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Tag: OptionSets

Dynamics 365 Customer Engagement Default Metadata (April 2019)

While doing my research for my certification studies, I decided to spin up a trial instance of Dynamics 365 Customer Engagement. While I’ve worked extensively with the system over the past ten years, a lot has changed with CE, especially in regards to the Unified Interface and the Power Platform. I also felt it would be a good idea to have a new baseline to work with regarding the default entities, attributes and option sets. The information I have been using, while still accurate, is missing a lot of the newer entities and fields that have come about in the past several years.

I created my Trial Organization and included all the entities relating to CE. Sales, Customer Support, Marketing, Field Service, and Project Service. While not every one of these applications will apply to every customer, it certainly is worthwhile to gather all the information in one place. In order to gather this information, I took advantage of several plugins inside of XrmToolBox: Early Bound Generator, Latebound Constants Generator, and Metadata Document Generator. Another useful plugin in XrmToolBox is Metadata Browser, which allows you to navigate through the metadata of the organization in one place. XrmToolBox has many other plugins to assist with customization and development in Dynamics 365 CE. I highly recommend adding XrmToolBox to your library if you are involved with customization or development in Dynamics 365.

I have attached the files that I generated here. These files are meant to be used as references only. Each organization will have different needs, different solutions, and additional custom entities and fields. I recommend creating your own resources specific to the project you are working on. If you plan on using early binding or the late bound constant code files it is essential that you rebuild those from your target organization.

  • Default Entity Details (Excel)
  • Early Binding Code Files (C# Code Files – Zipped File)
  • Late Bound Constant Files (C# Code Files – Zipped File)
April 28, 2019JasonDynamics 365Customization, Dynamics 365, Dynamics 365 CE, Entities, Metadata, OptionSets, Programming, XrmToolBoxLeave a comment

Jason Sanborn

Microsoft Certified Professional, system architect for Microsoft Dynamics 365 CE and C# programmer. Living each day through the power of Christ.
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About

Simplicity Point is the web site and blog of Jason Sanborn. The site started in support of a web design business in the late 1990s and early 2000s. After that time, the focus of the blog has moved to share information related to Microsoft Dynamics, programming and related topics.

Jason started programming with the BASIC language on both the Commodore 64 and the Apple II back in the 1980s. In the following decade, his focus switched to HTML, CSS, and JavaScript. From there, he branched into PHP, ASP, VisualBasic 6, and VisualBasic.NET in the early years of the 21st century. Soon after, he began working with C# and Microsoft Dynamics CRM. In 2014, he became a Microsoft Certified Professional for Microsoft Dynamics CRM. Today, his primary focus is working with C#, JavaScript and Microsoft Dynamics 365 CE.

Jason has worked for Calyx Software first in QA then as a developer for Microsoft CRM 4.0, on-premise. From there he worked for Webfortis, a Microsoft CRM consultant, as a CRM developer working with versions 4.0 through Dynamics CRM 2016, both online and on-premise. Webfortis was acquired by Avtex and Jason continued working as a CRM developer there. After Avtex, Jason worked for 24 Hour Fitness as a Senior CRM Developer for their Dynamics CRM online environment. Jason turned to consulting as a Dynamics Technical Architect for DXC Consulting, then moved to WB Mason’s IT department as the Microsoft Dynamics Architect. Currently, Jason works for EY as a Consulting Technical Architect for Dynamics 365 CE.

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