute. Only type allowed for
primary attribute is nvarchar.
--
PLEASE do click on Yes or No button if this post was helpful or not for our
feedback.

uMar Khan
Email for direct contact: imumar at gmail dot com


"uMar Khan" wrote:

> Hi Brad,
> When you define new entity, at that momement you define the primary
> attribute. So that is the point where you can tell CRM which attribute of
> entity is primary. You can change the name and datatype at that point but you
> will not be able to change it once entity is created.
>
> You may contact me directly at my email address if you need any help on MS
> CRM.
> --
> PLEASE do click on Yes or No button if this post was helpful or not for our
> feedback.
>
> uMar Khan
> Email for direct contact: imumar at gmail dot com
>
>
> "Brad" wrote:
>
> > Hi
> >
> > When you create a new entity by default it uses the new_name as the entity
> > primary attribute. What we would like to be able to do is to use a different
> > field to show when the new entity form is opened. For example if you open the
> > opportunity form it shows the Topic field in the top left hand corner.
> > However if you remove the new_name field from the new entity form when you
> > open that form it shows New Entity: Unknown.
> >
> > Any ideas?
> >
> > Thanks

Leo
Tue May 08 07:16:17 CDT 2007

We have to get used having at least the name attribute for each custom
entity. There's no way avoiding it.

Leo Lopes @ L3