MS DYNAMICS CRM TUTORIAL PART 3

Types of Forms:

1.Main  

2.Quick View 

3.Quick Create  

4.Mobile

Microsoft Dynamics CRM supports two methods for authenticating users:

·  Integrated Windows Authentication 

·  Claims-based authentication

Relationships in MS-CRM:

  • There are 3 types of relationships in ms crm.
  •  1:N,N:1,N:N

Checking Entity Status (Save):

  •  Entity status like is it open or closed or active is shown at bottom- left hand side of the entity page.
  •   Also whether status is saved or unsaved is shown at bottom-right hand side of the entity page.
  •  Just click on “save” icon to save the changes done on the page.

Entity Images:

  •  All Images are displayed in 144X144 pixels square.
  • These images can also be changed via code by specifying “EntityImage=byte[]”
  •   Only jpg, jpeg, tiff, gif, tif, bmp or png formats are accepted and the maximum  upload size is 5 MB

Set Personal Options:

On the dashboard, right side we will settings icon.

  Click the settings icon

  •  Select “Options”
  •  Set Personal Options window will be displayed.
  •  Now, choose default work area.

Customization:

Customization can be done with the help of CRM SDK. 






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