Checklist: setting up a new table in Dynamics CRM

This post outlines all required steps for setting up a new table in Dynamics CRM. Completing all of these early on will save a lot of time throughout the life of a project.

New Entity:

  • create entity (for precise steps, see here)
  • add fields:
    • Client-Fields:
      • [fields required to meet the client-requirements]
    • Generic-Field
      • “Updated by process” (text, 4000)
      • Use OOTB Autonumber (new field / name field)
    • Reference Data fields
      • start date, end date, description, code
    • Data migration field
      • externalkey
  • customise main form
    • customise form of entities being looked up to (add sub-grid there)
    • re-name the relationship link for lookups on target entities
  • customise quick create form
  • enable quick create form (entity level)
  • customise all views (using view layout replicator – XrmToolBox)
    • (include relevant system fields such as created/modified on/by, owner and status/reason)
  • add entity to Model Driven App(s) (always to Admin-MDA – see blog post here)
  • update sitemap
  • add business rules
  • add workflows (see SOP for workflows)
  • update relationship types (e.g. parental)
    • add fields mappings
  • add icon (https://thedynamicidentity.com/2021/12/30/how-to-add-icons-to-a-custom-table-in-dynamics-crm/)

If Reference Data entity:

  • import instructions,
  • source data and mapping
  • link to relevant data migration user story

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