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Microsoft Dynamics CRM 2011 Application Design by Mahender Pal

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Customizing Microsoft CRM 2011 for Issue Manager

Now we have an understanding of our application scope and design, let's start customizing Microsoft CRM 2011.

Creating custom entities and their attributes

Let's create our custom solution and name it IssueManager. (Please refer to Chapter 2, Customizing Microsoft Dynamics CRM 2011, to create a Solution in Microsoft CRM 2011).

Perform the following steps to create the Issue entity:

  1. Open the IssueManager solution.
  2. Navigate to Components | Entities | New.
  3. Enter the following information:
    • Display Name: Issue
    • Plural Name: Issues
    • Ownership: User or Team
    • Area that display this entity: Workplace
    • Communication & Collaboration: Check the Notes & Activities checkbox only
  4. Click on Save to create the entity.

Now we have ...

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