In this tutorial we will look at a neat feature that should always be considered when setting up relationships between entities. This feature is mappings. It allows us to map data from one entity to another. The idea behind this is to simply speed up data entry. It is important to note that mappings only work in one direction for both 1:N and N:1 relationships. Mappings are always pushed from one to the many. For example to map Account address to a new contacts address fields, you must create the contact from within the account entity.
This is a tutorial on adding relationships to an entity. In MSCRM relationships allow us to link entities together. A good example is accounts and contacts. An account has a relationship with contact that dictates that an account has many contacts. Adding relationships between entities allows us to better model our client’s business processes. We also get other benefits from using relationships such as data mapping and better reports. Another benefit is if we choose the right relationship it helps reduce duplicated records.
Read more about TUTORIAL: Adding Relationships to an Entity …
In this tutorial we shall look at how to associate icons with an entity. Adding icons to an entity is actually quite a simple task. It can however get dull quickly when you have a lot of custom entities that require icons. It is definitely worth persevering with though as the icon helps identify your record types.
The task of associating an icon is two fold. First we have to get the icons uploaded into MSCRM as web resources and then we finally associate those web resources with an entity.
When it comes to modelling CRM around a client’s business processes entity creation is pretty fundamental. I have not yet worked on a project where the client has not required a new entity to be created. For anyone who is looking to start customising CRM you need to have entity creation nailed down. In this tutorial I will take you through the entire process and point out a few gotchas or tips as I go along.
Looking back over the last few months I’ve noticed that my posts have been quite technical. They have been focused on bugs with the SDK or how tos in .NET. To bring balance back to the force I will be looking to create a set of basic tutorials that explain the fundamentals of Microsoft Dynamics CRM 2011 to people that are getting started with customisations.