Reports access this data through several filtered views included in the Dynamics CRM. To locate schema information on any filtered view, attribute, or entity in the Dynamics CRM database, any of the following methods can be applied:.
N:1 Relationships, 1:N Relationships, and N:N Relationships indicate the current entity and its relationship with other entities. To view mapping between these attributes, just open a relationship form and link Mappings under Details.
The field naming conventions found within the Dynamics CRM database include: Attributes from Filtered Views: While field names in Dynamics CRM are both case-sensitive and even in mixed cases, all attribute names from filtered views are lowercase. For every string in a list, drop-down lists have two associated fields and each string has a value or code field and a name or label field, for instance, listcode and listcodename. The label fields are displayed in the reports, which also use the value field for various numeric comparisons.
In the Microsoft Dynamics database, each entity table have all their primary key fields in the name format entityid, e. One filtered view is used for drop-down lists and the other for the data of status and status reason. These attributes frequently filter the results. As a bank customer, you can open several bank accounts, such as checking and savings accounts, and also several safe deposit boxes.
This is an example of a many-to-one relationship type between a bank account and a customer, and a safe deposit box and a customer. You can associate multiple activities, such as tasks, emails, and appointments with a bank account.
To provide additional information about a bank account or a safe deposit box, you can use notes and attachments. You can find the diagrams for many system entities in the SDK documentation, in the topics that describe the entity capabilities. In each box in the diagram, the first line in bold text is the name of the entity.
Subsequent lines contain the names of the attributes used to define the relationships for that entity.
The tool does not generate lines showing the relationships to the following entities: organization, business unit, and user systemuser.
This is done to simplify the diagram. Color coding is used to indicate the owner relationship for each entity. The following diagram describes the color coding:. To use the sample code that will programmatically generate Office Visio metadata diagrams, build and execute the using the solutions from SDK sample.
Download the sample: Generate entity diagrams with the metadata diagram tool. The folder contains a Readme file with instructions for its use. The code sample is a stand-alone console application that creates an entity relationship diagram. The program requires Office Visio. You can run the program at the command prompt.
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