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Before we get to the CRM 2011 remove notes, connections, etc. functionality, let’s keep in mind a fine print warning.

development

warning for CRm 2011 remove notes & attachments

All is well as long as you heed the warning, but as it so often happen, we tend to conveniently forget until long after we have developed a bunch of attributes, relationships, forms, JavaScripts, workflows and even plugins and then it hits us – we really do not need connections, notes & attachments or activities for that entity! Then why were they enabled in the first place, because Connections, Notes & Attachments and Activities are checked by default.

Now that we have done that cannot be undone, we come to the topic of this blog. How to in CRM 2011 remove Notes & Attachments, Connections and Activities from an Entity, well without doing the obvious – drop the entity and recreate it.

A couple of notes of caution before we dive into the How To’s

  • This is involves customization XML modification
  • Backup your solution and data before you make any changes
  • This is a development hack and as such should be restricted to the Development Environment

Perquisites:

  • Source Organization – the organization where you have configured the entity (and enabled the Connections, Notes & Attachments and Activities)
  • Target Organization – A vanilla org, where you would like to re-create the entity, but without the Connections, Notes & Attachments and Activities. If you modify the XMl and import into the same org (the source or) it will not work
  • Some type of an XML editor would be helpful, though you can attempt to modify the XML in an text editor too

How to:

  • Export the solution containing the entity configuration from the Source Organization. This will be a zip file
  • Extract the contents of the Zip file
  • Open the Customizations.xml in an XML Editor
  • Within the root node <ImportExportXML> there are two primary nodes that we will be working with
    • <Enitites> and
    • <EntityRelationships>
  • Once you locate these two nodes, do the changes to the child nodes as given below
  • Once you have the modified XML, replace the Customization.xml in the solution folder and zip up the files – this becomes your modified solution
  • Import the modified solution into the Target Organization (read Different organization from the one you extracted the XML)
  • Publish and validate!

To Remove Connections

Make the following XML Tags changes in the Customizations XML
Entities > Entity – Select the Entity you need > EntityInfo >
Modify <IsConnectionsEnabled>1</IsConnectionsEnabled>
Set the Value from 1 to 0
EntityRelationships
Delete <EntityRelationship Name=”EntityName_connections1“> node
Delete <EntityRelationship Name=”EntityName_connections2“> node
Replace the Entity Name above and remove the entire node

To Remove Notes and Attachments

Make the following XML Tags changes in the Customizations XML
Entities > Entity – Select the Entity you need > EntityInfo >
Delete <HasRelatedNotes>True</HasRelatedNotes> node
Entities > Entity – Select the Entity you need > FormXML > forms type = “main” > systemform > form > tabs > tab > labels > label > Description = “Notes”
Delete Entities > Entity – Select the Entity you need > FormXML > forms type = “main” > systemform > form > tabs > tab
This can also be done after importing the solution – Open the Entity for customization > Goto the Form and Delete the Notes Tab
EntityRelationships
Delete <EntityRelationship Name=”EntityName_Annotations“> node
Replace the Entity Name and remove the entire node

To Remove Activities

Make the following XML Tags changes in the Customizations XML
Entities > Entity – Select the Entity you need > EntityInfo >
Delete <EntityMask>ActivityPointer</EntityMask> node
Delete <HasRelatedActivities>True</HasRelatedActivities> node
EntityRelationships
Delete <EntityRelationship Name=”EntityName_ActivityPointers“> node
Delete <EntityRelationship Name=”EntityName_Appointments“> node
Delete <EntityRelationship Name=”EntityName_Emails“> node
Delete <EntityRelationship Name=”EntityName_Faxes“> node
Delete <EntityRelationship Name=”EntityName_Letters“> node
Delete <EntityRelationship Name=”EntityName_PhoneCalls“> node
Delete <EntityRelationship Name=”EntityName_RecurringAppointmentMasters“> node
Delete <EntityRelationship Name=”EntityName_ServiceAppointments“> node
Delete <EntityRelationship Name=”EntityName_Tasks“> node
Replace the Entity Name
This also needs to be done for any custom activities that you may have created – Replace the Entity Name and the Custom Activity Name
Delete <EntityRelationship Name=”EntityName_CustomActivities“>

Campaign Response is the only exception – but this is associated with only Account, Contacts and Leads.

Hope this helps. Check our Microsoft Dynamics CRM Expert blog often for helpful tips and tricks.

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.