Microsoft CRM 4.0 - Custom entity attribute for multiple reminders

Posted on 2010-04-08
Medium Priority
Last Modified: 2013-11-24
I am looking for suggestions for the best way to implement the following.  I am well versed in .Net but a novice in CRM.  A broad brush strategy/useful links would be fine - I can find my way around instructions.

I want to allow users to add custom "reminder" attributes to an entity.  Each new "reminder" attribute can have 3 reminder levels set (int, int, int) to represent the days before the event.  An example reminder field could be "birthday reminder".  The user would customize the entity, add a new attribute of type "reminder" (obviously not a native type!) and name it "birthday".  On the same (custom) form (plugin?), there will be 3 boxes to enter the level 1,2,3 days prior to event.

Feel free to think outside the box and suggest alternative ways to achieve the desired result.

There will be another question for how to achieve the workflow related to this custom attribute.
Question by:imitchie
  • 2
LVL 30

Accepted Solution

Feridun Kadir earned 1000 total points
ID: 30179570
How about this simple approach:

Using the standard CRM customization tools, add 3 text fields to your entity form (for users to enter the name of the reminder) and then also 3 integer fields.

That way each record can have its own named reminders. Whether this works depends on what you want to do with the information.
I'm guessing that you will want to use workflow on these fields - which is fine.

Perhaps I'm missing the point. I didn't follow why the new attribute needs to be of a new type reminder.

Ah, I've re-read your question and I think you want users to be able to add an arbitrary number of reminders to an entity and each reminder needs three integers. In this case, I would create a new entity called reminder and link that to your main entity with a 1:n relationship. All this is achievable in the customization area of CRM. The downside of this approach is that the reminders would not appear on the main form but instead in the left-hand navigation.
LVL 25

Author Comment

ID: 30653357
Hi feridun,

There are some UI aspects of the desired solution that will not be met by your approach.  I was tending down that line as well, but the entities cannot be shown as a sub-list to the main entity (within the same page - 2x lists).  Also, it would be tricky (for me) to set up a workflow for each custom attribute-entity created for future dated reminders.

We've given up on CRM and will go for custom .Net app.

But thanks for your comment.
LVL 25

Author Closing Comment

ID: 31712572
I cannot grade as A since it is not a solution, but I don't want you to leave empty handed.

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