Friday, 16 October 2015

Dynamics CRM 2015 – Point to keep in mind while cloning existing inline editable views.

 

Last week, I was assigned a task to perform some changes in the view that is associated with system’s invoice product inline editable sub-grid, placed at Invoice entity. I was aware that these system views cannot be changed directly. However, we could make a copy of such views and do the changes. Hence, I made a copy of existing “Invoice Product Inline Edit view” of Invoice Product entity and did the changes as per customer’s needs. Once done, I assigned this newly copied view to the inline editable sub-grid and published the changes.

After publish, surprisingly, I faced two problems, mentioned as under.

  1. It had stopped inline editing feature.
  2. It did not allow importing Invoice Product entity from one CRM instance to another or back to the same instance.

I’m still not able find a solution for aforementioned point #1.

However, for point#2, I’ve found a workaround. Let me explain the same here in this post.

After applying the aforementioned changes, when I tried to import the Invoice Product entity to another CRM instance, I saw the following error message.

“The ‘label’ attribute is not declared”

image

Out of curiosity, I had extracted the solution zip file and dived into the customisation.xml file. Here, I found a problem. The customisation.xml file was having some unrequired label tags in it (highlighted in following screen print).

image

I hope you come to know the solution at this point.

Either, we remove these unwanted label tags from the customisation.xml file, bundle it, and re-import it.

OR

Perform the following steps,

  1. Go to Settings –> Customizations –> Customize the System –> Expand the entities tab and open the newly created Invoice Product entity view.
  2. Remove the existing columns which were copied from original view and add them back. It’s just one time activity.
  3. Save the view and publish the customization.
  4. The solution will import successfully.

I hope this post would be helpful.

If anyone knows a solution for the above first problem then please feel free to revert for the same in comments area of this post.

 


A simple and quick way to insert data into Many-to-Many relationship in Dynamics CRM is the Drag and drop listbox.

http://www.inkeysolutions.com/DynamicCRMDragAndDropListBox.html

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