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Mastering Microsoft Dynamics CRM 2016
book

Mastering Microsoft Dynamics CRM 2016

by Deepesh Somani
November 2017
Intermediate to advanced
402 pages
7h 49m
English
Packt Publishing
Content preview from Mastering Microsoft Dynamics CRM 2016

Scenario 1

The teacher of a class wishes to maintain the attendance records of every student in any given year.

The standard behind designing any solution in Microsoft Dynamics CRM 2016 is to avoid as much custom code as possible. It makes the customizations easy to maintain and upgrade if we end up moving to newer versions of CRM. Here, again, we will try to achieve the same.

As stated in the mapping section, we identified that Attendance of any student can be captured as a custom activity record. The following steps explain how the scenario can be achieved:

  1. Creating the attendance entity: In the following screenshot, review the Define as an activity entity check box:
Scenario 1 : Attendance entity

On creating the entity, a 1:N relationship ...

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Publisher Resources

ISBN: 9781786466617Supplemental Content