Dynamics CRM removes invisible entities from the advanced search list, dynamicscrm

Source: Internet
Author: User

Dynamics CRM removes invisible entities from the advanced search list, dynamicscrm

Sometimes we do not need to display an object to a general user, such as a configuration object. However, this type of object sometimes needs to be read when the general user is authorized to read ODATA, hiding on site maps is easier to use tools to Configure permissions. In fact, this step is generally done, but some customers have relatively fine requirements and cannot see this entity in advanced search. How can we do this? This is what I want to talk about.

After searching for various materials, you will find that there are no open settings that will not display the objects in advanced search, so you have to find another way. Here we take the customer entity as an example, the customer entity is visible by default, as shown in figure


Then execute the following SQL statement in the Business Database. The name here is the name of the object to be removed.

Update MetadataSchema. Entity set IsValidForAdvancedFind = 0 where Name = 'account'


You must restart IIS after execution, otherwise it will not take effect. After restart, refresh the advanced search page and you will see that the customer entity is gone.

However, there will be a hidden problem in doing so. Compare the two images below. This is when I add subgrid to the contact object interface, you will find that after the object is removed from the advanced search, the customer entity is no longer visible in The subgrid object search, when other similar object searches are performed, the removed object is invisible. Therefore, we need to weigh the balance when executing this solution.




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