Entity Field Creation Tool is a Windows application which can be used to create entities and fields on just a click of a button!
- Install the managed solution (available with the most latest release) in your Dynamics CRM instance.
- Assign the user with either "System Administrator" Role or "EFCT App Access" Role (which is along with the managed solution).
- Activate the product from the Configuration Page of the Solution.
- Fill up the provided Excel Template - "Excel Template - EFCT" as per your requirement.
Note:
i) Excel File Name can be altered as per user requirement.
ii) Go through the hints available for some of the columns.
iii) Do not alter the Headers and Sheet Names. - Now you are good to use the Entity Field Creation Tool.
- Fields of type “Image” cannot be created.
- You can only create Simple fields (No Calculated/Rollup fields).
- Global Option Set can not be used for creating fields of “Option Set” type. (Planned for next Release)
- User need to take care of the field limit in MS CRM for different types of field, especially for fields of type "Lookup", "Option Set".
- App screen is freezed while logging in and creating entity-fields, and continues to be in the same state till the respective process is completed. (will be resolved in upcoming releases)
- For any bug or new feature, please raise an issue against this repository.