Accessing hidden views in Microsoft CRM
To modify the Marketing List All Members view for a Contact list, do the following:
1) First, notice that there are three types of Marketing Lists: thosethat hold Contacts, Accounts, and Leads. Make a note of which type youare looking at. Also notice that in the upper right there are threeviews: All Members, Active Members, and Inactive Members. (So, thereare NINE views you can possibly modify - just make sure you know whichone you are trying to modify). I am going to modify the All Membersview for Contacts in this example.
2) In SQL Query Manager, in the MSCRM DB, Run:
select * from savedquerybase where name like '%mem%'
This will give you the views you care about: for example, you can seethree views with 'All Members' as the name. If you scroll over to theright 5 columns from the name, you'll see a field called'ReturnedTypeCode'. It will have values of 1 (Account), 2 (Contact),or 4 (Lead). (These correspond to the ObjectTypeCodes of theseobjects.)
3) Find the name of the view you want to modify, with the properReturnedTypeCode (I am modifying the All Members view forREturnedTypeCode of 2). Scroll all the way left, and copy (CTRL/C) theGUID in the SavedQueryID column that is associated with the Name andREturnedTypeCode you want to modify.
4) Go to Settings / Customize Entities, double-click on anycustomizable entity (e.g. Contacts), click on Forms and Views, pick anyview. This will open the view editor for you.
5) Hold down the CTRL key and press the N key. This will open up a newwindow with the URL address viewable. Select the GUID at the end ofthat line, leaving the { and } brackets, and hit CTRL/V to paste thecontents of the GUID you copied in step 3 into this URL. Press theEnter key. This will bring up the view you want to modify.
6) Add Columns (I added Parent Customer, so I can view the company nameon this list), Configure Sorting, etc. as usual, and Save and Close.Click Yes when it asks if you want to close the window.
7) In the Customize Entities view, under More Actions, select Publish All Customizations.
8) Go to Marketing \ Marketing Lists, and open any list that has theword 'Contact' in the second column (Marketing List Member Type).Click on the Marketing List Members tab. As the All Members viewdisplays by default, you will now see the Parent Customer field (or anyothers you have added) in that view.
1) First, notice that there are three types of Marketing Lists: thosethat hold Contacts, Accounts, and Leads. Make a note of which type youare looking at. Also notice that in the upper right there are threeviews: All Members, Active Members, and Inactive Members. (So, thereare NINE views you can possibly modify - just make sure you know whichone you are trying to modify). I am going to modify the All Membersview for Contacts in this example.
2) In SQL Query Manager, in the MSCRM DB, Run:
select * from savedquerybase where name like '%mem%'
This will give you the views you care about: for example, you can seethree views with 'All Members' as the name. If you scroll over to theright 5 columns from the name, you'll see a field called'ReturnedTypeCode'. It will have values of 1 (Account), 2 (Contact),or 4 (Lead). (These correspond to the ObjectTypeCodes of theseobjects.)
3) Find the name of the view you want to modify, with the properReturnedTypeCode (I am modifying the All Members view forREturnedTypeCode of 2). Scroll all the way left, and copy (CTRL/C) theGUID in the SavedQueryID column that is associated with the Name andREturnedTypeCode you want to modify.
4) Go to Settings / Customize Entities, double-click on anycustomizable entity (e.g. Contacts), click on Forms and Views, pick anyview. This will open the view editor for you.
5) Hold down the CTRL key and press the N key. This will open up a newwindow with the URL address viewable. Select the GUID at the end ofthat line, leaving the { and } brackets, and hit CTRL/V to paste thecontents of the GUID you copied in step 3 into this URL. Press theEnter key. This will bring up the view you want to modify.
6) Add Columns (I added Parent Customer, so I can view the company nameon this list), Configure Sorting, etc. as usual, and Save and Close.Click Yes when it asks if you want to close the window.
7) In the Customize Entities view, under More Actions, select Publish All Customizations.
8) Go to Marketing \ Marketing Lists, and open any list that has theword 'Contact' in the second column (Marketing List Member Type).Click on the Marketing List Members tab. As the All Members viewdisplays by default, you will now see the Parent Customer field (or anyothers you have added) in that view.
posted by Mokey at
9:08 am
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