Create Entity and bulk Attribute with Data Import in MS CRM

In MS CRM when wants to create entity with more attributes, easy option is data Import tool.

In CRM you can create entity and attributes with Data Import tool.

To create entity with Data Import tool

1. Create Excel file with all required attributes in it.

Keep First Column as Attribute Name and enter values with respective data type. 

If there are any pick list columns and want to create all values also, and then need to add those many row in excel—each row one pick list value.

2.  Save this Excel file as CSV file.

3. Now Open CRM Data Import wizard and upload csv file created.

4. Click Next, if CSV file with comma (,) as Field delimiter and Quotation mark (“) as Data delimiter, then no need to change delimiter settings, Otherwise settings change as per CSV.

In Delimiter settings check First row contains Columns Headings option.

        

5. In Next screen select Default (Automatic Mapping) and click next

6. Here to create new entity need to select “Create New” Option in Action, Enter Record Type Name, plural Name and Primary Field

 Once all information entered new Entity Name will be shown in Microsoft Dynamics CRM record Type.

      7. Click next, now you need to Create a map attributes.

 8. For Each Source Field, select Action – Create New Field option

       

     9. Enter Attribute name, if it is different from CSV file, and select Appropriate Data type.

Text: 

Option Set:

Look up:

Two options:

10.  Once data type and attribute entered this field is shown as mapped.

11. Repeat same process for all other attributes.

12. Once all attributes are mapped, Click Next and start importing.

13. CRM will create New Entity and Attributes and then starts importing data.

When mapping any lookup values, you have to map with unique column in parent entity, otherwise that record will not be imported and error will be thrown. 

Once Data Imported.. you will have Entity with attributes and Data also.. 

Access Quick View Form values in JavaScript

Generally if want to access any control or attribute in CRM form script you will use control or attribute name.. For Quick form it is little bit complicated.

If I have Quick form for custom entity new_manufacture, and I added this quick form in new_car entity form.

To access new_manufacturer quick form in car entity form I need to use Quick form name, entity name and attribute name to get value.

To access in JavaScript Quick view, control name should be like
QuickFormname_QuickFormname_EntityName_AttributeName

My Quick Form name is : manufactureQuickView
Entity Name : new_manufacture
Attribute: new_Country

if (Xrm.Page.getControl('manufactureQuickView_manufactureQuickView_new_manufacture_new_Country') != null)

{

            var manfCountyctrl = Xrm.Page.getControl('manufactureQuickView_manufactureQuickView_new_manufacture_new_Country');

            var country = manfCountyctrl.getAttribute().getValue();

        }

Show Parent and child together..MS CRM view sorting without column in view

MS CRM allows view to be sorted by columns which are in view only.. but some time we don't want to show column in view but want to sort view by that column.

I have a situation in contact view.. I have contacts who has child contact records and in view I want to show parent and child contact records together.

For this I added one column in contact entity - Contact number (text), and I am numbering contacts are like
1. Parent - 01
   Child 1 - 011, child 2 - 012
2. Parent 02
   Child 1 - 021, child 2 - 022, Child 3 - 023

I added this contact number column in my view and then able to sort as per requirement.

But customer don't want to see the contact number column in grid, but wants the same sorting..

To achieve this I exported contact entity customization. and looked into Saved query for this view.
Saved query has layout xml and fetchxml.

First I removed Contact number column from layout xml.

<layoutxml >

  <grid name="resultset" object="2" jump="fullname" select="1" icon="1" preview="1">

    <row name="result" id="contactid">

      <cell name="new_contactnumber" width="300" / >

      <cell name="fullname" width="300" / >

      <cell name="emailaddress1" width="150" / >

      <cell name="parentcustomerid" width="150" / >

      <cell name="telephone1" width="125" / >

    </row>

  </ grid>

</ layoutxml>

Then I looked at fetch xml, it has order node..

<fetchxml>

  <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">

    <entity name="contact">

      <attribute name="fullname" / >

      <attribute name="parentcustomerid" / >

      <attribute name="telephone1" / >

      <attribute name="emailaddress1" / >

      <order attribute="fullname" descending="false" / >

      <filter type="and">

        <condition attribute="ownerid" operator="eq-userid" / >

        <condition attribute="statecode" operator="eq" value="0" / >

        <condition attribute="createdon" operator="today" / >

      </filter>

      <attribute name="new_contactnumber" / >

      <attribute name="contactid" / >

    </entity>

  </ fetch>

</ fetchxml>

I changed this order node as

      <order attribute=" new_contactnumber " descending="false" / >

Saved customization and imported back to CRM.. and Published customization..
Now my view is  showing same sorting and no contact number column in it..