Thursday, December 19, 2019

Find Hidden Entity in Dynamics CRM using Metadata Document generator


Problem Statement: I had a requirement where I needed to check the fields on the Entity POST, however in CRM customizations, I could not find the entity POST though it was visible in advanced Find.

Solution: To view all the data related to any hidden field, you can use the Metadata Generator in XRM Toolbox
  1. Connect to your environment on XRM Toolbox.
  2. Search for Metadata Document Generator

XrmToclBox for Microsoft Dynamics CRW365 CE g.2.32) 
, Connect Windows • Tools • About Open organization 
Form Parameter Manager 
Version: 1.2017.123 
Author: MscrmTools 
Allows you to add and renu.•e parameters from CRM forms 
Metadata Browser 
Version: 
Author: MsCrmTools 
Browse metadata from your Dynamics CRM organization 
Metadata Document Generator 
Version: 1.2016.8.23 
Author: MscrmTools 
A tool to generate Excel and Word document with entities and attributes information
  1. In Metadata Document Generator:
  • Retrieve Entities and languages
  • Select the entity you want to generate metadata for and enter the file path of the excel document where the data needs to be stored.
  • Generate Document

XrmToolBox for Microsoft Dynamics CRM/365 CE 012019.232) 
, Connect Windows • Tools • About • Open organization 
Plugins I 
Metadata Document Generat... 
Retrieve Entities and Languages 
Generate ument 
Generation settings • 
Docume•t 
Sdedion 
fae 
Ch»lay nne 
Ocel 
(thed *des) 
Pond Languaß 
Post 
Regardng 
Role 
Corfg_run 
Code 
Pnce 
Pnce tem 
Prichg Chmmsion 
Ptichg Chmension held Name 
Pmc$al Sync 
hdude 
hdude fidd Leve Secuty 
hdude ReqUrenert level Hormäion 
Schema nne 
2 
msdym 
msdym 
msd»m _hension 
msöm 
for Ævanced 
ktö*e bc&ion n Foms

  1. Open the document, you will be able to see all the data related to the Entity.
File Home 
Cbcopy - 
Paste 
Filter • Select 
Insert 
Format Painter 
Clipboard 
Entity 
Page Layout 
Calibri 
Formulas 
Data 
Review 
View 
Help Search 
Wrap Text 
g Share 
Comments 
Genera 
Number 
c Fill. 
Clear • 
P 
Find & 
post 
Posts 
An activity feed post. 
Post 
FALSE 
Organizationowned 
Schema Name 
Created By 
CreatedByName 
Created8vYomiName 
CreatedOn 
CreatedOnBehalfBy 
CreatedOnBehalfByName 
CreatedOnBehalfByYomiName 
ModifiedBy 
ModifiedByName 
ModifiedOn 
ModifiedOnBehalfBy 
ModifiedOnBehalfByName 
ModifiedOnBehalfByYomiName 
Organizationld 
OrganizationIdName 
Postld 
PostRegardingld 
PostToYammer 
Regardingobjectld 
äMerge&Center - 
Alignment 
msplay Name 
Created By 
N/A 
N/A 
Created On 
Created By (Delegate) 
N/A 
N/A 
Modified By 
N/A 
Modified On 
Modified By (Delegate) 
N/A 
N/A 
Organization 
N/A 
post 
Post Regarding 
post to yammer 
Rega rd ing 
.00 
Conditional 
Formatting • 
Format as Cell 
Table • Styles • 
Styles 
Insert Delete Format 
Cells 
Sort & 
Editing 
Ideas 
Ideas 
Plural Display Name 
Description 
Schema Name 
Logical Name 
Is Custom Entity 
Ownership Type 
Logical Name 
I createdby 
.2 
createdbyname 
3 createdbwominame 
create don 
4 
5 createdonbehalfby 
createdonbehalfbyname 
.6 
7 
createdonbehalfbwominame 
modifiedby 
8 
modifiedbyname 
g 
'O modifiedon 
I modifiedonbehalfby 
modifiedonbehalfbyname 
modifiedonbehalfbyyominame 
orga nizationid 
4 
orga nizationidname 
6 
post id 
postregardingid 
8 
posttoyammer 
regardingobjectid 
Lookup 
String 
String 
DateTime 
Lookup 
String 
String 
Lookup 
String 
DateTime 
Lookup 
String 
String 
Lookup 
String 
Uniqueidentifier 
Lookup 
Boolean 
Lookup 
Shows who created the record. 
N/A 
N/A 
Shows the date and time when the record was created. The date and time are displayed in the time zone selected in 
Shows who created the record on behalf Of another user. 
N/A 
N/A 
unique identifier of the user who modified the record. 
N/A 
Shows the date and time When the record was last updated. The date and time are displayed in the time zone sel 
Unique identifier of the delegate user who modified the record. 
N/A 
N/A 
unique identifier Of the organization associated With the solution. 
N/A 
Unique identifier for entity instances 
Unique identifier of the post regarding with which the post is associated. 
Internal use only. 
Choose the parent record for the post to identify the customer, opportunity, case, or other record that the post mos


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