[CRM4] Add/Remove Activities and Notes relationships

When you create a new entity in CRM 4, you have to define if it will have Note and Activities relationships. After you’ve created it, you won’t be able to change it (important to remember it!).

However, sometimes we forget it 🙂 and we need to add or remove these relationships later. In that case, we can do the next trick:

  1. Export the corresponding entity that you want to add / remove Note and Activities relationships
  2. Delete this entity from CRM
  3. In the XML file that you’ve exported with the customisations, change the value of the attributes HasRelatedActivities and HasRelatedNotes
  4. Import again the updated customisations to CRM

About Ramon Tebar

Software Engineer specialised on Microsoft Technologies with experience in large projects for different industrial sectors as developer, consultant and architect. I enjoy designing and developing software applications, it is my job and one of my hobbies. I’m interested in design patterns, new technologies and best practices. Making those part of the ALM process is a great challenge. During the last years, I have specialised in Microsoft Dynamics CRM (now Dynamics 365). I customise and extend the platform to provide tailored solutions and integrations based on service-oriented architectures and messages queuing. Motivated by community events and contributor in blogs, technical books, open source projects and forums, I have been awarded Microsoft Most Valuable Professional (MVP) on Dynamics 365 (CRM) since 2012.

Posted on January 12, 2010, in CRM. Bookmark the permalink. Leave a comment.

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