In this tutorial I want to cover how you can create a global optionset in MSCRM 2011. Its very simple to do, but system customisers that have moved from MSCRM 4 to MSCRM 2011 might not be aware that you can actually do this. The idea behind a global optionset is to keep a set of drop down options the same throughout the CRM system. For example, if you require a drop down list on account and contact which should contain exactly the same options then a global optionset is right up your street.
In this tutorial I will take you through the process of creating new fields and adding them to your main form for your entity. Adding new fields is fundamental to CRM and it is a pretty simple procedure. By adding fields to your entity you can start to capture data around the “thing” your entity is based on. Mark my words, over time the procedure of adding fields to entities will become laborious when you have a lot of them to create!
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.
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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.