Microsoft CRM 4.0 - Custom entity attribute for multiple reminders
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.
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.
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ASKER
I cannot grade as A since it is not a solution, but I don't want you to leave empty handed.
ASKER
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.