XRM Speedy

Step 1

Connect to your CRM 2011 environment using the "Authenticate to CRM 2011" button. Once connected, you'll have the option to chose a data source. Once the connection information has been entered, use "Connect to DataSource" to establish the connection and read the database schema. A CRM "prefix" can also be specified here that will be prepended to the new entities and attributes to identify them.

Step 2

Choose the tables use wish to use from your source and update the associated metadata fields:

  • Display Name
  • Plural Name
  • Schema Name
  • Description
  • Ownership

Step 3

After selecting a table, the corresponding fields are available to be selected that will be included as CRM attributes. A CRM data type has been pre-assigned based on the data source's type but can be changed as needed. Choose the fields use wish to use from your source and update the associated metadata fields:

  • Display Name
  • Schema Name
  • Type/Format

Step 4

Checking "Add Fields To Form" will add all newly created attributes to the main CRM form in alphabetically order with the most basic formatting.

Step 5

This will create new CRM entities and attributes based the the items that have been checked. Once complete, you will have the option to remove all the newly created entities by using the "Rollback" button.

Last edited Dec 31, 2012 at 4:22 PM by JLattimer, version 3

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