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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Is something like dupl...
Microsoft Dynamics CRM (Archived)

Is something like duplicate Entity Possible?

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Posted on by DivyaBharathi 245

Hi All,

In the SiteMap new Area have been created say Suggestion&Comp along with service and Settings.

When I navigate to Suggestion&Comp-> there is an Suggestion and Complaints (Entity)

Both the Entity is Pointing to Case 

For Example:User creates a Case as per the requirement we have a optionset Type (Which has options Such as suggestion and complaints)where he selects either of 2 .If he creates case with type as Complaint.The Same record is available under Complaints with same details like wise for suggestions.I tried to check in solution there is no entity called  Suggestion and Complaints.

Kindly help me to find what is done exactly I was not aware of this duplicate Entity Creation.TIA

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Is something like duplicate Entity Possible?

    Hi,

    There is no way to manipulate sitemap to display specific view for an entity. You can go for the workaround suggested above by Arun.

    Hope this helps.

  • Suggested answer
    Sreevalli Profile Picture
    Sreevalli 3,256 on at
    RE: Is something like duplicate Entity Possible?

    Hi,

    You can add same entity more than one in sitemap with different display names. so that you are getting same entity icon with different names. There is no wonder in it.

    coming to Views if it is only for you then its pined based on option name. But If in case the views are same for all users then there should be some customization/View loading script on load of page.

  • Verified answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 on at
    RE: Is something like duplicate Entity Possible?

    My recommendation is this:

    You have single entity "Case" with different types of records, namely Complaints & Suggestions. The problem with Sitemap is you have to mention the entity which is Case in both cases, then CRM will load "Default" view like My complaints/Active cases in both places.

    Better, create two different views with proper filters for Suggestions/Complaints, add two Dashboards with each view in it, setup the default dashboard in sitemap.

    www.magnetismsolutions.com/.../editing-the-site-map-in-dynamics-365-using-the-built-in-site-map-designer

  • Suggested answer
    gdas Profile Picture
    gdas 50,089 on at
    RE: Is something like duplicate Entity Possible?

    Hi ,

    Please have look below reference-

    m.youtube.com/watch

    antonyellisdynamicscrm.wordpress.com/.../xrm-toolbox-sitemap-plugin

    shanewcunningham.blogspot.com/.../use-xrmtoolbox-to-modify-crm-2013-site.html

  • DivyaBharathi Profile Picture
    DivyaBharathi 245 on at
    RE: Is something like duplicate Entity Possible?

    Hi  I have never used  Sitemap Editor before so kindly point me some links or steps to achieve this,

    Rename case Entity as 1.Complaints 2.Suggestions and it should point to cases filtered with type(Complaints/Suggestions).

    Where type is option-set field on case Entity with values(suggestion,complaints,Inquiry).

    Please suggest,

  • Verified answer
    gdas Profile Picture
    gdas 50,089 on at
    RE: Is something like duplicate Entity Possible?

    I can see you are using CRM 2015 , connect to XRMToolBox sitmap editor plugin , you can check from there what are the navigation added and how its working .

  • DivyaBharathi Profile Picture
    DivyaBharathi 245 on at
    RE: Is something like duplicate Entity Possible?

    Thank you for the Response Goutham.Ya Im trying to understand.

    How is it Possible to show the case Entity with different names?

    Trying to figure out how complaint and suggestion is done and how case records are appering based on option they choose.

  • gdas Profile Picture
    gdas 50,089 on at
    RE: Is something like duplicate Entity Possible?

    Sorry , I am bit confused you said in the first statement "Both the Entity is Pointing to Case " and then  "I tried to check in solution there is no entity called  Suggestion and Complaints.".

    I understand your requirement but what is your actual issue please clarify. Is it something you did ? or someone did you are trying to understand?

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