Auto Load, Save, and Excluding Microsoft Dynamics 365 Items

You can disable Auto Load for the field if you have a collection or relationship that you do not want to populate automatically. This will add the CRMAutoLoadRelationship attribute to the field.

When loading data from Microsoft Dynamics 365, your runtime assembly can access that attribute and skip the field. Auto Load can be toggled on or off by clicking the button in the DYNAMICS ribbon or through the context menu.

Similarly, if you have a collection or relationship that you do not want to be saved back to Microsoft Dynamics 365, you can disable Auto Save for the Field. This will add the CRMAutoSaveRelationship attribute to the Field. When saving data to Microsoft Dynamics 365, your runtime assembly can access that attribute and skip the field. Auto Save can be toggled on or off by clicking the button in the DYNAMICS ribbon or through the context menu.

Since Microsoft Dynamics 365 uses the inactive status to do a soft delete of records, it is possible to include both active and inactive records when loading a collection or relationship. You can use the Exclude Inactive button to exclude inactive records, giving only active records.