Microsoft KB Archive/926882

= An exported customization file does not contain changes for some relationship lookup fields in Microsoft Dynamics CRM 3.0 =

Article ID: 926882

Article Last Modified on 10/15/2007

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APPLIES TO


 * Microsoft Dynamics CRM 3.0

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SYMPTOMS
After you export a customization file for an entity, the exported file does not contain changes for some relationship lookup fields in Microsoft Dynamics CRM 3.0. The relationship behavior type of these fields is one of the following types:
 * System
 * Referential
 * Referential, Restrict Delete



CAUSE
This problem occurs because the customization file can contain changes only for the relationship lookup fields whose relationship behavior type is Parental and Custom.



RESOLUTION
To resolve this problem, use one or both of the following methods.

Method 1
If the relationship behavior type of the fields is Referential, Restrict Delete, install hotfix 923999. For more information about hotfix 923999, click the following article number to view the article in the Microsoft Knowledge Base:

923999 The exported customization file does not contain a relationship field even if you set the requirement level to &quot;Business Required&quot; or to &quot;Business Recommended&quot; for this relationship field in Microsoft Dynamics CRM 3.0

For more information about technical support for Microsoft Dynamics CRM, visit the following Microsoft Web site:

http://www.microsoft.com/dynamics/crm/support/default.mspx

Method 2
If the relationship behavior type of the fields is either System or Referential, manually restore the changes for these fields after you import the customization file to a new Microsoft Dynamics CRM server.



STATUS
This behavior is by design.



Steps to reproduce the problem

 * 1) Log on to Microsoft Dynamics CRM 3.0 as a user who has the administrator role.
 * 2) Click Settings, click Customizations, click Customize Entities, and then double-click Contact.
 * 3) In the Entity:Contact dialog box, click Attributes, and then double-click parentcustomerid in the Schema Name column.
 * 4) In the Requirement Level list, select Business Recommended, and then type Parent Customer Test in the Display Name field.
 * 5) Click Save and Close.
 * 6) On the Actions menu, click Publish.
 * 7) Double-click Account.
 * 8) In the Entity:Account dialog box, click Attributes, and then double-click primarycontactid in the Schema Name column.
 * 9) In the Requirement Level list, select Business Recommended, and then type CEO/Manager in the Display Name field.
 * 10) Click Save and Close.
 * 11) Double-click parentaccountid in the Schema Name column.
 * 12) In the Requirement Level list, select No Constraint, and then type Parent Organization in the Display Name field.
 * 13) Click Save and Close.
 * 14) On the Actions menu, click Publish.
 * 15) Export the customizations to a customization file.
 * 16) Import the customization file to a new Microsoft Dynamics CRM server.

Keywords: kbmbscustomization kbtshoot kbmbsmigrate kbprb KB926882

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