View
232
Download
0
Category
Preview:
Citation preview
8/9/2019 MS Dynamics CRM Module-4(Customizing Entities and Customizing Relationships and Mappings)
1/12
Getting Started with MS Dynamics CRM
Working With Microsoft Dynamics CRM Module-4
Description:BISP is committed to provide BEST learning material to the beginners and
advance learners. In the same series, we have prepared a complete end-to
end Hands-on Beginners Gide !or "icroso!t #$namics %&". The
docment !ocses on basic 'e$words, terminolog$ and de(nitions one
shold 'now be!ore starting "icroso!t #$namics %&")oin or pro!essional
training program and learn !rom e*perts.
History:Version Description Change Author u!lishDate"#$ %nitial Draft Chandra rakash &harma"#$ Re'ie()$ &umit *oyal
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage +
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-4(Customizing Entities and Customizing Relationships and Mappings)
2/12
ContentsIntrodction to entities in "icroso!t #$namics %&".........................................................
Entit$ T$pes ................................................................................................................
ctions on entit$ records ............................................................................................
How to %reating %stom Entities in "icroso!t #$namics %&" /nline.............................0
How to "odi!$ing %stom Entities in "icroso!t #$namics %&" /nline...........................1
&elationship #e(nition ...................................................................................................2
%reating Entit$ &elationships.......................................................................................2
Entit$ "apping ........................................................................................................ 3
%reate a "apping .................................................................................................. +4
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage 5
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-4(Customizing Entities and Customizing Relationships and Mappings)
3/12
%ntroduction to entities in Microsoft Dynamics CRM
The entities are sed to model and manage bsiness data in "icroso!t #$namics %&".
Entities are the heart o! "icroso!t #$namics %&". The abilit$ to cstomi6e entities and
create new entities pla$s an important role in (ne-tning #$namics %&" to wor' the
wa$ $or sales, mar'eting and service organi6ations wor'.
"oreover, this !nctionalit$ enables $o to create entirel$ new applications in
#$namics %&".
In #$namics %&", entities are the containers that hold all o! the data, !orms, views,
charts, and other in!ormation associated with managing and presenting in!ormation to
sers.
+ntity ,ypes :
&ystem entities:S$stem entities that are inclded with #$namics %&", 7acconts,
contacts, and etc8 and secondar$ entities that are less obvios 79ote prodcts, price
list items, and addresses8.
Custom entities:%stom entities that were not inclded with #$namics %&". Itcreated b$ ser, others in $or organi6ation, or b$ third parties.
Customia!le entities:%stomi6able entities that $o are allowed to cstomi6e.
Some s$stem entities do not allow cstomi6ations, there are some limits to how $o
can cstomi6e certain entities.
Customer composite entity:The concept o! a :cstomer: in #$namics %&" incldes
either the accont entit$ or the contact entit$. This is also re!erred to as a composite
entit$ becase it allows records !rom either o! these two di;erent entities to be sed in
the cstomer (eld.
Acti'ity entities:ctivit$ entities inclde phone calls, tas's, e-mails, and a nmber
o! other entities !or trac'ing ser activities.
Actions on entity records :
Action Description
Create %reates a record !or speci(c entit$ t$pe and cstom entities.
Delete #eletes a record.
.pdate "odi(es the contents o! a record.
Retrie'e &etrieves a record.
Retrie'e
Multiple
&etrieves a collection o! records.
&hare Grants, modi(es or revo'es access to a record to another ser or
team.
Assign %hanges ownership o! a record.
Associate %reates lin's between a record and a collection o! records where there
is a relationship between the entities.
Disassociate &emoves lin's between a record and a collection o! records where
there is a relationship between the entities.
&et &tate Set the state o! a record.
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-4(Customizing Entities and Customizing Relationships and Mappings)
4/12
Ho( to Creating Custom +ntities in Microsoft
Dynamics CRM /nline:
&tep $ :
8/9/2019 MS Dynamics CRM Module-4(Customizing Entities and Customizing Relationships and Mappings)
5/12
&tep 2 :Enter the displa$ name, plral name select displa$ entit$ and select other
(elds according re9irement , then clic' on &a'ebtton.
