Book Image

Microsoft Dynamics CRM 2011 Cookbook

By : Dipankar Bhattacharya
Book Image

Microsoft Dynamics CRM 2011 Cookbook

By: Dipankar Bhattacharya

Overview of this book

Without a comprehensive understanding of deployment scenarios and steps, it is really difficult to install and maintain Dynamics CRM 2011 within complex IT infrastructures. Done badly, it can cause serious future maintenance and optimization issues. Administration of CRM systems is equally complex and important; unless efficiently done, it can create fuss in the system and potentially bring down end user satisfaction. Configuration and customization of the system has to be done very carefully too so that it can meet the functional needs appropriately.“Microsoft Dynamics CRM 2011 Cookbook" is a hands-on guide, providing clear, step-by-step instructions to deploy, maintain, optimize, and administer Dynamics CRM 2011 along with advanced configuration and customization processes, to give us a strong advantage in creating successful CRM applications.This book introduces Dynamics CRM 2011 by describing the important aspects of the system. It will take you through a number of clear and practical recipes from successful deployment, hassle-free maintenance, and effective administration to advanced level configuration and customization techniques.You will learn from a range of deployment and maintenance topics such as how to configure CRM to use claim-based authentication using AD FS, how to enable tracing in CRM servers, how to recover from server failures, and how to optimize server performance. This book will also discuss how to schedule Data Duplication detection jobs, enable auditing, export and import managed/unmanaged solutions, create 1:N, N:1, or N:N relationships between entities, configuring role based forms, adding a new button in the ribbon, SharePoint integration with CRM, and configuring a dialog or workflow.You will learn everything you need to know, from deployment, administration, and maintenance to configuration, integration, and customization for your Dynamics CRM 2011 application.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 Cookbook
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Creating a new one-to-many (1:N) or many-to-one (N:1) relationship


In this recipe, we will discuss the various entity types possible between two entities in Dynamics CRM 2011 and how to create a one-to-many or many-to-one relationship between two entities.

Getting ready

Dynamics CRM 2011 supports two types of relationships between two entities:

  • One-to-many (1:N) or many-to-one (N:1): An example of this relationship would be, an Account can have many Leads linked to it. If it is viewed from the other side, the relationship would be many Leads can be linked to one Account.

  • Many-to-many (N:N): An example of this relationship would be, an Account can be linked to many Marketing Lists and a Marketing List can have many Accounts.

These are illustrated in the following diagram:

The 1:N self-referencing relationship is also supported. An example would be an Account can be the parent of many other Accounts. The Parent Account field in the Account entity represents a 1:N self-referential relationship...