Crm 2013 sdk create entity relationship

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crm 2013 sdk create entity relationship

Giving you a good visual insight in the entity schema of your solution. SchemaBuilder I've been playing before with the XrmToolBox sdk. The hard part of this part is arranging the entities in an image and draw the relations between the entities. This part CRM / ER Diagram Generator Tool. Description. Create graphical images of Entity Relation Diagrams in any Dynamics CRM solution, the way you want. Latest version release notes. - . changethru.infoes; // get the crm service AssociateEntitiesRequest fooToBar = new AssociateEntitiesRequest { Moniker1 = foo, // foo is an entity reference.

All CRM entity and field metadata are stored in this database.

Sample: Associate records (early bound)

All System and user views and SQL jobs are stored in this database. Here are some points why we should not access CRM data directly from database.

crm 2013 sdk create entity relationship

Direct changes to the SQL table are unsupported, this will result in Microsoft offering no or limited support if your CRM installation goes wrong. You can read more about why you should not create unsupported changes here When you use the CRM SDK to change a value it could update other fields and values, direct changes to the SQL will not There is no validation on the SQL tables, you could easily put in an incorrect value If you write SQL stored procedure directly against the CRM database tables this could stop working when a rollup or service patch is applied to your CRM organisation Microsoft introduced filtered views which solves all these problems.

ReportServer and ReportServertempdb Reporting Services is usually considered at most as just the engine for executing and rendering reports. However, it also has its own SQL database that contains information that can be useful This database server stores all data that are required for reporting The tempdb holds temporary objects such as global and local temporary tables and stored procedures.

Entity Relation Diagram Creator for XrmToolBox | Microsoft Dynamics (XRM) links

Because SQL Server cannot start without a functioning master database, you must administer this database with care. The schema name for this entity is SavedQuery. The fetchxml attribute stores the query UserQuery tables Saved queries are business entities that define the parameters and criteria of a Microsoft Dynamics CRM database search.

Saved queries support cross-entity searches. The advance find queries which are saved are stored in this entity. In CRMthe only way of accomplishing this was to use the SDK's GrantAccessRequest class which allows you to share records to a security principal user or team via custom code.

crm 2013 sdk create entity relationship

For each security principal that exists in the system, a new row is added to the SystemUserPrincipal table and for each sharing rule between a security principal and an individual entity instance, a new row is added to the PrincipalObjectAccess table.

This table can grow quickly if you are sharing several thousands of records, each to multiple users and cascade sharing is set up through parent-child entity relationships which it is, by default, for most out of the box entities. The chart below displays how quickly the of shares recorded in the PrincipalObjectAccess table can grow when cascade sharing is enabled: If the users require the same access rights to each record, another common approach to mitigating PrincipalObjectAccess table growth rate is to create teams of users and share the records to each team.

So instead of a new row being added to the PrincipalObjectAccess table per user that is shared to an entity instance, a new row would be added per Team that is shared.

crm 2013 sdk create entity relationship

So why should we be so concerned with the size of this table? For one, it can take up considerable storage space on the server. Secondly, as the PrincipalObjectAccess table grows, it can start to cause performance issues. The magnitude of these issues depends on the level of optimization of the SQL server. Every time records are accessed, whether it be a user opening a record, looking at a view, running a report or the retrievemultiple query is running in a custom workflow, there are SQL queries happening in the background to verify the users access rights to those records and child records.

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One join it makes is to the SystemUserPrincipal table to determine the different principals that the user is a member of and then it joins the PrincipalObjectAccess table to determine the access rights for each of those principals. This chart demonstrates those joins for a single user that is a member of multiple teams which have shared access rights to multiple records in the system: The system must also make joins to determine the rights granted via the security roles and business unit assigned to the user and each team they are a member of.

Therefore, having millions of rows in the SystemUserPrincipal and PrincipalObjectAccess tables can cause a bottleneck for access.

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This chart shows the complexity of various access checks that must be performed to determine the privileges for a single user belonging to a single team each time they make an attempt to access records. You can imagine how complicated it can get if the user belongs to multiple ownership teams: Each time a record is accessed, those access rights, which include ownership rights via a users business unit, security role, rights granted via shares, ownership teams they are a member of and the security role and business unit of those ownership teams to are all cached on the application server.

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This is to help optimize subsequent access to data and each time a user or team memberships change, the application server is notified with each change to flush the related info from the cache. If there are changes made regularly to users or team memberships, this can impact performance. To help eliminate some of these performance issues, Microsoft has included a new type of team called "Access Teams" in CRM This eliminates the need for the system to query additional security roles and business units when a user is accessing record s.

So if your teams are dynamically formed and dissolved, this eliminates the need for access cache flushing by the application server which can slow down overall performance. This helps to reduce and optimize your code since the system will handle half of the team sharing process for you. However, you do have the ability to create the teams manually or programmatically. When creating new Access Teams, you will need to specify the Team.

This method may best be used if you already have a defined set of teams that are shared to records. Enable the shared entity for Access teams, create an Access Team Template to define the access rights the users will have and then add a subgrid for the team on the entity form.

The system will automatically create the teams for you once a member is added to each entity instance. When in doubt, test it out to be sure it meets the business expectations. So if Access Teams are so great, why do Ownership Teams still exist? Ownership Teams do have benefits over Access Teams.

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If owning records by multiple users is a requirement and you have a defined set of teams known at the time of design, use Ownership Teams.