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Mapping fields between Invoice Product, Order Product, Quote Product and Opportunity Product

April 8th, 2011 DynamicsMSCRM No comments

 http://support.microsoft.com/kb/914921

Within CRM 4.0 and 2011 you cannot access the field mappings area for the Invoice Product, Order Product, Opportunity Product, and Quote Product entities in the Microsoft Dynamics CRM UI. To map between these entities you must query the sql database for the specific relationship GUID’s. 

In Sql run the following Query:

select SourceEntityName, TargetEntityName, EntityMapId from EntityMapBase where SourceEntityName in (‘opportunityproduct’, ‘quotedetail’, ’salesorderdetail’) and TargetEntityName in (‘quotedetail’, ’salesorderdetail’, ‘invoicedetail’);

With the appropriate result place the GUID in the following URL, setting the server:port and organiziontion appropriatly.

 http://crm:5555/Contoso/Tools/SystemCustomization/Relationships/Mappings/mappingList.aspx?mappingId={GUID}

This will return a UI that will allow you to add the desired mappings.

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MS CRM Attribute Mapping Error When Importing Customizations

May 25th, 2010 DynamicsMSCRM No comments

Failure: Entity-Entity: This attribute map is invalid. A valid attribute map must meet these requirements:
-	The data type must match.
-	The length of the target attribute cannot be shorter than the source attribute.
-	The format should match.
-	The target attribute must not be used in another mapping.
-	The source attribute must be visible on the entity form.
-	The target attribute must be a field a user can enter data into.
-	Address ID values cannot be mapped.

This can be a number of thing however, in my case it was attributes that were mapped differently than expected. To resolve it I had to open the Customization XML file and review the mappings there were bring created, comparing then to the CRM instance. By then deleting the inconsistant ones on the tenant the XML file then imported correctly.

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