AXForum  
Вернуться   AXForum > Microsoft Dynamics CRM > Dynamics CRM: Blogs
All
Забыли пароль?
Зарегистрироваться Правила Справка Пользователи Сообщения за день Поиск Все разделы прочитаны

 
 
Опции темы Поиск в этой теме Опции просмотра
Старый 21.01.2014, 20:11   #1  
Blog bot is offline
Blog bot
Участник
 
25,491 / 846 (79) +++++++
Регистрация: 28.10.2006
Leon's CRM Musings: Dialog Lookup Values For Common Entities
Источник: http://leontribe.blogspot.com/2014/0...-entities.html
==============

One feature of dialogs is the ability to prompt the user for a record to interact with i.e. prompt for a lookup response.



The Reference Entity and Reference Field are two of the least intuitive features of CRM so I thought I would write an article on how they work and some good values to use for them.



How They Work

Essentially, the two fields are used to define a lookup which already exists in CRM so it can be presented to the user, during the dialog, and receive a value.

So, if you are wanting to capture, for example, a Contact record from the user, you could use the Primary Contact lookup (Reference Field) on the Account entity (Reference Entity).





This will allow the dialog to prompt the user for a Contact lookup so a Contact can be chosen.

Once this is explained, it actually makes a lot of sense or, at least, is quite easy to use.

Typical Values for the Common Entities

According to the Audit Settings, these are the Common Entities, with some suggested settings for the dialog:

  • Account: Account-Parent Account
  • Contact: Account-Primary Contact
  • Goal: Goal-Parent Goal
  • Goal Metric: Goal-Goal Metric
  • Lead: Account-Originating Lead
  • Marketing List: Create a custom lookup (see below)
  • Product: Case-Product
  • Quick Campaign: Use the Campaign/Quick Campaign composite lookup on Campaign Response-Parent Campaign (see below)
  • Rollup Query: You can use Goal for a specific Rollup Query type, otherwise a custom lookup
  • Sales Literature: Create a custom lookup
  • Security Role: Create a custom lookup
  • User: Any owner lookup will work for this
For a custom lookup, what I mean is creating a 1:N relationship of your choice and then using the lookup field which gets generated with the relationship. For example, we could make Contact a child of Marketing Lists and then use the resultant lookup field in our dialog to allow the user to select a Marketing List.

A composite lookup is a lookup which allows the user to select a record from more than one entity. So, in the example above, the Campaign Response-Parent Campaign lookup allows the user to select from either Campaigns or Quick Campaigns.

The Customer lookup is also a special, hard-coded lookup which allows the user to select either an Account or Contact. This can also be used in a dialog if an Account/Contact is required e.g. for the client associated to a Case.

Typical Values for Sales Entities

For the sales entities we have:

  • Competitor: Custom lookup
  • Invoice: Custom lookup
  • Opportunity: Lead-Qualifying Opportunity
  • Order: Invoice-Order
  • Quote: Order-Quote
Typical Values for Marketing Entities

For the marketing entities we have:

  • Campaign: Campaign Response-Parent Campaign (also allows the selection of a Quick Campaign) otherwise a custom lookup
Typical Values for Customer Service Entities

For the customer service entities we have:

  • Article: Case-Knowledge Base Article
  • Case: Custom lookup
  • Contract: Case-Contract
  • Service: Contact-Preferred Service
Conclusions

Once explained, the configuration of a lookup response for dialogs is not too difficult. With the above examples, most dialogs can be configured without the headache of having to trawl through CRM to find the right lookup for the job.



Источник: http://leontribe.blogspot.com/2014/0...-entities.html
__________________
Расскажите о новых и интересных блогах по Microsoft Dynamics, напишите личное сообщение администратору.
 

Похожие темы
Тема Автор Раздел Ответов Посл. сообщение
crminthefield: Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 15 Blog bot Dynamics CRM: Blogs 1 10.02.2016 10:26
crminthefield: Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 14 Blog bot Dynamics CRM: Blogs 0 12.07.2013 07:13
crminthefield: Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 13 Blog bot Dynamics CRM: Blogs 0 27.03.2013 22:12
crminthefield: Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 10 Blog bot Dynamics CRM: Blogs 0 17.08.2012 03:27
CRM DE LA CREME! Some more useful javascripts for MS CRM Blog bot Dynamics CRM: Blogs 0 04.05.2010 11:05
Опции темы Поиск в этой теме
Поиск в этой теме:

Расширенный поиск
Опции просмотра

Ваши права в разделе
Вы не можете создавать новые темы
Вы не можете отвечать в темах
Вы не можете прикреплять вложения
Вы не можете редактировать свои сообщения

BB коды Вкл.
Смайлы Вкл.
[IMG] код Вкл.
HTML код Выкл.
Быстрый переход

Рейтинг@Mail.ru
Часовой пояс GMT +3, время: 04:38.
Powered by vBulletin® v3.8.5. Перевод: zCarot
Контактная информация, Реклама.