How can I tell if an entity and fields are created by default with the system or custom made?

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Posted on by USA80

I am working on a project that I need to identify if the entities are custom or out of the box. I also need to know this for the fields of each entity. Is there a way I can mass do this with out going one by one and asking the client these questions?

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PabloCRP 1,088 on at

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Hi, USA80.

You could query the EntityDefinitions and metadata of each entity.

The default publisher uses new_ prefix so you could seach entities that matches with that prefix, this also applies for your fields that you create. also you could seach with your own publisher prefix.

for entities:

https://contoso.crm.dynamics.com/api/data/v9.0/EntityDefinitions?$select=LogicalName

for attributes certain entity (account):

https://contoso.crm.dynamics.com/api/data/v9.0/EntityDefinitions(LogicalName='account')/Attributes?$select=LogicalName

take a look of the API

EntityDefinitions - Query Metadata API

Regards.

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Wahaj Rashid 11,321 on at

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Hi,

Thank you for your query.

You can use Metadata Browser (a plugin of XRM Toolbox) to export entities and attributes to excel.

Then filter it by IsCustom column.

For example:

Open Metadata Browser tool in XRM Toolbox and load entities and then click on export.

Open the excel file and then filter on IsCustomEntity column:

Similarly, in the Metadata browser plugin, double click on an entity and then from the Attributes tab, export attributes to excel and filter on IsCustomAttribute.

There is no way to export columns along with all entities in this tool, once you find the custom entities, you have to export attributes for each column.

Furthermore, you can identify custom entities and columns by its prefix (new_, or abc_). Also you need to ignore objects starting with msdyn_ (these are created by Microsoft but listed as custom).

There are other tools in XRM Toolbox like Entity Explorer, these are also handy for this purpose.

Lastly, look at the Solutions and Publishers (each publisher has a prefix), this will also help you to narrow down your search.

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