Crm 4.0 customizations basics

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Crm 4.0 customizations basics

  1. 1. Connect | Collaborate | Inform CUSTOMIZATION BASICS
  2. 2. The terms "Table" and "Column" (or "Field") are oftentimes used in reference to data that is processed within business applications. However, because Microsoft Dynamics CRM's foundation is built upon the use of XML, the following terms are used: •Entity instead of Table •Attribute instead of Column or Field
  3. 3. Custom attributes that are added to an entity are stored in an extension table for that entity. Although a Microsoft SQL Server table is reserved for entity extensions on each entity, the number of attributes you can add to the table is not infinite. Microsoft SQL Server allows up to 1024 columns per table and the amount of data stored in any row cannot exceed 8060 bytes.
  4. 4. Settings > Admin > Users > Select User > Roles > Allow user(s) to Create, Read, Write, Delete, Append, Append To, Assign, Share
  5. 5. From the web client: (User enabled security) Navigate to Settings > Custom Entities > Select the entity to edit: (Lead) > More Actions > Edit General: •Allow Duplicate Detection •Offline Availability •Select where the entity is displayed
  6. 6. Forms and Views: •Form – “The main application form.” •Entity home page. •Multiple Views – be sure to change all that apply. •Standard view •My view •Advanced Find •Preview – use prior to publishing and re-arranging.
  7. 7. Forms and Views: •Form – “The main application form.” •Entity home page. •Add a Tab •Add a Section •Add Field •Add an IFRAME •(Share point) •Re-arrange
  8. 8. Add an existing field: Create a new Attribute/field: •Attributes > New > •Display Name (set prefix of “new”) •Requirement Level •Searchable •Type: •Format •Max. Length •IME Mode •Description
  9. 9. Type: •nvachar: Text. You must specify the type of text: Text, Text area, E-mail, URL, or Ticker Symbol, and the maximum length. Text attributes are limited to 4000 characters •picklist: Drop-down list. You must specify the values to show in the list, and the default value. A Picklist attribute is different from a Lookup attribute. A Lookup attribute is displayed when a relationship attribute is added to the entity form. Picklist attributes do not allow text input. •bit: Bit. An attribute with only two possible values. You must specify the two values and the default value. •int: Integer. You must specify the format of the field, and the minimum and maximum values. •float: Float. A number field that includes decimal places. Decimal places are supported between 0 and 5 digits after the decimal. •money: Money. You must specify the number of decimal places to display, and the minimum and maximum values. Decimal places are supported between 0 and 4 digits after the decimal •ntext: Memo. You must specify the maximum length. Attributes of the ntext type are limited to 5000 characters •Datetime: date / time
  10. 10. Because of the built-in dependencies between attributes for each entity, the system has the following guidelines in place that control which attributes can be deleted: •Only custom attributes can be deleted. •System attributes cannot be deleted. •If a custom attribute that you want to delete has been published on the entity's form, you must remove the attribute from the form and publish the form before you can delete the attribute. •The attribute must be removed from any reports that contain the attribute.
  11. 11. http://dynamics.microsoftelearning.com/eLearning/c ourseDetail.aspx?courseId=85871 Customer Source
  12. 12. In order for Microsoft Dynamics CRM to access the entity, you must exit the web application and launch it again before you can access the entity. Don’t Forget To Publish.

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