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Edit or view managed properties

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Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

All solution components, except for plug-in assemblies, have an IsCustomizable managed property. This property appears in the interface with the label Can be customized. Managed properties only become effective after their associated components are installed as part of a managed solution.

While an entity has managed properties in addition to IsCustomizable, the value or the IsCustomizable property, the type of entity, and the type of solution all have an impact on the behavior of an entity, as follows:

  • If the entity is part of a managed solution and the IsCustomizable managed property is set to False, you can’t edit any of the managed properties.

  • If the entity is part of a managed solution and the IsCustomizable managed property is set to True, you can edit the managed properties.

  • If the entity is part of the default solution or an unmanaged solution and it is a business entity, you can edit all managed properties except for IsCustomizable.

  • If the entity is part of the default solution or an unmanaged solution and it is a custom entity, you can edit all managed properties including IsCustomizable.

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. 

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Customizations.

  3. Click Customize the System.

  4. Under Components, select the component and the record that you want to edit or view managed properties for.

  5. On the command bar, click Managed Properties.

    Note

    If Managed Properties doesn’t appear on the command bar, you can’t edit or view the managed properties for that component and record.

  6. In the Set Managed Properties dialog box, you can view all of the properties associated with the component, and you can edit selected properties based on the behaviors listed previously.

  7. Click Set to save the settings.

See Also

Customization concepts