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Dynamics CRM 4 Entity Customization

Posted on 2010-09-14
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Last Modified: 2013-11-24
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?
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Question by:rdracer58
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11 Comments
 
LVL 29

Expert Comment

by:Feridun Kadir
ID: 33676154
Perhaps the sitemap for the organization been changed to exclude contracts?
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Author Comment

by:rdracer58
ID: 33676158
Perhaps. How would I check that?
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Expert Comment

by:Feridun Kadir
ID: 33676172
In the main application do you still have Workplace, Sales, Marketing, Service and Resource Center buttons?
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Author Comment

by:rdracer58
ID: 33676182
We have everything but Service. How would I update the site map?
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Accepted Solution

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Feridun Kadir earned 500 total points
ID: 33676215
OK. THis means that Sitemap has been customized. To edit the sitemap, goto the Customizations area and then select export customizations and then choose sitemap.xml.
You then need to edit this file to include contracts and then import it back.

The CRM SDK has a full description of the format of sitemap.xml though you may be able to work it out from the other entries.

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Author Comment

by:rdracer58
ID: 33676541
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?
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LVL 29

Expert Comment

by:Feridun Kadir
ID: 33677634
Could you post the line or changes that you added to sitemap to make contracts appear?
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Author Comment

by:rdracer58
ID: 33682344
Sure thing. It is line 130 in the attached customizations file.
customizations.xml
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LVL 29

Expert Comment

by:Feridun Kadir
ID: 33685435
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.
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Author Comment

by:rdracer58
ID: 33685550
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.
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LVL 29

Expert Comment

by:Feridun Kadir
ID: 33685561
Glad to hear that you got there in the end.
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