Home > Dynamics CRM > CRM 4.0 – Change Notes or Activities of an Entity

CRM 4.0 – Change Notes or Activities of an Entity

When you create an entity with CRM 4.0 you will make a decision to allow Notes or Activities for the given entity as shown below.

Out of the box with CRM 4.0 this section shown above is greyed out once the entity is created, which means it cannot be changed.

However, I have a solution which allows you to change this without having to delete the entity and all your hard work in order to change it.

Follow the steps below to change the Notes or Activities for your entity (Note: This is NOT supported, so only do this at your own risk):

  • Export the entity to you want to change (Go to Settings > Customization > Export Customizations and select the entity and choose Export Selected Customizations)
  • Unzip the customisations.zip file to obtain the XML file
  • Open the XML file in Notepad.exe (or XML editor of your choice)
  • Locate the XML node within the customisations.xml file:

<HasRelatedNotes>True</HasRelatedNotes>
<HasRelatedActivities>True</HasRelatedActivities>

The values inside these two attributes indicate if the entity should have Notes or Activities. Set each one to True if you require them, otherwise False to not allow them for the entity.

  • Backup all your customizations i.e. Export All Customizations. Once you have made the XML change, delete the entity with your CRM 4.0 system you want to change. Yes this is ok. You have just exported it.
  • Use Settings > Customization > Import Customizations and import the XML file which contains your entity.
  • Publish your customizations.
  • Now check your entity. You should notice the section with Note and Activities will be set depending on your values set in the XML file earlier.

Easy!

Now that must save you a lot of work.  Remember this is NOT supported, so only do this at your own risk. However I have done this in the past will successful results.

Greg Olsen
Yellow Duck Guy

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Categories: Dynamics CRM
  1. Unknown
    March 5, 2010 at 2:57 am

    I need to do this exact thing with a system entity…Competitor. How do I do this. It doesn\’t work the way that you indicated for a system entity. If not, the idea of having recreate every single attribute, etc. is crazy.thanks

    • Jesper
      February 12, 2011 at 7:14 am

      This is exactly my problem as well – Cannot do it with a system entity. Does anybody have a solution – need to ttrack e-mails to competitors.

  2. Laurence
    December 2, 2010 at 10:19 am

    I desperately need to do this for an entity that was incorrectly created by our developer.

    When I try to delete the existing entity I get a message that I need to remove all referenced forms and views first. As there are many, MANY forms and views, I’d hate to have to delete them all and then have to recreate them after the fact.

    Any suggestions on how to get around this, or on another way to implement this fix?

  3. Steven
    February 4, 2011 at 1:41 am

    This didn’t work for me

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