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Dynamics CRM 4 Entity Customization

I am trying to customize the "Contracts" entity in our CRM 4 instance. The built-in "Contracts" entity is not displaying anywhere in the system, and I cannot edit the "Areas that display this entity" section as it is grayed out.

Any suggestions?

Feridun Kadir

Perhaps the sitemap for the organization been changed to exclude contracts?

rdracer58

ASKER

Perhaps. How would I check that?

Feridun Kadir

In the main application do you still have Workplace, Sales, Marketing, Service and Resource Center buttons?

rdracer58

ASKER

We have everything but Service. How would I update the site map?

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Feridun Kadir

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rdracer58

ASKER

Alrighty - I was able to edit the Site Map to get the Contracts entity to display in the correct spot, but now we are unable to select it. If I select the entity, it does not display anything, but just the list or screen from the previously selected entity.

Thoughts on how to correct this?

Feridun Kadir

Could you post the line or changes that you added to sitemap to make contracts appear?

rdracer58

ASKER

Sure thing. It is line 130 in the attached customizations file.
customizations.xml

Feridun Kadir

At first glance the line looks fine.

Are you logged in to CRM as a user with the System Administrator role? If not, the reason that contacts is not showing may be that the user's role does not have permission to read contracts.

The other thing to do is make sure you close the CRM web window and open it again to get IE to refresh.

rdracer58

ASKER

My account is a system admin account and I had tried closing out and reopening IE to no avail. I ended up doing a fresh install of CRM and copying the "Service" area settings over to the Customizations file of our current install.

Feridun Kadir

Glad to hear that you got there in the end.