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Microsoft Dynamics CRM (Archived)

subject entity

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Posted on by 40

Hi,

I need  an entity as a tree view for just grouping my products according to their subjects. I dont want to use the Subject entity for it can be used for all entities. Any entity existing in CRM?

 

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  • Yaniv Arditi Profile Picture
    3,990 on at
    Re: subject entity

    Hi,

    There is no other entity that has a tree view such as the Subject entity. You can add the subject tree with an additional root element called 'Products' under which all product related subjects will be managed. This may prevent users from relating Products subjects to Cases or KB Articles.

    Hope this helps,

    Yaniv Arditi

  • radiant Profile Picture
    40 on at
    Re: Re: subject entity

    Can you please explain step by step? I am new to CRM.

    How to prevent users adding other entities?

    Thanks for help,

    Ridvan.

  • Yaniv Arditi Profile Picture
    3,990 on at
    Re: Re: Re: subject entity

     Goto Settings -> business management -> subjects -> Add a subject -> type the subject name and clear the parent subject. This will create a root element in the subjects tree.

    Note however, this will not actually prevent the users from adding the product related subjects to non-product records, but naming one the root subjects as 'Products' is self explanatory and may prevent confusion.
    If you really want to prevent the users from adding product related subjects to non-product records, you can develop a designated plug-in that fire on the record pre-create/update event and prevent this relation.

    Yaniv Arditi

     

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