Book Image

Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide

By : Neil Benson
Book Image

Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide

By: Neil Benson

Overview of this book

Whether you are a consultant for a Microsoft partner, an IT professional, a developer working for a Microsoft customer, or a freelance CRM consultant; this book is the ticket to advancing your career. Stand out in the crowd by obtaining certification MB2-866 Microsoft Dynamics CRM 2011 Customization and Configuration.The "Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide" covers the official course syllabus including all the topics and procedures you need to know to pass the exam. 'Test Your Knowledge' sections at the end of each chapter offer a 75-question sample exam to help you practice and master the certification test.The "Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide" covers the official syllabus for course 80294B including a 75-question practice exam.If you're new to Microsoft Dynamics CRM or Microsoft certifications then the book kicks off with an overview of both topics before diving into the official syllabus. There are in-depth chapters covering customization basics, the organization structure, entity and attribute customization, entity relationships, user interface customization, auditing, and solutions. Each chapter includes detailed procedures that you need to know for the exam as well as a self-test section to review your learning.Microsoft endorses IT pros and developers who've proven their expertise by attaining the certification. Use this book to supercharge your career by giving yourself an advantage. Stand out in the crowd!
Table of Contents (19 chapters)
Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Introduction to entity relationships


To manage your organization's processes in Microsoft Dynamics CRM, you'll need to create relationships between the entities it manages during those processes.

Using Microsoft Dynamics CRM 2011, you can create two different types of supported entity relationships.

In this section we'll learn about:

  • Types of entity relationships

  • Unsupported relationship types

  • 1:N relationships

  • N:N relationships

  • Self-referential relationships

Types of entity relationships

Using the customization features of Microsoft Dynamics CRM 2011, we can define two different types of entity relationships:

  • 1:N (one-to-many): For example, a customer can have many opportunities, and an opportunity can be associated with one customer

  • N:N (many-to-many): For example, a contact can be a member of many marketing lists, and marketing lists can have many contacts as members

Unsupported relationship types

There are two types of entity relationships that are not supported by Microsoft Dynamics CRM 2011:

  • 1...