I wanted to write about the topic of whether to repurpose system entities in CRM 2011 or create new custom entities. I know that there have been some blog posts about this before, but I can also reflect on this from personal experience.
There are many different points to consider when repurposing entities:
1. The out of the box functionality of the entity may not be exactly what you need. In these cases it might take a higher effort to modify and customize it then it would to start from scratch with a custom entity.
2. If you repurpose a system entity in CRM 2011 and package it in a solution, there is always the chance that another solution contains this entity. If these two solutions are imported into the same organization, this may cause a conflict.
3. You cannot change the icons for…
This tutorial will show you how to add and remove buttons to the ribbon in CRM 2011.
There are three different places you can add buttons to on the CRM Ribbon. They are the entities grid view (HompageGrid), the form (Form), and the in-line grid inside of another form or dashboard (SubGrid).
Adding a Button to the Ribbon
Adding a button has two parts, the first part is finding the control which we want to add the button to, and the second part is modifying the customization.xml file to add the button.
Part 1: Find the Control
Download and install the latest CRM 2011 SDK. (http://www.microsoft.com/downloads/en/details.aspx?familyid=420f0f05-c226-4194-b7e1-f23ceaa83b69)
Open the following Visual Studio solution from the SDK: $\sdk\samplecode\cs\client\ribbon\exportribbonxml\exportribbonxml.sln
Run the program, connect to the necessary CRM organization, and generate the files. Note, if you are connecting to an online organization, the connection URL will be crm.dynamics.com
Your command window will…
Microsoft Dynamics CRM (Or just CRM) has recently upgraded from version 4.0 to version 2011. For an overview of Microsoft Dynamics CRM head here: http://crm.dynamics.com. With this new release there have been many improvements to the system. One of the improvements that I think has great potential is the introduction of Solutions.
What is a Solution?
Solutions are essentially a container that holds the customization components supported by CRM. Solutions can hold many different components including Entities, Web Resources, Plug-ins, Reports, and Processes. A complete view of the Components is shown on the left below.
Solutions can be versioned and they are imported and exported as a whole. This single unit of software makes a re-deployment or upgrading a clients system a lot easier to manage for not only us, but also the client.
What did we have in CRM 4.0?
In CRM 4.0, there…