Recently I posted a tutorial on setting up icons for custom entities. Turns out some of my tutorial was incorrect (Recently corrected)! A friend, Matt Webb was reading through the tutorial and pointed out that MSCRM 2011 no longer uses the 66×48 image size. At first I didn’t believe it, as the help for MSCRM 2011 explained what each icon size is used for. That, along with my previous knowledge on the version 4 icons caused me to go in to denial.
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.
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.
This recently tripped me up somewhat. It should be a trivial task and in actual fact it is if you know where to specifically look in the Microsoft Dynamics CRM 2011 SDK. However, being developer minded I made the mistake of grabbing the URL CRM automatically sets for a create record form.