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage =
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-4(Customizing Entities and Customizing Relationships and Mappings)
6/12
&tep 4 :!ter save $o can see here all lin' are enable, here $o can create !orms,
>iews, charts, ?ields, relationship and bsiness rles it available le!t side in panel. and
also $o can (nd dependencies, pblish this entit$, pdate icon, #elete Entit$ and
managed properties it available in pper side in panel. clic' on pblish a!ter then clic'
on &a'a and closebtton.
Ho( to Modifying Custom +ntities in Microsoft
Dynamics CRM /nline:
&tep $ :
8/9/2019 MS Dynamics CRM Module-4(Customizing Entities and Customizing Relationships and Mappings)
7/12
&tep 0 :E*pend Entities, then select $or entit$ t$pe7Bisp ccont8 a!ter $o can
modi!$ which (eld $o want to modi!$, then clic' on save and pblish the entit$.
Relationship De3nition :Entit$ relationship model, representation o! entities and their relationships to each
other. Entit$ relationships represent how entities are related to each other within the
"icroso!t #$namics %&" plat!orm.
Entit$ relationships de(ne the data relationship between two entities in the s$stem.
"icroso!t #$namic %&" ses entit$ relationships to manage how data interacts in the
s$stem metadata.
,here is four types of relationship in Microsoft Dynamics CRM :
+. one-to-man$.
5. man$-to-one.
. man$-to-man$.0. Sel!-&e!erential &elationships.
$# $:1 one-to-many5 Relationship :
/ne-to-man$ &elationship is a hierarchical relationship created or viewed !rom the
primar$ entit$.
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage 2
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-4(Customizing Entities and Customizing Relationships and Mappings)
8/12
n$ one entit$ instance !rom the primar$ entit$ can be re!erenced b$ man$ entit$
instances !rom the related entit$.
0# 1:$ many-to-one5 Relationship :
"an$-to-one &elationship is a hierarchical relationship created or viewed !rom the
related entit$.
"an$ entit$ instances !rom the related entit$ can re!erence an$ one entit$ instance
!rom the primar$ entit$.
2# 1:1 many-to-many5 Relationships :
man$-to-man$ relationship lets sers relate one or more entit$ instances !rom
another entit$ to an entit$ instance o! the crrent entit$.
man$-to-man$ relationship ma$ also be sel!-re!erential.
4# &elf-Referential Relationships :
In a sel!-re!erential relationship, an entit$ has a relationship with itsel!.
Both hierarchical relationships and man$-to-man$ relationships can be sel!-re!erential.
This allows entit$ instances to be directl$ associated with other entit$ instances o! the
same t$pe.
Creating +ntity Relationships:
&tep $ :
8/9/2019 MS Dynamics CRM Module-4(Customizing Entities and Customizing Relationships and Mappings)
9/12
&tep 2 :%lic' on Aew Many-to-Many Relationship, !or creating relationship.
&tep 4 :Enter here crrent entit$ name, then select other entit$ name7%ontact8, a!ter
then clic' on &a'e and Closebtton.
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage 3
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-4(Customizing Entities and Customizing Relationships and Mappings)
10/12
+ntity Mapping :
o can map attribtes between entities that have an entit$ relationship. This lets $o
set de!alt vales !or a record that is created in the conte*t o! another record. Cse the
cstomi6ation tools in the application to map attribtes.
"apping in "icroso!t #$namics %&" streamlines data entr$ when $o create new
records that are associated with another record. Dhen an entit$ has an entit$
relationship with another entit$, $o can create new related entit$ records b$ sing the
%reate &elated tab in the ribbon. Dhen $o create a new record in this manner,
mapped data !rom the primar$ entit$ record is copied to the !orm !or the new related
entit$ record.
Create a Mapping :
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage +4
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-4(Customizing Entities and Customizing Relationships and Mappings)
11/12
&tep 7 :Here $o can see AA relationship is available, a!ter create relationship we
need to map this relationship. !or map this relationship clic' on ?orms. see below.
&tep 8 :%lic' on "ain !orm t$pe.
&tep 9 :%lic' on 1a'igationin toolbar, then drag and drop Contactto common
place, then clic' on &a'ebtton, then clic' on u!lish, a!ter then clic' on &a'e and
Closebtton.
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage ++
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-4(Customizing Entities and Customizing Relationships and Mappings)
12/12
&tep :!ter then clic' on Pblish ll %stomi6ations lin'. and close all e*isting page.
and go home page.
&tep ; : Here nder the services, select $or entit$ name7Bisp cconts8, then select
record, here $o can (nd contacts.
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage +5
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/Recommended