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In Microsoft Dynamics CRM 4.0, is there any way to easily copy an entity?

Posted on 2009-04-08
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Last Modified: 2012-05-06
In Microsoft Dynamics CRM 4.0, is there any way to easily copy an entity?  I have a quite complex entity with many attributes and links to other "lookup" type entities.  I need to make multiple copies of this main entitiy where the copies have many of the same attributes, with a few additions, deletions here and there, variances in form layout, etc.

I spent two days manually making a single copy of my main entity.  There's got to be an easier way!

Thanks
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Question by:Larry Trimble
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LVL 11

Expert Comment

by:rakeshAgarwal
ID: 24097676
hi
There are many way to accomplish this

1.  Write all values in excel sheet and use data migration manager . You can learn data migration manager very easily

If you know SDK
1. Place a button on  the entity called copy and on clicking that  call you sdk code which will copy all the attribute  in to entity

Javacsript

http://mscrm4ever.blogspot.com/2008/06/cloning-entity-using-javascript.html

You can also contact us ra@mtccrm.com

regards
Rakesh Agarwal
www.mtccrm.com - www.dynamicsexchange.com 
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Author Comment

by:Larry Trimble
ID: 24100853
Thanks Rakesh, but I think my original question may have been unclear.  Maybe this will simplify...

On the Settings/Customization/Customize Entities screen I have created an entity... "Entity A".  "Entity A" has about 350 attributes, 80+ of these are lookups of other entities.

What I need to know:  Can I make a COPY of "Entity A" from the Customize Entities screen.

I understand that I can copy an INSTANCE of Entity A..which is what I think your answer was referring to.

Thanks
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Accepted Solution

by:
rakeshAgarwal earned 1500 total points
ID: 24107153
No  

But you can try it out by exporting xml and changing new_testentity1 to new_testentity2 and then change the relationship names also.

Note: I have never tried this. This is an idea.

You can also refer Metdata sdk for this .


Regards
Rakesh Agarwal
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LVL 11

Expert Comment

by:rakeshAgarwal
ID: 24107173
Meta data SDK is easier way to do this but you need to write code.

Regards
Rakesh Agarwal
www.dynamicsexchange.com  - www.mtccrm.com
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Author Closing Comment

by:Larry Trimble
ID: 31568020
Thanks for the help...doing this the long way...no time to learn...just time to bash things in.  /:(
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