Hi all,
we need changes for the contract (and dependant entities like contracttemplate, contractdetail, products, pricelevel, productpricelevel, discount, discounttype).
unfortunately, MS has pretty much narrowed us in this point.
I dont want to create a custom entity for our type of contract, because of the other disadvanages linke having no customerlookup, having no mailtemplates in custom-entites.
how you do it, ms always pushes a stop to.
but i need the solve it.
So i decided to change the existing entity. But how to remove fields which are not needed for our contracts and that are locked or have system dependencies or if you NEED to create a priceliste, even if you dont need it.
THIS IS REALLY STRANGE.
What i tried:
Opend the system dependant field, f.e. activeon, clicked on managed properties. But i cant change "customisable" cause this is ghosted.
But above the man.properties-window is a hint: ..following properties only take effect, after the component has been exported and imported as part of a managed solution.
??? WHAT ??? ok i created a solution, exported as managed, reimported. Looked if customizable .. no .. same as bevor.
Then i clicked the questionmark in upper right corner of the managed properties window, with interesting result:
Edit or view managed properties
All solution components, except for plug-in assemblies, have an IsCustomizable managed property. This property appears in the interface with the labelCan be customized. Managed properties only become effective after their associated components are installed as part of a managed solution.
While an entity has managed properties in addition to IsCustomizable, the value or theIsCustomizable property, the type of entity, and the type of solution all have an impact on the behavior of an entity, as follows:
If the entity is part of a managed solution and the IsCustomizable managed property is set toFalse, you cannot edit any of the managed properties.
If the entity is part of a managed solution and the IsCustomizable managed property is set toTrue, you can edit the managed properties.
If the entity is part of the default solution or an unmanaged solution and it is a business entity, you can edit all managed properties except forIsCustomizable.
If the entity is part of the default solution or an unmanaged solution and it is a custom entity, you can edit all managed properties includingIsCustomizable.
Stellen Sie sicher, dass Sie über die Sicherheitsrolle „Systemadministrator“ oder „Systemanpasser“ bzw. entsprechende Berechtigungen verfügen.Weitere Informationen:Permissions required for customization tasks
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Check your security roleFühren Sie die Schritte in Anzeigen des Benutzerprofils aus.
Sie verfügen nicht über die erforderlichen Berechtigungen? Wenden Sie sich an den Systemadministrator.
Führen Sie die Schritte für die von Ihnen verwendete App aus.
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If using the CRM web applicationKlicken oder tippen Sie auf der Navigationsleiste auf Microsoft Dynamics CRM>Einstellungen.
Einstellungen erscheint in der Navigationsleiste.
Click or tap Settings> Customizations>Customize the System.
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If using CRM for OutlookIn the Navigation Pane, expand your organization if necessary, click or tapSettings> Customization>Customizations> Customize the System.
Under Components, click or tap the component and the record that you want to edit or view managed properties for.
On the Actions toolbar, click or tap Managed Properties.
Notiz
If Managed Properties does not appear on the Actions toolbar, you cannot edit or view the managed properties for that component and record.
In the Set Managed Properties dialog box, you can view all of the properties associated with the component, and you can edit selected properties based on the behaviors listed above.
Click or tap Set to save the settings.
Check your security role--
Ok i tried this, but everything i do .. i cant edit the iscustomizable - property / can be customized - label in the extraced 3 files of the solution.
Is there something, i missunderstood?
I hope someone can/will help me out.
THX, greets pit