Why do we need to create configuration entity in dynamic CRM.

Introduction : As we know we have different different types of entity in present in dynamic CRM. like that we can create a configuration entity. Creating configuration entity we can save lots of space on form and no need to create extra field of any of the entity.

Benefit:  No need to create extra field and minimize the form heavy lifting data.

Case 1: In my scenario if there is configuration entity which is containing the form of JSON data formats like below.


in this we have different type of filed record like status Reason, Type Code and Reason Code but later we have again requirement to add another field record like Completion and another field record so we can easily add the field like below screenshot.

But if we are using form to add filed then it would be very heavy lifting for form because we don't know when new requirement come and we need to add the filed in the form so that is way we have created a new entity and called name as configuration entity..


Note : In previous trail environment we had but as of now I am unable to see the OOB entity as configuration entity in CRM.


How to create the Configuration entity ?

Step 1: I am just creating new entity as configuration entity.


Step 2: I am just adding one of the field in configuration entity as value and take one section and put under that.


while creating the filed I have chosen data type as a multiline of text. 


We also do some configuration on field after creating filed. Go to formatting tab in the filed name "Value" under that we have two section like layout and Row layout. Under the Row Layout put number of row 5 and tic the "Automatically expand to use available space".


    




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