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Rockton Software

Understanding Managed Properties for CRM 2011

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 Solutions in CRM are great containers for managing add-ons and customizations.  ISVs, such as Rockton Software, develop in Unmanaged Solutions, which allows for complete customization control, and then publish them as Managed Solutions.  Managed Solutions allow the developer to use Managed Properties to "lock down" certain features or definitions of objects in CRM to prevent end users from introducing problems or altering the product in an undesired way.

 

Managed Properties occur with most objects in CRM, including Entities, Fields, Charts, Views, and Forms.  Almost every object has a "Can Be Customized" setting.  What this boils down to is a complete lock-down if set to False.  You cannot change anything about that object when this is set to False, with slight exception for Entity Relationships mentioned below.

 

Aside from Managed Properties that can lock down certain properties, there are certain properties that you can never change on a given Entity or Field.  One example is Name.  When you mix the system-forced lock-downs and the array of options available, it might be confusing as to what you might expect.  This chart shows what to expect in the given scenarios.

 

Entity Managed Properties

The three managed properties for "New forms/charts/views can be created" work as most people would expect.  However, the other settings are not as simple as they might seem.  For instance, "Display Names can be modified" controls three fields, not just the display name.  And "Additional Properties" is the most vague item ever put into CRM.  This list of what exactly constitutes an additional property should help many.  Note the oddity also on relationships when an entity cannot be customized; it makes sense to create new relationships but editing existing ones should be locked down but isn't.

ENTITY SETTINGS All Managed Settings = TRUE Can be customized = FALSE Display Names can be modified = FALSE Can Change Additional Properties = FALSE
Display Name Enabled Disabled Disabled Enabled
Plural Name Enabled Disabled Disabled Enabled
Name Disabled Disabled Disabled Disabled
Ownership Disabled Disabled Disabled Disabled
Define as Activity Disabled Disabled Disabled Disabled
Display in Activity Disabled Disabled Disabled Disabled
Description Enabled Disabled Disabled Enabled
Areas that display Enabled Disabled Enabled Disabled
Notes Enabled Disabled Enabled Disabled
Activities Enabled Disabled Enabled Disabled
Connections Enabled Disabled Enabled Enabled
Sending e-mail Enabled Disabled Enabled Disabled
Mail merge Enabled Disabled Enabled Enabled
Document management Enabled Disabled Enabled Disabled
Queues Enabled Disabled Enabled Enabled
Duplicate Detection Enabled Disabled Enabled Enabled
Auditing Enabled Disabled Enabled Enabled
Mobile Express Enabled Disabled Enabled Enabled
Reading pane Enabled Disabled Enabled Disabled
Offline capability Enabled Disabled Enabled Disabled
         
New Fields YES NO YES YES
Edit Fields YES NO YES YES
New Charts YES NO YES YES
Edit Charts YES NO YES YES
New Relationships YES YES, not N:1 YES YES
Edit Relationships YES YES, not N:1 YES YES
New Views YES NO YES YES
Edit Views YES NO YES YES
New Forms YES NO YES YES
Edit Forms YES NO YES YES

 

 

 

Field Managed Properties

For Fields, the list below represents a simple text field.  The "Max Length" and "IME Mode" properties will be different for other data types.  But it does show these are covered in concept of Additional Properties.  This chart is accurate EXCEPT when the Entity itself is marked "Can be customized = FALSE".  In that case, all fields behave as if they too are marked "Can be customized = FALSE".

FIELD SETTINGS All Managed Settings = TRUE Can be customized = FALSE Display Name can be modified = FALSE Can change Requirement Level = FALSE Can Change Additional properties = FALSE
Display Name Enabled Disabled Disabled Enabled Enabled
Requirement Level Enabled Disabled Enabled Disabled Enabled
Name Disabled Disabled Disabled Disabled Disabled
Searchable Enabled Disabled Enabled Enabled Enabled
Field Security Enabled Disabled Enabled Enabled Disabled
Auditing Enabled Disabled Enabled Enabled Enabled
Description Enabled Disabled Disabled Enabled Enabled
Type Disabled Disabled Disabled Disabled Disabled
Format Disabled Disabled Disabled Disabled Disabled
Max Length Enabled Disabled Enabled Enabled Disabled
IME Mode Enabled Disabled Enabled Enabled Disabled

 

Have you  heard about Rockton's Connect for CRM? Connect is a Microsoft Dynamics CRM-based financial management product that provides a real-time view of your business's vital statistics so you can manage your business more efficiently and effectively.

 

Written by Mark Rockwell, President of Rockton Software.

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