Data model for PTES

A data model is the most important part of any application. Microsoft CRM 2011 has a different data type available that can be used to map different types of data based on business requirements. Microsoft CRM 2011 has the following data types that can be used to create different types of attributes for the Microsoft CRM 2011 entity:

Data type

Description

Single line of text

This is used to store the string value. We have different options to set its format.

Multiple lines of text

This is used to store the multiple line string; the maximum allowed character is 1048576.

Option set

This is a drop-down list of predefined values; we can create an option set with its own options or create an option set from the global option set.

Two options

This is used to store the Boolean values true/false; we can customize the option label.

Whole number

This is used to store the integer value, which can range from -2147483648 to 214483647.

Floating point number

This is used for double values ranging from -100000000000 to 100000000000; the maximum number of allowed decimal places is five.

Decimal number

This is used to store decimal values ranging from -100000000000 to 100000000000; 10 decimal places are allowed.

Currency

This is used to store the amount of money; when we add the currency field, another base field is added automatically.

Date and time

This is used to store the date and time value.

Lookup

This is used to create an entity relationship.

We have identified the data model that can be used to capture institute and student information in PTES. Refer Appendix A, Data Model, for more information.

Customizing existing fields

Based on the identified data model, most of the attributes from the Account and Contact entities can be used as they are without any customization, but we need to customize some of the existing fields. Perform the following steps to modify the existing fields:

  1. Navigate to Setting | Customization | Customize the System from the Microsoft CRM 2011 home page. Microsoft CRM 2011 will open the default solution for us.
  2. Expand Entities, select the entity to be modified, and select Fields.
  3. Double-click on the field that we want to modify to open the field property window. We are going to modify the Category field to add our custom values.
    Customizing existing fields
  4. Select the first option from Options and change Label to Head Office.
  5. Select the second option from Options and change Label to Branch Office.
  6. Click on Save and Close.
  7. Select your entity and click on Publish from the solution ribbon toolbar.
..................Content has been hidden....................

You can't read the all page of ebook, please click here login for view all page.
Reset
52.15.65.65